MOAT News & Analysis

These shares have surged in price in the last year but are significantly overvalued according to our analysts. 

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. 

The firm dominates its core markets. 

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

How to find great companies at attractive prices that align with your individual investment goals.

Financial metrics don’t give us a full picture. 

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.