MOAT SOURCES News & Analysis

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.

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

Signs of improvement in continued improvement in core business.

Share price pullbacks can present an opportunity to buy high quality companies at attractive prices.

A near monopoly in Australia pushes this company into global markets but progress has been slow.