Pat Dorsey

Pat Dorsey has discussed 12 US public companies across 1 Capital Allocators – Inside the Institutional Investment Industry episode, per Ticker.id. Top: $MORN,…

1. Most companies do revert over time to cost of capital.

   Pat Dorsey · Capital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey · 2026-07-06

2. Weird is definitely not wonderful.

   Pat Dorsey · Capital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey · 2026-07-06

3. You can never set the bar too high in terms of the quality of the business or the quality of the management team.

   Pat Dorsey · Capital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey · 2026-07-06

• $MORN Morningstar — 7 mentions
• $META — 1 mention
• $ASML — 1 mention
• $EBAY — 1 mention
• $TDG Transdigm Group — 1 mention
• $DHR Danaher — 1 mention
• $GE — 1 mention
• $CSGP CoStar Group — 1 mention
• Capital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey · 2026-07-06
• The Long View · Pat Dorsey: Economic Moats and More · 2026-03-31