Pat Dorsey - Investment Strategies

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  • čas přidán 6. 04. 2015
  • In this talk given to the Bulldog Investment Company members and the TLU and Seguin communities, Pat Dorsey outlines the major competitive advantages that give superior companies the power to stay on top.
    Pat Dorsey is the founder of Dorsey Asset Management (www.dorseyasset.com). Prior to starting Dorsey Asset, Pat was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $1 billion in assets under management serving high net worth clients.
    From 2000 to 2011, Pat was Director of Equity Research for Morningstar, where he led the growth of Morningstar’s equity research group from 10 to over 100 analysts. Pat developed Morningstar’s economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage. Pat is also the author of two books - The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth - and has been quoted in publications such as the Wall Street Journal, Fortune, the New York Times, and BusinessWeek.
    Pat holds a Master’s degree in Political Science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA charterholder.
    Texas Lutheran University students experience a challenging academic environment that sets a path for life-long learning. Our students engage in high-impact educational experiences that include civic engagement, aesthetic expression, critical thinking, and a focus on intercultural and global knowledge in a community that welcomes the interplay of faith and reason.
    Learn Boldly. Live to Inspire
    www.tlu.edu

Komentáře • 30

  • @adampeach3843
    @adampeach3843 Před 3 lety +6

    Thanks for the video. Just finished reading "the little book that builds wealth". One of the best installments in that book series. Pat dorsey is an awesome teacher

  • @shivashankrappabalawat4327
    @shivashankrappabalawat4327 Před 7 lety +19

    He is very consistant in his presentation. I watched his Google talk as well.Both presentations are as if they are tape recorded. It is immaterial whether he is an actual investor or not.His ideas are excellent.Worth using ,if we want to invest.

  • @sslim09
    @sslim09 Před 7 lety +7

    Moat is another name for "competitive advantage".

  • @RADPRASANNA
    @RADPRASANNA Před 5 lety +6

    Excellent talk. I had read about moats, but this talk enlightened me and pressed on its importance. Thanks Pat.

    • @federicodesia_7289
      @federicodesia_7289 Před 5 lety +1

      Hi, could you explain what I said in the chat the most important thing because I am Spanish and just this does not have a translator, and I do not understand English (now I am writing with the Google translator) thanks

    • @RADPRASANNA
      @RADPRASANNA Před 5 lety

      @@federicodesia_7289 Excelente charla Había leído sobre fosos, pero esta charla me iluminó y insistió en su importancia. Gracias Pat.

  • @UrgeidoitNet
    @UrgeidoitNet Před 7 lety

    nice work!

  • @alejandrocamara3607
    @alejandrocamara3607 Před rokem +1

    Funny how Crocs is almost 2000% up since this video hehe good video and learning though

  • @adealadejarerealestate

    Nugget after Nugget, damn Dorsey is good.

  • @ManuMB_
    @ManuMB_ Před 2 lety

    Any transcription please??

  • @smallgooddeeds7077
    @smallgooddeeds7077 Před 2 lety

    He is damn good

  • @RemiStardust
    @RemiStardust Před 6 lety +1

    1:49:50 "Silverlake Axis" - It's ironic, that mere weeks after he said this, the stock got hit because of fraud accusations and hasn't recovered 2 years later. Stock cut in half.

    • @jaygreenham
      @jaygreenham Před 6 lety

      However, Jack Henry is up 170% over the last 5 years.

  • @konstantinassolovejus
    @konstantinassolovejus Před 2 lety

    What about Crocs Mr. Dorsey would say now?

  • @salembaobaid9301
    @salembaobaid9301 Před 3 lety

    Adsk 1:20:00

  • @ManuMB_
    @ManuMB_ Před 2 lety +1

    Subtitles pleaseeeeeeeeeeeeeeeeee

  • @extramild1
    @extramild1 Před 4 lety

    Does anyone know why this mans fund does not own Amazon?

  • @LakerPark
    @LakerPark Před 3 lety

    You will never here a successful investor bad mouth others. Also sports team owners make millions on merchandising and apparel. Duh

  • @kevtherev8194
    @kevtherev8194 Před 4 lety

    He talks like a Salesman, not a real investor!

  • @jasonsmith4461
    @jasonsmith4461 Před 7 lety +2

    It is funny that someone like pat dorsey who never done any real investing in his life, never had any track record, never had track record (anyone saw his numbers?) can actually get up there on the stage at the incredible GOOGLE to talk about investing. There are a ton of really good small investors out there, way way more qualified than this guy to talk about investing. Writing about investing and the actual investing are very different. Don't confuse good investors from good salesman talking about investing because it is your money and/or your clients money at the end of the day

    • @hansinternett7661
      @hansinternett7661 Před 7 lety +4

      the troll here again

    • @lordmetroid
      @lordmetroid Před 7 lety +1

      This not even a talk at google.

    • @mathijsmillenaar8839
      @mathijsmillenaar8839 Před 7 lety

      Where can I find his track record? Would like to see it actually.

    • @MattCommins
      @MattCommins Před 4 lety

      Read his books. He's easily qualified to give presentations like this.

    • @extramild1
      @extramild1 Před 4 lety

      Hi Matt, there is also www.whalewisdom.com you can check out his record, his portfolio etc. Handy for other portfolio managers, To put it bluntly Jason Smith is talking bollox - whalewisdom.com/filer/dorsey-asset-management-llc