In this podcast, I provide some thoughts on the UK small-cap Best of the Best (#BOTB), which published a terrible trading update last week. I contrast it with companies which do have pricing power and monopolistic characteristics.
We explore super high-quality companies in our written research notes:
Last Wednesday, Roland Head examined a UK company with an amazing moat and unbeatable market share.
Earlier this month, I wrote in detail about a US social media giant whose power over its customers is enormous.
Next Wednesday, at 11am (UK) / 6 am (New York), I will publish detailed analysis of my current favourite stock.
These podcasts are available on our YouTube channel, and on Spotify, iTunes and elsewhere. Stay tuned for the next one!
I hope the markets are treating you well.
Best wishes
Graham
Best of the Best was an accident waiting to happen