competitive advantage

What separates great companies from average ones? They matter. Here are two companies that do just that in its markets.

Airlie Funds Management's Will Granger and IML's Marc Whittaker analyse 5 stocks with strong financials and healthy competitive advantages.

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...

Because knowing what you don't know is oftentimes more important than knowing what you do know.

The Nexus Of Quality and Growth

The winners of the AI revolution

Mark Arnold shares some stocks that bolstered his team's small-cap growth strategy last financial year and some other consistent performers.

WaveStone Capital’s Henry Hill believes success comes down to sustainable competitive advantage and exploiting the herd. Here’s why.

Having looked backward to understand how Block grew Square into a US$150bn payments business (part one) and applied these learnings to scale Cash App into an 80...

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

The pandemic, devastating weather events, and the invasion of Ukraine are examples of macro-environmental shocks impacting companies worldwide. In a connected world,...

At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong...

CSL has form in creating a sustainable competitive advantage by combining product portfolios, manufacturing and distribution to drive significant shareholder value....

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...

Competitive Advantage Period is a key investment concept that is often overlooked by investors. In this article, our analyst Daniel Wu outlines how this concept can...

Are we watching the wrong 800-pound Gorilla?Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the...

"Long term, culture is enormous in terms of one business doing better than another." Paul Black, WCM Investment Management Culture counts. And sometimes it’s the most...

Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging. “Well, the...