MOAT SOURCES News & Analysis

Blindly basing investment decisions on target prices can lead to poor outcomes. 

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

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.

This 4-star opportunity generates a lot of cash and has a history of dividend growth.

We update our view on the sustainability of AGL’s competitive advantage.

Morningstar’s Mining Landscape report outlines where we see the biggest opportunities 

Companies that make it into Berkshire Hathaway’s portfolio have some common threads in their genetic code.

A narrow moat stock with a high ROIC that’s undervalued.