MOAT News & Analysis

The sell-off in this moated healthcare company ignores strong potential for revenue growth and margin improvement.

Cochlear’s biggest market segment has matured and it is looking elsewhere for growth.

In the life insurance software industry, growth requires patience. Shaun Ler thinks this ASX listed firm is positioned to win.

WiseTech’s latest acquisition is bigger than its previous 55 combined. Integration could be challenging but the timing looks right.

WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.

Endeavour’s liquor retailing business has suffered from industry headwinds that may have bottomed.

Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.

This moated small-cap looks undervalued versus our forecasts. Let alone management’s more ambitious growth targets.

Does recent share price weakness spell opportunity in these three high-quality companies?

A review of our moat rating changes last year highlights industries under pressure and what makes a quality business today.