Sunday, November 6, 2016

Credit Suisse' Mauboussin: "Measuring the Moat"

From/via Hurricane Capital:
Credit Suisse’s Global Financial Strategies team has published an updated version of the report, “Measuring the Moat.” It includes new charts and examples and reflects the latest academic research.

Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation 
  • Sustainable value creation is of prime interest to investors who seek to anticipate expectations revisions.
  • This report develops a systematic framework to determine the size of a company’s moat.
  • We cover industry analysis, firm-specific analysis, and firm interaction.... mtm

HT: Value Investing World