Pat Dorsey - Dorsey Asset Management: Investing in Economic Moats

from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts

Pat Dorsey is widely respected for his framework around economic moats and business quality.In this episode, we break down Dorsey Asset Management’s portfolio, covering standout holdings like ASML, Meta, AutoZone, Alphabet, Booking Holdings, and Danaher, and explain how durable competitive advantages lead to long-term compounding.Perfect for investors focused on quality, fundamentals, and patience.

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This episode is 11 minutes long.

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This episode was published on January 23, 2026.

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