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, ...
If you focus on these kinds of companies, the quality of your portfolio will get an upgrade.
One key ingredient to ensuring that a company can earn excess returns over time: a durable competitive advantage. If a company has a successful product or service, it won’t be long before rivals try ...
One of the most important steps before investment is to evaluate the competitive advantage of a company. This indicates those special attributes or strategies that give it an edge over its competitors ...
Today’s leaders face an era defined by exponential data growth, accelerated adoption of AI and the rise of hyperscale, cloud-driven infrastructures. This creates immense opportunity and heightened ...
In business, much like in investments, you need to know your strengths. Knowing where you have a competitive advantage and understanding the reasons behind it can be a key to your edge. Otherwise, you ...
Why do some companies perform better than others although they are providing the same products and services? Why does one company become a household name and the other isn’t even mentioned in ...
In business analysis, finding key competitive advantages helps identify firms that can sustain their market position over time. Competitive advantages can come from many sources. This includes things ...