TOPIC
MOAT News & Analysis
Stocks
WTC has a few moat sources. This week’s chart looks at where it gains a competitive advantage.
Shani Jayamanne | 10 July 2025
Stocks
The sell-off in this moated healthcare company ignores strong potential for revenue growth and margin improvement.
Shane Ponraj, CFA | 27 June 2025
Stocks
Cochlear’s biggest market segment has matured and it is looking elsewhere for growth.
Shane Ponraj, CFA | 17 June 2025
Stocks
In the life insurance software industry, growth requires patience. Shaun Ler thinks this ASX listed firm is positioned to win.
Joseph Taylor | 11 June 2025
Stocks
WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.
Roy Van Keulen | 28 May 2025
Stocks
WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.
Roy Van Keulen | 26 May 2025
Stocks
Endeavour’s liquor retailing business has suffered from industry headwinds that may have bottomed.
Johannes Faul, CFA | 09 May 2025
Personal Finance
Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
Joseph Taylor | 04 May 2025
Stocks
This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.
Shaun Ler | 30 April 2025
Stocks
Does recent share price weakness spell opportunity in these three high-quality companies?
Joseph Taylor | 23 April 2025
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