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MOAT News & Analysis

Is WiseTech’s $3.2 billion purchase the right move?
Stocks
Is WiseTech’s $3.2 billion purchase the right move?
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
ASX kingmaker stock upgraded to Wide Moat rating
Stocks
ASX kingmaker stock upgraded to Wide Moat rating
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
Sales momentum builds for cheap Wide Moat ASX share
Stocks
Sales momentum builds for cheap Wide Moat ASX share
Endeavour’s liquor retailing business has suffered from industry headwinds that may have bottomed.
Johannes Faul, CFA | 09 May 2025
Bookworm: How capital cycle analysis can unearth superior long-term investments
Personal Finance
Bookworm: How capital cycle analysis can unearth superior long-term investments
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
More promising signs for ASX listed software player
Stocks
More promising signs for ASX listed software player
This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.
Shaun Ler | 30 April 2025
3 ‘buy the dip’ candidates with wide moats
Stocks
3 ‘buy the dip’ candidates with wide moats
Does recent share price weakness spell opportunity in these three high-quality companies?
Joseph Taylor | 23 April 2025
What do Morningstar moat changes suggest about investing and business in 2025?
Personal Finance
What do Morningstar moat changes suggest about investing and business in 2025?
A review of our moat rating changes last year highlights industries under pressure and what makes a quality business today.
Joseph Taylor | 03 April 2025
A new moated technology stock enters our ASX coverage
Stocks
A new moated technology stock enters our ASX coverage
The shares have performed strongly as the company eyes growth in the US.
Esther Holloway | 25 March 2025
The lessons behind the best performing stock over the last 80 years
Stocks
The lessons behind the best performing stock over the last 80 years
4 factors that led to the incredible returns of Philip Morris. 
Shani Jayamanne | 17 March 2025
3 ASX shares to avoid
Stocks
3 ASX shares to avoid
These shares have surged in price in the last year but are significantly overvalued according to our analysts. 
17 March 2025