Stock Presentations

• MOI 2023 Wide-Moat Investing Summit (NVR)
• MOI 2022 Best Ideas Conference - Berkshire Hathaway Annual Meeting, Omaha - (MASI)
• MOI 2021 Wide-Moat Investing Summit (CMG)

Article Archive

Articles for Intrinsic Investing (Ensemble Capital)

Podcast Interview on Moats, Management, and Valuation (Planet MicroCap)

Todd Wenning Interview - Hunting for Moats, Brands, and Killer Businesses -  (Stockopedia)

Investors Chronicle: 

• Supersize Your Profits -- May 22, 2013 
• Supersize Your Returns  -- February 27, 2015
• Supersize Returns III -- October 9, 2015
• Rock Solid Dividends  -- January 15, 2016
• Supersize Returns IV -- October 7, 2016
• Out With the Old (Selling Strategies) -- December 30, 2016
• Supersize Returns V -- May 19, 2017
• Supersize Returns VI -- March 28, 2018​
• Digital Champions -- August 31, 2018

Articles for Monevator (UK-based finance blog)

CFA/FAJ Book Review of "Concentrated Investing" -- August 2016

Why Moats Matter: The Morningstar Approach to Stock Investing (Wiley, July 2014)

• Wrote Chapter 4 on Equity Stewardship

Morningstar Seeking Small Cap Moats Series (2013-2015)​

​ Morningstar Magazine: Evaluating Capital Allocators -- June/July 2015

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