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.
Alexandra Twin has 15+ years of experience as an editor and writer, covering financial news for public and private companies. Robert Kelly is managing director of XTS Energy LLC, and has more than ...
Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...
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 ...
I am bullish on Advanced Micro Devices (AMD) as it has a strong competitive position, a promising long-term growth runway, and reasonable valuation multiples relative to the company’s trading history.
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 ...