Discussion Choose a company not mentioned in this weekâ€™s lectures and use the Mauboussin & Bartholdson approach to provide a brief analysis of the strengths (or weakness) of the company’s competitive moat. You need only provide one or two sentences to address characteristics that Mauboussin & Bartholdson highlight. Discussion Review this week’s reading from Tsang & Xydias: â€œCheapest Stocks Since 1995 Show Cash Exceeds Market (Update5).â€ Under what circumstances would a companyâ€™s stock trade for less than the book value of its equity? Discussion When you consider how bonds are valued, what is the greatest risk in the use of bonds?
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