MOAT News & Analysis

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.

They may generate high returns under the right conditions, but the best feature of a wide-moat stock is its safety.

Chasing performance can lead to poor results but investors can still learn from top performers.