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, ...

Palantir's government business gives it a huge and wide moat in my view. Its Forward Deployed Engineer, or FDE, model is a solid competitive advantage to grow its commercial business. Palantir's ...

In the Army’s march toward the secretary of the Army’s number two priority, becoming more “data-centric,” Army leaders need more useful models that will help them think about achieving and maintaining ...