I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

LONDON--(BUSINESS WIRE)--A well-known market intelligence company, Infiniti Research, has announced the completion of its latest article on competitive positioning in the telecom industry. Currently, ...

While the firm has struggled at the hand of intense competitive pressures, challenging category dynamics, and some self-inflicted missteps over the past few years, we think its wide moat positions it ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

IBEX has achieved revenue and EBITDA growth of 7% and 17%, respectively, owing to industry tailwinds and a successful growth strategy. The company’s margins had been on an upward trajectory, although ...

CoStar Group Inc. has a significant moat with extensive intangible assets and a dominant position in commercial real estate information and analytics. Despite initial skepticism, deeper analysis ...

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...

Consumers are bombarded with unending streams of information on millions of products from thousands of companies. Positioning is a strategy to get your company and products noticed; it actually refers ...