The longer term outlook for these moated companies looks far brighter than markets seem to be giving them credit for.
Some threats to a company's ability to generate high returns on capital are outside of management's control. Other things, not so much.
Joseph continued to comb investing books for useful insights and wrote about everything from "forever companies" to beaten up alcohol stocks.
Woolworths is cutting prices at supermarkets, while operating costs are still rising ahead of sales growth. Despite sales lifting 4%, these margin crunching effects, together with one-off industrial ...
Investors seem to be questioning long-term demand trends in alcohol. This may have sent the valuation of Wide Moat spirits ...
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as ...
This month officially marked one year of moving to Sydney and one year after draining my funds for Taylor Swift tickets. This ...
Targeting exciting new opportunities from artificial intelligence and blockchain to cannabis legalisation and clean energy – ...
Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, ...
We maintain our $130 fair value estimate for wide-moat Nvidia NVDA as the company reported another quarter of strong results, while providing investors with guidance that exceeded FactSet consensus ...
SiteMinder is the world’s largest e-commerce software provider for the global hotel industry, at twice the size of its ...
In a near-term boost for earnings, Atkins expects coal haulage volumes can continue to recover after being held back by ...