How To Analyze Competitive Advantage in 5 Simple Steps + Cheat Sheet For Competitive Analysis
Companies with a durable competitive advantage pay the highest dividends in the long term. Here is how you can assess competitive position and a cheat sheet to streamline it.
If I were to pick one property for investment outperformance, it would have been a long-term competitive advantage—moat, Buffett would say.
Not growth, not management, not even valuation…
A business with a moat can outgrow most hyper-growth companies in the long term through slow but steady growth, survive disastrous management, and even justify seemingly…