I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Identify your company's competitive advantage and learn strategies to make it sustainable for long-term success.

The recent drop in Nutrien Ltd.'s share price does not mean that the stock could now deliver satisfactory returns in the near term. Long-term investors should focus on evaluating the company's ...

LONDON--(BUSINESS WIRE)--A well-known market intelligence company, Infiniti Research, has announced the completion of its latest article on competitive positioning in the telecom industry. Currently, ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...

Viking Holdings operates a growing fleet of cruise ships, carving a niche in cultural experiences for relatively affluent customers. The carved niche has created healthy and growing earnings. Viking ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

We are raising our economic moat rating for Tractor Supply TSCO to wide from narrow thanks to investments that enhance its differentiated one-stop-shop model, giving us greater confidence in the ...

Kevin Leo is the Principal Partner of Acceleventi and is a renowned Innovation, Strategy and Positioning Speaker and Venture Investor. In the highly competitive environment of modern business, many ...

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...