Pat Dorsey is one of the brains behind Morningstar's economic moat ratings, as well as their framework for analyzing competitive advantage. He also wrote two books: “The Five Rules for Successful Stock Investing“ and "The Little Book that Builds Wealth“. He was the Director of Research for Sanibel Captiva Trust. After he quit he founded Dorsey Asset Management.
Pat Dorsey's investment strategy is exemplified by his top five stock selections, showcasing a focus on tech and growth opportunities. Leading his portfolio at 23.8%, Meta Platforms Inc, the parent company of Facebook, highlights Dorsey's belief in the enduring strength of social media giants. Alphabet Inc occupies the second spot with 16.4% of Dorsey's investments, reflecting confidence in this dominant internet conglomerate's diversified array of services including Google. Wix.com Ltd, accounting for 11.7% of his assets, emphasizes Dorsey's interest in web development platforms with scalable potential. Smartsheet Inc follows closely at 11.5%, suggesting an inclination towards companies specializing in dynamic workplace collaboration tools. Lastly, Herc Holdings Inc stands at 9.8%, indicating Dorsey's commitment to robust industrial sector plays. These positions provide insight into Pat Dorsey's tactical allocation within his investment portfolio, skewed towards innovative market leaders poised for growth.
