When Moats Migrate: Recognizing New Sources of Advantage The strongest Commercial Due Diligence doesn’t just test whether old moats persist—it identifies where new moats are forming. Sometimes the original moat weakens, …
This part provides a systematic methodology for quantifying moat strength across each of the seven tests. VoC questions are only as valuable as the measurement framework applied to the answers. …
Great Commercial Diligence doesn’t just catalog defensive attributes. It stress-tests whether those attributes still create compounding advantage—or whether they’ve become static, eroding, or substitutable. Throughout this diagnostic, Voice of Customer (VoC) research is …
Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Return Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns: Wide-moat …
Las afirmaciones de ventaja competitiva en los memorandos de inversión y en los objetivos de adquisición son casi universales; sin embargo, a pesar del poder demostrado de las ventajas competitivas para indicar e impulsar los retornos de inversión, la mayoría de las auditorías comerciales de debida diligencia...
The Target Co. is playing in a great space (e.g., strong tailwinds, right segment(s), etc.), has product(s) that attract valuable customers, the diligence indicates that the product line is differentiated, …
Direct competition between ecosystems – iOS vs. Android; Twitter (or “the X”*) vs. Instagram (Meta) – is often studied and constantly the subject of various tech press and opinion pieces. …
In a recent conversation with a leading technology-focused sponsor, I was asked an interesting question: if [insert hyperscale technology company name] is getting into everything, then how do I know what’s …
The Amazon Whole Foods tie-up is certainly throwing more than a couple of mature industries for a loop: food production, logistics and distribution, mass-retail and groceries. Since the announcement (and …
I’m fairly certain that just about every commercial diligence assignment conducted is going to include measurement of the asset’s commercial strength relative to customer needs and expectations, and relative to …
Nuestro marco de diligencia debida comercial está disponible para los inversores que deseen realizar un análisis más exhaustivo de sus propias operaciones.
