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 …
投資覚書や買収対象における競争優位性の主張はほぼ普遍的であるが、投資収益を示し、促進する経済的堀の力が実証されているにもかかわらず、ほとんどの商業デューデリジェンスでは…
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 …
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