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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
Read Answer Asked by Paul on January 03, 2024
Q: I currently am a holder of the following three companies. I consider CSU as an A+ quality, legacy wide-moat company and an A+ capital allocater. Conversely I consider Brookfield of similar nature in reinvestment skills, but as more of a B+ ranking. I consider Broadridge as a legacy wide-moat company, but once again I would rank it as a B+ here.

My question is if you know of any other companies that have these wide legacy moats and strong reinvestment skill similar to that of CSU. Especially down in the U.S. Perhaps you could list out 4-5 possibilities?

Thanks,

Liam
Read Answer Asked by Liam on July 09, 2019
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