IREN Limited rallied on its Microsoft deal, then fell over 50% from highs. Click here to read my latest analysis of IREN ...
IREN Limited pivots from Bitcoin mining to AI infrastructure with 3GW power and a $9.7B Microsoft deal. Click for this close ...
Forbes contributors publish independent expert analyses and insights. I write about investment strategies to build generational wealth. In a world where change happens gradually, then all at once, ...
Moderna’s MRNA mRNA technology has gained rapid validation as sales of its COVID-19 vaccine soar in 2021, but we think the company has yet to secure a narrow economic moat around its business, largely ...
In the business world, a product moat refers to a competitive advantage that a specific product enjoys. This advantage makes it difficult for other companies to compete and allows the product to ...
In nearly every conversation I’ve had with VCs over the past six months, they’ve talked about “moats” and whether or not fintech startups are creating them. But what are moats, did banks ever have ...
Investors love companies with moats. A business moat acts exactly the same way a castle moat does. It makes the business/castle harder to attack. On a Fool Live episode recorded on May 12, Fool ...