Economic moat explained

An economic moat, often attributed to investor Warren Buffett, is a term used to describe a company's competitive advantage.[1] Like a moat protects a castle, certain advantages help protect companies from their competitors.[2]

History

As of 2012, Buffett had used the word "moat" in the Berkshire Hathaway shareholder letters more than 20 times since 1986.[3] The 2016 shareholder letter is the most recent letter to contain the word moat.[4]

Types of economic moats

Examples of some economic moats are network effect, intangible assets, cost advantage, switching costs, and efficient scale.[5]

Network effect: A network effect happens when the "value of a good or service grows" as it's used by existing and new customers.[6] An example is Amazon.[7]

Intangible assets: Brand identity, think Nike[8] or Apple; patents; and government licenses are examples of intangible assets.[9]

Cost advantage: Companies that can keep their prices low can maintain market share and discourage competition. Walmart has cost advantage.

Switching costs: Customers and suppliers might be less likely to change companies or providers if the move will incur monetary costs, time delays, or extra effort.[10]

Efficient scale: Companies that have a natural monopoly - or operate in markets or industries where there are few rivals - benefit from efficient scale. Utility companies are examples.

See also

Notes and References

  1. News: Connolly. Gary. March 13, 2011. Gary Connolly: Putting faith in moats risks ending up in mire. en. The Sunday Times. 2021-04-08. 0140-0460.
  2. Web site: Gallant. Chris. What Is an Economic Moat?. 2021-04-08. Investopedia. en.
  3. Web site: Hough. Jack. June 19, 2012. How to find 'wide moat' stocks. 2021-04-08. MarketWatch. en-US.
  4. Web site: Buffett. Warren. February 25, 2017. Berkshire Hathaway Inc. Annual Shareholder Letter 2016. April 8, 2021. Berkshirehathaway.com.
  5. Web site: Duffy. Maureen Nevin. May 9, 2012. Another "Wide Moat" ETF Tests the Waters. 2021-04-08. Institutional Investor. en-gb.
  6. Web site: Motley Fool Staff. 2016-01-22. What Is an Economic Moat?. 2021-04-08. The Motley Fool. en.
  7. Web site: Romanoff. Dan. April 1, 2021. Amazon.com Inc. 2021-04-08. Morningstar.com.
  8. Web site: Swartz. David. March 18, 2021. Extraordinary Challenges Led to Q3 Sales Miss for Wide-Moat Nike; Shares Expensive. 2021-04-08. Morningstar.com.
  9. Web site: Ganti. Akhilesh. March 21, 2020. Economic Moat Definition. 2021-04-08. Investopedia. en.
  10. Web site: Grant. Mitchell. December 22, 2020. Kelly. Robert C.. Switching Costs. 2021-04-08. Investopedia. en.