The most important thing to me is figuring out how big a moat there is around the business. What I love, of course, is a big castle and a big moat with piranhas and crocodiles.
– Warren Buffett

Companies

The Disney Recipe
Walt Disney, however, left another, arguably even more valuable, recipe for his company. This was a strategic recipe or what I call a corporate theory of sustained growth.

Coca-Cola made a big bet that moving to smaller packages would make people spend more on soda — and it’s paid off
Smaller packages are growing much faster than larger packages, and smaller packs have a higher price per gallon/liter/case.

Vizio just filed to become a public company
The challenge for the company as it begins meeting with potential shareholders will be convincing them that Vizio isn’t as ripe for the disruption as the companies it displaced.

Jack Dorsey’s Square reportedly files for IPO
Square processed $30 billion in payments last year

Markets

Eggs are no longer the cheapest source of animal protein
Chicken breasts are.

Apartment-Led Housing Recovery May Pack Smaller Punch
Smaller spaces theoretically mean less stuff bought to fill them, which means relatively less demand for that stuff, which means fewer people needed to make that stuff.

Investing

Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation
The most important thing to me is figuring out how big a moat there is around the business. What I love, of course, is a big castle and a big moat with piranhas and crocodiles.

Long reads

Rome is on the verge of collapse, warn city leaders
“The Eternal City is at crisis point after years of neglecting its world famous historical landmarks, an immigration crisis and crippling corruption.

NASA Has Discovered a Planet That Seems a Lot Like Earth
“Don’t start packing just yet. This distant planetary cousin is 2.5 million times farther away than Pluto”

Inside the Secret World of Russia’s Cold War Mapmakers
The Soviet Military secretly mapped the entire world, but few outsiders have seen the maps—until now.”

Graph of the week

The Disney Recipe

disney-2

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