Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

Despite Illumina's poor stock performance over the past two years, we believe it's an important competitively advantaged company and has become very undervalued. Illumina's sequencing instruments are ...

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 ...

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.

CoStar Group Inc. has a significant moat with extensive intangible assets and a dominant position in commercial real estate information and analytics. Despite initial skepticism, deeper analysis ...

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 ...

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 ...

Achieving and sustaining a competitive advantage is essential for success and long-term viability. A competitive advantage is what sets an organization apart from its competitors, allowing it to ...

I am bullish on Advanced Micro Devices (AMD) as it has a strong competitive position, a promising long-term growth runway, and reasonable valuation multiples relative to the company’s trading history.

Interpublic Group IPG narrow economic moat ratings. The consolidated nature of the industry and high switching costs of severing the agency relationship for clients contribute to a solid competitive ...

Strategic management is the systematic formulation and execution of objectives and initiatives to secure a firm’s long-term position within a competitive environment. It integrates analysis of ...