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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19801)	10/8/2004 1:23:16 PM
From: Spekulatius	Read Replies (1) of 78625

Timely article about "moat" or lack of thereof... When Moats Collapse By Rick Aristotle Munarriz (TMF Edible) October 8, 2004 This past weekend I took the family out to see Shark Tale. As an investor intrigued by the prospects of DreamWorks Animation going public -- and with a 6-year-old son who has memorized just about every line from every Pixar (Nasdaq: PIXR) movie to the point where his meager college fund is resting half in cash and half in Pixar -- it was what I like to call due diligence with a side of popcorn. fool.com

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