Uyini umsele, igama uWarren Buffett abhekisele kulo?

yini umsele enkampanini

Kunamaphrofayili ahlukile lapho wenza utshalomali. Iphrofayili eyingozi elandela izinzuzo ezinkulu, kumaphrofayli alondolozayo amaningi anciphisa ubungozi obukhulu ngaphandle kokukhetha inzuzo enkulu kangako. UWarren Buffett, nabalandeli emhlabeni wonke kubandakanya nami, waqamba igama elithi Moat. Imoat ngesiNgisi ivela kumsele, ukufana okwenziwe uBuffett ngemisele ezinqabeni. Ngenye yezici, noma isethi yezici, ozicabangayo lapho utshala imali enkampanini. Okukhudlwana lowo Moat (umsele), lapho kungenakunyakaziswa kakhulu kuzoba isikhundla ibhizinisi elikulo.

IMoat uqobo lwayo ayisiso isibikezelo, kepha iyisibonakaliso sokuzinza okukuvumela ukuthi uzethembe ngokwengeziwe lapho uthenga amasheya. Izikhathi eziningi lapho utshala imali, ungenza izinqumo ezinengqondo, kepha ngokungazi zinomfutho. Kwesinye isikhathi ngenxa yezisekelo zenkampani, ngenxa yokubuyekezwa kwamanye amasheya, amanye ngenxa yokulindelwe okuwayo, njll. I-Moat ikuvumela ukuba ube nalowo mqondo ovamile, lowo mbono obanzi ukubona ukuthi iyiphi indawo inkampani ehlala kuyo ngempela. Imakethe ibanzi kakhulu, nokukhethwa kwe- izinkampani ezineMoat, zikhombisile ukuthi ziyamelana nezikhathi zokwehla komnotho, nangokwehla okuthe xaxa kwamanani entengo.

Iyini inkampani eneMoat (moat)?

Izindlela zokwazi ukuthi ngabe inkampani ine-moat enhle yezomnotho

Umsele wezomnotho noma umsele wezomnotho, ngokusho kweBuffet, isho izinzuzo zokuncintisana zenkampani ngokuqhathaniswa nomncintiswano wayo. Ngendlela efanayo, ukusimama kwalowo mkhiqizo noma insizakalo kanye nokusimama kwayo, ukwandiswa kwesikhathi. Uma kukhulu lezo zinzuzo zokuncintisana, i-Moat enkulu esizobe sikhuluma ngayo.

Inkampani ekhiqiza umkhiqizo omuhle kakhulu, eheha abathengi futhi enenzuzo, ayithathi isikhathi eside ukuheha izimbangi. Ezinye izinkampani ezifuna ukuphindaphinda umkhiqizo futhi zize ziwuthuthukise, zilahle isabelo semakethe. Le nzuzo esatshalaliswa kakhulu ingukuphazamiseka okuyinhloko inkampani eye yathuthukisa umkhiqizo omusha okuzodingeka ukuthi ibhekane nayo.

Kodwa-ke, ziningi zalezi zinkampani ezikwazi ukusinda kulezi zenzakalo.

Lezi zinkampani zivame ukuba neMoat enhle, izinhlaka zezomnotho ezibenza bakwazi ukubekezelela ngaphambi kwabanye "abalingisi."
Lezi zinhlobo zezinkampani, ezinemikhuba ebanzi yezomnotho, ziyakwazi ukukhiqiza inani eminyakeni embalwa ezayo. Okulandelayo, sizobona ukuthi yini ehlukanisa lezi zinkampani ezizenza zizuze kakhulu.

Yini enquma ukuthi inkampani inomsele omuhle?

izici zokunquma ukuthi inkampani inamandla yini futhi ine-moat enhle yezomnotho

Kunezindlela eziningi zokuhlola ukuthi ubanzi futhi / noma ujule kangakanani umsele wenkampani. Ngokuhamba kwesikhathi, ngakho-ke, kube nezici ezithile ezabiwe lapho kunqunywa. Phakathi kwazo, okubaluleke kakhulu okungatholakala kungokulandelayo:

  1. Izindleko zebhizinisi eziphansi. Okokuqala ngenxa yokuqonda okulula kwayo. Izinkampani ezikwazi ukukhiqiza okuhle noma insizakalo efanayo, kodwa ngentengo ephansi banenzuzo eningi. Uma kwenzeka uba nodumo njengomkhiqizo, bangafanisa intengo yomncintiswano, futhi bathole amamaki enzuzo ephezulu. Uma isu kungukuthengisa ngentengo ephansi, bangakwazi ukuvula kalula eminye imikhiqizo.
  2. Izimpahla ezingaphatheki. Sizobeka ngaphakathi kwalo mbandela lezo zinto ezingezona ezingokwenyama nezingabonakali ezibika inzuzo enhle enkampanini. Amalungelo obunikazi, amalayisense, kanye nomkhiqizo uqobo kwezebhizinisi. Isibonelo samalungelo obunikazi singatholakala ezinkampanini ezahlukahlukene zemithi. Lapho bethola imiphumela emihle ngemuva kokudlula izigaba ezahlukahlukene, futhi bangaqala ukumaketha umuthi omusha, futhi banalokhu kuphela. Esinye isibonelo, leso sezinkampani zobuchwepheshe. Ngokuya ngamalayisense, isibonelo, singathola abakhipha amaminerali, abanamalayisense okuxhaphaza indawo ethile. Futhi ekugcineni, ngokuya ngomkhiqizo, isibonelo esihle kungaba nguHarley Davidson, ogama lakhe elinamandla amakhulu kwabanye abathengi kangangokuthi abanye baze babhale amagama abo.
  3. Ngenxa yesidingo esivele sikhona (Umphumela Obomvu). Umkhiqizo noma isevisi ingaduma kakhulu kangangokuba amanani aqale ukukhuphuka kancane kancane, ngaphandle kokuthinta abathengi abasha. Kuyenzeka lapho inkampani ithola isabelo semakethe, futhi iba nkulu kangangokuba iheha ngisho namakhasimende amasha ashukunyiswa iqiniso lokuthi abanye abathengi sebekhona vele. Isibonelo esihle kungaba i-Amazon maqondana nokuthengisa okuku-inthanethi. I-Amazon ayigcini ngokusabalalisa kuphela, kepha abathengisi abaningi baphendukela kuyo ngqo ngoba inkampani isivele ine-niche enkulu yemakethe.
  4. Izindleko zokushintshwa. Ukushintsha inkampani lapho ukhona kwesinye isikhathi kungaba nezindleko ezingafuneki. Isibonelo, asishintshi amabhange ngokushesha njengokuya kunoma yisiphi isitolo esikhulu, ngaphandle kwalapho isipho abasinikeza sona siheha ngempela. Ngendlela efanayo, ngeke sishintshe yonke isoftware yenkampani, ngoba olunye uhlelo luyinto ekhanga kakhulu kithi. Lokho amandla okuvikela amaklayenti ngenxa yezindleko ezihilelekile ekushintsheni izinkampani,, ngesinye isici seMoat.

Ungayisebenzisa kanjani iMoat?

Khomba bese ukhetha izinkampani ezinezimo eziqinile futhi ezinenzuzo

Inkampani eneMoat inenani eliphakeme elingaphakathi kunabancintisana nabo. Enye yezindlela zokwenza inzuzo ukutshala imali kuzo. Umbuzo njengokuhlala wazi ukuthi isikhathi sinini.

Imakethe ivame ukuba nemijikelezo yezomnotho, izinkathi zokunwetshwa nokunye kokuncipha. Kodwa-ke, futhi okwenzayo kaningi, kudala okulindelwe okuphezulu kakhulu ezinkampanini ezithile uma kuqhathaniswa nezinye. Kufanele kube nengqondo-ke ukuthi enkampanini eneMoat inani lemakethe lizoba nomsele wezomnotho inkampani enayo. Noma kunjalo, akwenzeki kaningi. Lokhu kungenzeka kungenxa yokuthi ukuthuthukisa iMoat enhle kuthatha, ngokusho kochwepheshe, iminyaka eyi-10 noma ngaphezulu. Ngakolunye uhlangothi, ngemuva kwaso sonke lesi sikhathi, futhi yize kuyizinkampani ezingaguquguquki ekukhuleni kwabo, isici sesikhathi naso sinomthelela. Ekugcineni lokhu kuhumusha kube ukufana kwezilinganiso zamacaphuno namanani phakathi kwezinkampani ezibalwe.

Ukubheka ukuthi izinkampani ezimbili ezisemkhakheni ofanayo lapho enye yazo ineMoat ephakeme uma iqhathaniswa nenye, kusiza ukunquma ngokunemba kakhudlwana okuyiyona ndlela engcono kakhulu ongayitshala. Kulolu hlobo lokutshala imali, imizila emifushane ayifunwa, kepha igxila esikhathini eside. Ekugcineni "amanzi abuyela enkambweni yawo", okuzoletha (uma ingekho imicimbi egcina iyilimaze) izinzuzo futhi ngaphandle kokwesaba okukhulu.

Njengoba uBuffett ngokwakhe asho, "kuphela lapho kuphuma igagasi lapho wazi khona ukuthi ngubani obebhukuda ehamba ze."


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  5. Isitoreji sedatha: Idatabase ebanjwe yi-Occentus Networks (EU)
  6. Amalungelo: Nganoma yisiphi isikhathi ungakhawulela, uthole futhi ususe imininingwane yakho.