PRESENTATIONS

The Moat Portfolio” (Podcast)
(The Investor’s Field Guide, Invest Like the Best hosted by Patrick O’Shaughnessy, February 2018)

“Buying Companies with Economic Moats” (Podcast)
(The Investor’s Field Guide, Invest Like the Best hosted by Patrick O’Shaughnessy, August 2017)

“Competitive Advantage and Capital Allocation” (Video)
(Presentation at the 14th Annual Value Investor Conference in Omaha, Nebraska, May 2017)

“Competitive Advantage and Capital Allocation”
(Delivered at the MIT Sloan Investment Conference, March 2017)

“Competitive Advantage and Shareholder Value” (Video)
(Talks at Google series, delivered at the Googleplex, December 2014)


INTERVIEWS

Manual of Ideas Interview
In-depth interview with the Manual of Ideas about capital allocation and economic moats.
(July 2014)

Manual of Ideas Interview
In-depth interview with The Manual of Ideas about economic moats.
(July 2012)