Part 4. New Growth Strategies (5 months of observations)
Five months ago, we began keeping a track record of four more AVI strategies. Two of them are also growth-oriented.
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Part 3. The First Three Strategies (17 Months of Observations)
Here, we’ll examine the results of three strategies that we began tracking monthly on 22.10.2024.
Tracking AVI Strategies. Part 2
First, let’s look at screenshots of asset performance for seven accounts at Interactive Brokers, which we maintain separately for each…
AVI Strategy Tracking
Date: March 23, 2026 A 6-part post. Part 1. Today is March 23, and as usual, we are presenting the results of our investment strategies.
Let’s continue to examine the different types of competitive moats (Moat)
Sometimes, a company’s size is its competitive advantage. A large company can: buy raw materials more cheaply produce more cheaply spread…
For those who have recently joined our channel: in addition to this channel, we also have the “AVI Forum.”
For those who have recently joined our channel: in addition to this channel, we also have the “AVI Forum.” There are several groups there…
MOAT #2 - Technology
Sometimes what’s difficult to replicate becomes a business’s protection. A company may have: patents unique innovations massive R&D budgets…
Let’s continue discussing MOATs
MOAT #1 - Brand
Sometimes a company’s main asset isn’t its factories or its technology. It’s what’s in people’s minds.
What Is a “Good Company” for a Long-Term Investor? Most investors look for a “promising” company
But the problem is that “promising” is a forecast. A good long-term portfolio is built not on forecasts, but on the quality of the business.