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Wide-Moat Ideas

Great investors identify competitively advantaged businesses that reinvest capital at high rates of return. These "compounding machines" enjoy sustainable competitive advantages that keep pricing power strong. The Moat Report Asia analyzes such companies, presenting in-depth ideas to subscribers. Each monthly report highlights an undervalued wide-moat business.

Focus on Asia

Investors like Tom Russo and Warren Buffett have highlighted wide-moat businesses such as Nestle and Coca-Cola in Europe and the U.S. In Asia, however, some of the most compelling investment opportunities remain hidden, even in the case of large, liquid equities. The Moat Report Asia identifies attractively priced, competitively advantaged businesses in Asia ex. Japan.

Authored by KB Kee

Singapore-based analyst Koon Boon Kee, professor at SMU and founding partner of the Bamboo Innovator Institute, is a foremost expert on competitive advantage. He has built an extensive body of knowledge on wide-moat businesses across Asia, giving him a unique ability to identify such equities when a dislocation pushes them below fair value.