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moat trajectory

3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 20, 2021 by Mike Trigg · across every show →

Everything said about moat trajectory, oldest first

Dec 20, 2021 bearish
Prediction Not checkable as stated
Trigg: Moat trajectory investing may lose its edge within 10 years
“To some extent, motor trajectory may not be the significant advantage 10 years from now that it was 10 years ago.”
Mike Trigg Dec 20, 2021 ▶ 19:36 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Feb 5, 2024
Insight
Specialist analysts struggle to detect moat trajectory changes due to echo chambers
“Another one we learned about is mode trajectory is about detecting change, and if you're zoomed in too much, you're gonna be slow to see change. So I think one of the reasons why specialists are struggling with the notion of mode trajectory is you're in a vacu…”
Sanjay Ayer Feb 5, 2024 ▶ 26:07 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Oct 27, 2025
Disclosure
Trigg: WCM analysts initially rejected the moat trajectory investment framework
“There was a moment years ago when we were trying to go all in on this concept of mode trajectory and pattern recognition. And several of the analysts at the time were questioning whether this was the right thing to do. And most of the people in the room said, …”
Mike Trigg Oct 27, 2025 ▶ 20:04 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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