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 ...

Despite Illumina's poor stock performance over the past two years, we believe it's an important competitively advantaged company and has become very undervalued. Illumina's sequencing instruments are ...

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 ...

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 ...

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 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.

About a year ago, CEO Tim Cook revealed that there were 2.35 billion active Apple devices around the world. In the quarters since then, he's mentioned that this installed base continues to hit new ...

Strategic management is the systematic formulation and execution of objectives and initiatives to secure a firm’s long-term position within a competitive environment. It integrates analysis of ...

Competitive research is a gold mine of insights in the world of organic discovery. Clients always love seeing insights about how they stack up against their rivals, and the insights are very easily ...