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¿Y si te dijeran que la empresa que dominará la movilidad del futuro… podría no ser Tesla, sino Uber?Muchos inversores creen que Tesla lo tiene todo para liderar la conducción autónoma. Pero hay un jugador silencioso, con red global, escala brutal y datos infinitos, que podría ganar esta batalla sin fabricar un solo coche.
Die 13F-Berichte sind da und es gibt einen Paukenschlag: Legende Warren Buffett steigt mit Berkshire Hathaway bei UnitedHealth ein! Ist die Aktie von UnitedHealth jetzt ein Kauf im August? Anleger springen jedenfalls auf den Zug auf und das Papier steigt um 21% in dieser Woche! Was haben die besten Investoren der Welt sonst noch gekauft? Wir verraten es dir in unserem brandneuen 13-F-Report und stellen dir mit Pat Dorsey einen spannenden Investor vor, der jetzt auf Danaher setzt. Zudem blickte die Welt auf das Treffen von Vladimir Putin und Donald Trump in Alaska: Nach 3 Stunden Verhandlungen gab es allerdings keinen erhofften Waffenstillstand, sondern nur eine rätselhafte Pressekonferenz und eine Enttäuschung... enttäuschend waren für Börsianer auch die Erzeugerpreise in den USA in dieser Woche! Sie fielen viel höher aus als befürchtet. Heizen die Zölle die Inflation jetzt kräftig an? Und wird die Inflation überhaupt noch anständig gemessen? Das müssen Anleger jetzt im Blick haben. Zudem rechnen Anleger jetzt tatsächlich mit fallenden Kursen und die Bären haben das Ruder übernommen. Goldman Sachs warnt zudem, dass die Wahrscheinlichkeit für eine Korrektur so hoch ist wie lange nicht!
This episode was originally aired on June 16th, 2023. OK, I lied. There aren't 15 tips. There are probably more and if you want to count them up you can e-mail me and correct my mistake. But I get a lot of questions about fishing emergers, and I thought a podcast on how to identify when fish are taking emergers and how to fish them would be welcome. Not only that, world-famous and beloved fishing guide and author Pat Dorsey [36:05] gives us his favorite fly patterns for fishing emergers including a couple secret ones. In the Fly Box this week, we have some thoughtful questions and a few tips from listeners, including: A great tip on casting with your non-dominant hand Will wildfire smoke affect trout populations? If I hear there are native brook trout in a stream, how do I find out where they are? A nice tip on untangling snarls of fly line. Bigger brook trout started taking my nymphs on the swing instead of dead-drifted. How should I take advantage of this next time? How much of an incline in a small mountain stream can trout survive? A listener was disappointed in my podcast with John Gierach because we did not discuss how anglers can have a positive impact on climate change. Two listeners want to know what type of floating line to put on their Euro rods when they switch to dry flies. Why are some articulated streamers tied with the hook down and why are some tied with the hook up? I have a busy life. Am I missing opportunities by not tying my own flies? Brown trout are invasive in my cutthroat stream. Should I take them home to eat them, or just kill them and throw them up on the bank? Is it ethical to back and fish a place on my own if a guide showed me the spot? I have heard if you cut the welded loop off a fly line you can't use it any more because it will absorb water. Is this true?
¿Y si te dijeran que las mejores oportunidades de inversión están en los sitios que nadie está mirando?En este episodio de Territorio Inversor, hablamos con Rodrigo Villanueva, gestor del fondo Attitude Small Caps, un inversor obsesionado con encontrar valor donde otros ni siquiera miran. Desde su paso por la consultoría hasta lanzar su propio fondo, Rodrigo nos cuenta cómo analiza cientos de compañías, qué busca en una inversión y por qué hoy tiene gran parte de su cartera en Polonia y Hong Kong.Descubre cómo construye convicción en sus ideas, qué métricas prioriza (aunque estén fuera del radar de los grandes) y cómo encuentra joyas ocultas gracias a un uso inteligente de screeners.
¿Los aranceles de Trump fueron una locura… o una jugada estratégica?En einversion #bolsadevalores #economiael reconocido economista Daniel Lacalle analiza sin filtros la política comercial de Donald Trump, la guerra arancelaria, y —lo más importante— cómo estas decisiones impactan directamente en los mercados financieros y en tu dinero.
Our destination is Part 2 with legendary Colorado guide, author, and trout teacher Pat Dorsey—owner of the Blue Quill Angler and perhaps the foremost expert on the South Platte. Pat dials it up a notch or two in this episode, sharing his go-to fly patterns, fly design insights, and strategies for fly fishing new water. We dig into questions like: How fast should you fish? Why does Pat love indicators? And what makes a fly truly innovative? You'll also hear stories of drift boat weddings, the origin of the Mercury Midge, and Pat's first-ever guide trip. Stick around for a quick chat with one of Pat's longtime clients—and a surprise about what's next for him. Let's rig up the indicator rod and jump in with Pat! With host, Steve Haigh Be the first to know about new episodes. Become a subscriber Destination Angler on YouTube Contact Pat: https://bluequillangler.com/ | patd@bluequillangler.com | Instagram @patdorseyflyfishing & Facebook Destination Angler Podcast: Website YouTube Instagram & Facebook @DestinationAnglerPodcast Please check out our Sponsors: Got Fishing Crafting world-class fly-fishing adventures specially designed to your level of experience and budget. Facebook @GotFishingAdventures Instagram @GotFishing TroutRoutes The number one fishing app, helping trout anglers avoid the crowds and explore new public water. Download it and receive 20% off using Destination20 promo code in the app store today! Facebook @troutinsights Instagram @TroutRoutes Adamsbuilt Fishing THE trusted source for quality fly fishing gear, built to last at an affordable price. Waders, Nets, Outerwear. Facebook & Instagram @Adamsbuilt Comments & Suggestions: host, Steve Haigh, email shaigh@DestinationAnglerPodcast.com Available on Apple, Spotify, or wherever you get your podcasts. Recorded February 9, 2025
Our Destination is Part 1 of our deep dive into top tailwaters in Colorado with 30-year veteran guide and author, Pat Dorsey, Blue Quill Angler, Evergreen, Colorado. With 30 years on the water, Pat knows these rivers inside and out—including the South Platte, Blue, Yampa, Williams Fork, Taylor, Frying Pan, and Gunnison Gorge. Pat breaks down the technical side of tailwater fishing, answering big questions like: Why are deep pools so tricky? What separates a good angler from a great one? What exactly is a “guide fly”? He also shares expert tips on winter fishing, sight fishing, and the age-old debate—freestones vs. tailwaters. Stick around ‘til the end for Pat's out-of-the-box strategies to turn tough days into great ones! With host, Steve Haigh Be the first to know about new episodes. Become a subscriber Destination Angler on YouTube Contact Pat: https://bluequillangler.com/ | patd@bluequillangler.com | Instagram @patdorseyflyfishing & Facebook Destination Angler Podcast: Website YouTube Instagram & Facebook @DestinationAnglerPodcast Please check out our Sponsors: Adamsbuilt Fishing THE trusted source for quality fly fishing gear, built to last at an affordable price. Waders, Nets, Outerwear. Facebook & Instagram @Adamsbuilt Got Fishing Crafting world-class fly-fishing adventures specially designed to your level of experience and budget. Facebook @GotFishingAdventures Instagram @GotFishing TroutRoutes The number one fishing app, helping trout anglers avoid the crowds and explore new public water. Download it and receive 20% off using Destination20 promo code in the app store today! Facebook @troutinsights Instagram @TroutRoutes Comments & Suggestions: host, Steve Haigh, email shaigh@DestinationAnglerPodcast.com Available on Apple, Spotify, or wherever you get your podcasts. Recorded February 9, 2025
Gestor de Fondos Explica Por Qué el Múltiplo No Importa a Largo Plazo | Xavi Brun
Mark goes through why the conventional wisdom is to reinvest dividends, but despite this, why he has stopped.This week, Mark's Unconventional Wisdom column takes a deep dive into the Yale model. He looks at whether Industry superfunds are following the wrong investment strategy, as there are signs that it may not work as well in the future as it has in the past. For International Women's Day, Shani's Future Focus column looks at how women have been able to find financial security regardless of vigorous societal opposition, looking at examples from different cultures around the world. She leans into new research from Morningstar's Behavioural Research team to provide evidence based insights on how to increase your financial security by focusing on strengthening your foundations. Australians are often told that the only way to achieve wealth is through the property market. This week Sim explores the question many young people are grappling with amid sky rocketing house prices, should you invest in shares or save for a house deposit? A company's moat and the returns on capital it is able to generate for shareholders are not static. Over time they can get better or they can get worse, for reasons in and outside of a company's control. In this week's Bookworm, Joseph looks at two Aussie companies that may be scoring what Pat Dorsey sees as a classic own goal when it comes to capital allocation.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
Gestor de Hedge Fund explica por qué el 70% de su cartera está en 4 Acciones | Dani Tello
Insurance is a necessary evil of a holistic financial plan. Some investors avoid enroling or reviewing their insurances.as it's a tedious task that provides no immediate benefit. It however, provides peace of mind and protection at some of the most vulnerable times of your life. It's important to optimise your insurance to make sure you are adequately covered, but also that you are minimising the costs. We go through the best ways to protect yourself.You can view the full article here.Mark's Unconventional Wisdom column focuses on AI this week. He explores why he's not intentionally investing in the AI trend, and why it may not live up to the expectations that investors may have. When it comes to buying individual shares, investors should seek to avoid big losers every bit as much as they vaunt potential winners. Joseph explores Pat Dorsey's "ten minute test" for cutting lower quality companies from consideration quickly. Does the familiar ASX name he puts under the microscope get pass marks? Find out in Joseph's Bookworm column. An Investing Compass listener has asked a question about why Shani invests in managed funds. Shani shows how she's based her investing strategy, and therefore her investing products, around what suits her goals and behaviour the best. Find out what Shani likes about managed funds in her Future Focus column.Ongoing cost of living pressures continue to weigh down on young Aussies trying to fulfil the Australian dream. This raises an important question about the financial viability of raising the next generation. Whilst the crippling price of homeownership is no secret, the cost of having a child is perhaps a lesser discussed issue. With birth rates on the decline, Sim explores whether the average millennial can afford to have children in the current economic climate.Interested in our investing course? Find it here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
Pat Dorsey visits Google to discuss his book “The Little Book that Builds Wealth”. Over time, most businesses with high returns on capital attract competition that forces down profitability. However, a small minority of companies are able to defy the laws of economic gravity by creating competitive advantages, or “economic moats” that insulate them from competition and allow them to maintain high returns on capital. After spending fifteen years analyzing thousands of companies, Pat has identified a handful of structural characteristics that create competitive advantage. In this Talk, he discusses these characteristics, how management teams can create and destroy competitive advantage, and how he applies competitive analysis in managing institutional capital at his firm Dorsey Asset Management. Pat is the founder of Dorsey Asset Management, which manages concentrated global portfolios for institutional investors. 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. He has also served as the 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. Originally published in January of 2015. Visit http://youtube.com/TalksAtGoogle/ to watch the video.
Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we've revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher.Today, we're going to talk about “The Little Book That Builds Wealth” by Pat Dorsey.Pat Dorsey was the pioneer behind Morningstar's economic moat concept. Morningstar currently ranks companies based on whether or not they deem them to have a wide moat, a narrow moat, or no moat. Dorsey put together that entire framework. Today, he runs money based on trying to buy moats at reasonable prices.Links* The Little Book That Builds Wealth: https://www.amazon.com/Little-Book-That-Builds-Wealth-ebook/dp/B07MMYC9VT* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss: (11:02) Exploring Intangible Assets (24:32) The Importance of Switching Costs (33:53) Unpacking Network Effects (46:58) Economies of Scale and Cost Advantages (54:05) Analyzing Pat Dorsey's Portfolio (01:05:12) Key Takeaways from Pat Dorsey ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
In hour one Terry is joined by Steve Pennaz, Pat Dorsey, Steve Gibson, and Dan Gates. They discuss current trends with fishing lures and electronics, fly fishing updates, updates at Larimer County regarding the fire restrictions, and mountain lion hunting and Outdoorsman day!
In this week's episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he's developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started. Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:05 - How VSG got interested in value investing and what his biggest influences were. 05:46 - How the dot com bubble affected him. 06:37 - How he worked his way out of debt after falling into some typical consumer traps. 09:11 - When and how he got interested in the FIRE movement. 15:16 - What value investors have influenced his current approach to stock selection. 17:52 - How VSG has learned to think about moats. 23:10 - What the “weird portfolio” is. 33:59 - Why he writes weekly research reports. 39:33 - How to use Dataroma to clone great investors. 47:35 - What he's learned from some of the guests on his podcast. 49:58 - What his favorite money and investing movies are. 52:16 - What his favorite stock is right now. 54:22 - What he would tell a younger investor on how to get started investing. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Snowball by Alice Schroeder. Recommended Book: Early Retirement Extreme by Jacob Lund Fisker. Recommended Book: Deep Value by Tobias Carlisle. Recommended Book: The Little Book that Beats the Market by Joel Greenblatt. Recommended Book: The Little Book That Builds Wealth by Pat Dorsey. Recommended Book: Money by Tony Robbins. Recommended Book: Principles by Ray Dalio. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: Tapdancing to Work by Carol Loomis. Check out: Dataroma. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: DeleteMe Monarch Money Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Toyota Connect with Patrick: Twitter Connect with VSG: Website | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Chapter 1 What's The Little Book That Builds Wealth Book by Pat DorseyThe Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments is a book by Pat Dorsey that provides a simple and effective framework for investing in high-quality companies with long-term growth potential. Dorsey, a former director of equity research at Morningstar, outlines his process for identifying businesses with durable competitive advantages, strong financials, and capable management teams. The book aims to help investors build a solid portfolio of successful investments that can generate wealth over time.Chapter 2 Is The Little Book That Builds Wealth Book A Good BookThe Little Book That Builds Wealth by Pat Dorsey is generally well-regarded as a good book by those interested in investing and financial planning. Dorsey provides practical advice and strategies for building wealth through sound investment practices. The book is easy to read and understand, making it accessible to beginners and seasoned investors alike. Overall, if you are looking for a concise and informative guide to building wealth through investment, The Little Book That Builds Wealth is a good choice.Chapter 3 The Little Book That Builds Wealth Book by Pat Dorsey SummaryThe Little Book That Builds Wealth by Pat Dorsey is a concise guide to investing in high-quality companies to generate long-term wealth. Dorsey, the former Director of Equity Research at Morningstar, distills his decades of experience in analyzing companies into a simple and easy-to-understand framework for investors.The book revolves around the idea of focusing on companies with a sustainable competitive advantage, or economic moat, that allows them to maintain high profitability and protect their market share over the long term. Dorsey identifies five key sources of economic moats: intangible assets, switching costs, network effects, cost advantages, and efficient scale.By investing in companies with strong economic moats, investors can benefit from the compounding effect of long-term growth and consistent returns. Dorsey provides practical guidance on how to identify and evaluate economic moats, including a checklist of questions to ask when analyzing a company's competitive advantage.Overall, The Little Book That Builds Wealth is a valuable resource for investors looking to build a portfolio of high-quality companies that can deliver sustainable returns over time. Dorsey's straightforward approach to investing and focus on long-term value creation make this book a must-read for anyone interested in successful investing. Chapter 4 The Little Book That Builds Wealth Book AuthorPat Dorsey is a well-known author and investment strategist who released "The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments" in 2008. Dorsey is also the author of another book titled "The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market," which was released in 2004.Among Dorsey's books, "The Five Rules for Successful Stock Investing" is considered the best in terms of editions and popularity. This comprehensive guide provides valuable insights and strategies for successful stock investing, making it a highly recommended read for both novice and experienced investors.Chapter 5 The Little Book That Builds Wealth Book Meaning & ThemeThe Little Book That Builds Wealth Book Meaning"The Little Book That Builds Wealth" by Pat Dorsey is a book that offers simple...
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: - Pat Dorsey's 4 moat categories (plus examples) - Lyft's earnings snafu and whether it was purposeful - Sam Altman's wild semiconductor ambitions - Is TopGolf Callaway turning into a shitco? ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Public.com just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade. -Earn $0.18 rebate per contract traded -No commission fees -No per-contract fees By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at Public.com/chitchatstocks by March 31 to lock in your lifetime rebate. Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
El libro “El pequeño libro que genera riqueza” de Pat Dorsey es una guía para aprender a identificar empresas sólidas y atractivas de cara a la inversión.La estrategia que toma como punto de partida es muy sencilla ⬇️[[ Centrarse en comprar empresas FANTÁSTICAS a precios RAZONABLES, tal y como defiende el mismísimo Warren Buffett ]]Para implementar esta estrategia, se deben seguir cuatro pasos esenciales:1️⃣ Elegir2️⃣ Comprar3️⃣ Mantener4️⃣ RepetirEn el vídeo, te los describo brevemente.Para identificar a las mejores compañías, Pat Dorsey utiliza el concepto clave de “MOAT”, que es una metáfora para las llamadas “ventajas competitivas” o “fosos defensivos”. Según Pat Dorsey, las empresas realmente valiosas para invertir son capaces de:⟫ Generar ingresos recurrentes⟫ Tienen un grado suficiente de certeza⟫ Producen un adecuado retorno sobre el capital invertido⟫ Tienen ventajas competitivas que pueden sostener en el tiempo frente a sus competidores.Para descubrir este tipo de compañías, el libro propone identificar 4 grandes tipos de ventajas competitivas.¡Te las detallo en el vídeo para que tú también puedas SACAR PARTIDO DE ELLAS!
In hour 1 of Terry Wickstrom Outdoors, Terry is joined by Troy Coburn, Jessica Ericson, Jasmine Saxon, Alan Martinez and Pat Dorsey. Their discussions include: jigs, streamers, fall brown trout, International Archaeology Day, Zebra mussels and fly fishing.
OK, I lied. There aren't 15 tips. There are probably more and if you want to count them up you can e-mail me and correct my mistake. But I get a lot of questions about fishing emergers, and I thought a podcast on how to identify when fish are taking emergers and how to fish them would be welcome. Not only that, world-famous and beloved fishing guide and author Pat Dorsey [36:05] gives us his favorite fly patterns for fishing emergers including a couple secret ones. In the Fly Box this week, we have some thoughtful questions and a few tips from listeners, including: A great tip on casting with your non-dominant hand Will wildfire smoke affect trout populations? If I hear there are native brook trout in a stream, how do I find out where they are? A nice tip on untangling snarls of fly line. Bigger brook trout started taking my nymphs on the swing instead of dead-drifted. How should I take advantage of this next time? How much of an incline in a small mountain stream can trout survive? A listener was disappointed in my podcast with John Gierach because we did not discuss how anglers can have a positive impact on climate change. Two listeners want to know what type of floating line to put on their Euro rods when they switch to dry flies. Why are some articulated streamers tied with the hook down and why are some tied with the hook up? I have a busy life. Am I missing opportunities by not tying my own flies? Brown trout are invasive in my cutthroat stream. Should I take them home to eat them, or just kill them and throw them up on the bank? Is it ethical to back and fish a place on my own if a guide showed me the spot? I have heard if you cut the welded loop off a fly line you can't use it any more because it will absorb water. Is this true?
Show Notes: https://wetflyswing.com/397 Presented By: Chota Outdoor Gear, Drifthook, Zoe Angling Group, Trxstle Sponsors: https://wetflyswing.com/sponsors Skeed Borkowski is here today to take us into the Northern Lights Lodge and the wilderness of Northern British Columbia. We discover what it takes to catch bull trout on the fly. We talk about the relationship of these big rainbow trout to Skeena steelhead. We also talk about the Stillwater areas which we'll be digging into more as we get going this year. Skeed has the greatest name out there and he is the most interesting man in Northern Canada. Bull Trout Fly Fishing Show Notes with Skeed Borkowski 05:30 - Their lodge is situated in Quesnel Lake. 12:45 - Northern Lights Lodge was established in 1942. 25:45 - Their salmon runs come all the way from Vancouver to Fraser River to Quesnel River to Quesnel Lake. 29:25 - September to mid-October is the best time to target bull trout. The average you can catch is about 24 inches. 40:00 - They had a large sockeye run at about 800,000 that came into the system in different tributaries. 41:45 - We talk about the gear setup for bull trout. 45:00 - Skeed tells the story of when he had a heart attack. 54:45 - Skeed describes what the lodge looks like and how much its capacity is to accommodate. 1:11:50 - Skeed sent me a photo of Pat Dorsey. Show Notes: https://wetflyswing.com/397
In this episode we Wadeoutthere with Pat Dorsey from Parker, Colorado. Pat grew up fly fishing the South Platte River with his father and uncle, and started his professional career in fly fishing tying flies. Pat has been guiding for over thirty years, is the head guide and co-owner of the Blue Quill Angler fly shop, and author of several books, including his latest Favorite Flies for Colorado. Pat is a passionate angler, with the heart of a teacher. We discuss fly selection, family, and the South Platte River.You can get in touch with Pat or follow him on Instagram at:@patdorseyflyfishingTo schedule a guided trip with Pat visit:The Blue Quill Angler.comCheck out these books from Pat:Favorite Flies for Colorado: 50 Essential Patterns From Local Experts Colorado Guide FliesFly Fishing Guide to the South Platte RiverTying and Fishing Tailwater FliesFly Fishing Tailwaters - Tactics and Patterns for Year Round WatersA Fly Fisher's Guide to the South Platte RiverIf you want more information on some of the topics we discussed try reading these blog posts from Wadeoutthere:READ: WADEOUTTHERE | Small Flies, Light Takes, and Lost Fish. It's Good for You.READ: WADEOUTTHERE | Sight Fishing - Part 1. Pick Your BattlesREAD: WADEOUTTHERE | Sight Fishing - Part 2. ObservationREAD: WADEOUTTHERE | Why We Take Our Children Fly FishingREAD: WADEOUTTHERE | Look Through, and Fish the Flash For more fly fishing stories, lessons learned, and artwork check out my blog and online gallery at Wadeoutthere.com