AI disruption is exposing businesses with weak moats. If your value proposition can be disrupted by an agent, you never had a strong moat.
Here’s our list of the most moated businesses in the world:
1) ASML
2) TSMC
3) Nvidia
4) Moody’s/S&P
5) Meta
6) Google
7) Amazon
8) Mastercard/Visa
9) Apple
10) Microsoft
11) FICO
12) Saudi Aramco
13) LVMH
14) MSCI
Which businesses do you think have the strongest moats in the world?