MOAT SOURCES News & Analysis

The narrow moat company surged after an unexpectedly positive result.

Over the long-term it may simply require identifying and buying great businesses.

These two companies with moat may represent an opportunity for long-term investors.

Blindly basing investment decisions on target prices can lead to poor outcomes. 

Value continues to underperform but it may be a function of how we think about the investing style.  

We follow Buffett’s adage to find great companies trading at attractive prices. 

Two key markets are hurting results but there is no quick fix.

Signs of stabilisation, but competitive positioning still weakening against passive investments.

This 4-star opportunity generates a lot of cash and has a history of dividend growth.

We update our view on the sustainability of AGL’s competitive advantage.