AI is moving faster and becoming more diverse than ever. The next competitive advantage may come from a new architecture.
Cencora is a 'super cash cow' with high capital turnover and low margins, generating substantial free cash flow from its competitive advantages. COR's business model thrives on low-cost operations, ...
Competitive advantage has shifted from building permanent, defensible positions to fostering rapid adaptability. In today's fast-changing world, traditional moats quickly erode due to digital ...
Palantir's government business gives it a huge and wide moat in my view. Its Forward Deployed Engineer, or FDE, model is a solid competitive advantage to grow its commercial business. Palantir's ...
Identify your company's competitive advantage and learn strategies to make it sustainable for long-term success.
Eric Schoenstein, managing director at Jensen Investment Management, joins Morningstar's The Long View podcast to talk about the firm's flagship strategy Jensen Quality Growth JENSX, quality stocks, ...