MOAT SOURCES News & Analysis

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

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.

4 factors that led to the incredible returns of Philip Morris. 

Cyclical upturn should alleviate margin pressure.

Spotify stacked up years of losses to strengthen its position atop the global music streaming market. Our analyst doesn't see this changing any time...

The shares are trading at a 47% premium to our fair value.

A look at two companies that embody some qualities I love to see in a potential investment. If only the price was right.

Over the long-term it may simply require identifying and buying great businesses.