Posts tagged: wide moat

Not needing Google: the web version of a “Wide Moat”

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By , October 29, 2010

It has been with interest I’ve watched the discussions about being dropped from Google over the last day. It seems as if the Epik website network has been dropped from the search engine listings. I never really looked at Epik’s offerings, so I don’t have an opinion on it. I think Rob Monster generally has something intelligent to say in his blog. In any case, as one commenter put it:

guess that will send them into bankruptcy. Once google cans you its over.

And I thought, my god, what a horrible position to be in. The reason this topic is so relevant to me is because last week we realized here at the office that easyDNS had gotten delisted from Google for over a month! The amazing thing about it was that we didn’t even notice.

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Online, offline, value-investing still requires a wide moat.

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By , July 5, 2010

A lot of people want to “invest” in websites and domain names. As value investors we have the same requirements for an online investment as we do for an offline one or a publicly traded equity:

  • We can buy it for less than it’s intrinsic worth
  • Safety of principal combined with reasonable return
  • A durable competitive advantage or a wide-moat

Between these three simple criteria, we can eliminate probably 99% of the “opportunities” we see out there to “invest” in a web business or a domain name….

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