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, ...
Serge Vasin is Partner at Flintera, a startup studio with a private equity arm that's focused on SaaS, blockchain, AI and EdTech. Artificial intelligence (AI) has become one of the hottest buzzwords ...
Competitive advantage is a favorable position sought by a business to be more profitable than its rivals. To gain and maintain a competitive advantage, the business provides either more affordable or ...
In the business world, trust is often discussed as an abstract concept—something we know is important but it may not always have a clear way to measure or nurture. Yet, after decades in the industry, ...
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, ...
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