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.
Mark LaMonica: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature. It does not take into consideration ...
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 ...
From media headlines, and the market’s gyrations over the past fortnight, you’d have cause to think February 2025 reporting season has been a complete flop.
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 ...