PayPal's recent earnings call strengthens the bull thesis and the company's imbalanced risk/reward at its current valuation. The erosion of PayPal's take rates has been a key concern, but the recent ...

Cola's competitive landscape with Porter's Five Forces, analyzing new entrants, rivals, and market power in the beverage ...

We’re past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion. The pressing question for any serious investor ...

Competitive analysis is the process of analysing the strategy employed by competitors to stay ahead of them. It includes researching the competitors’ sales, products, SWOT (strengths, weaknesses, ...

Start a file on each of your competitors including advertising, promotional materials, and pricing strategies. Review these files periodically, determining how often they advertise, sponsor promotions ...

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 ...

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, ...