“Hidden Monopolies by Patrick Wierckx is an essential read for everyone who aspire to succeed at investing. This book offers an indispensable update of the analytical frameworks needed to comprehend the nature of lasting competitive advantages in this infotech era. Wierckx presents a compelling argument that the locus of analysis needs to shift from the company to the customer. In this it provides a valuable update to the Porter five-forces model – but using the customer, and the economics surrounding them, rather than the firm, as the focus. Using real world examples, the book equips the reader with practical tools for in-depth analysis and provides a fresh perspective for investors and investment professionals.”
Acquamarine Fund
“Patrick Wierckx is one of the best fundamental investors.”
Former CIO, Robeco
“In a world where customer-centric businesses thrive, this book provides the essential framework for investors to align their investment strategies with companies that prioritize their customers.”
Founder Sohra Peak Capital Partners
“In this fast-paced book, investment manager Patrick Wierckx explains why companies with loyal customers have the edge over rivals, and also what clues stockpickers should look for.”
Author It's Earnings That Count
“Patrick has a thorough understanding of business models and combines this with an in-depth knowledge about what drives company value.”
Former Head of Asset Management, MN