Cencora is a 'super cash cow' with high capital turnover and low margins, generating substantial free cash flow from its competitive advantages. COR's business model thrives on low-cost operations, ...
Competitive advantage has shifted from building permanent, defensible positions to fostering rapid adaptability. In today's fast-changing world, traditional moats quickly erode due to digital ...
Eric Schoenstein, managing director at Jensen Investment Management, joins Morningstar's The Long View podcast to talk about the firm's flagship strategy Jensen Quality Growth JENSX, quality stocks, ...
Establishing and maintaining a competitive advantage in times of stability and uncertainty is the cornerstone of business longevity. The absence of a competitive advantage renders many businesses ...
Celestica (CLS) (TSE: CLS) is a profitable company that is currently undervalued. However, it doesn't have a competitive advantage, meaning that there are likely better opportunities elsewhere.
A conversation with the Eccles School of Business’ Jay Barney about where you can find long-term value from the latest tools. Many companies are investing heavily in artificial intelligence right now, ...