In this final excerpt from their new book, Morningstar's Heather Brilliant and Elizabeth Collins examine how companies can build competitive advantages around network effect and scale efficiency.
In this second excerpt from their new book, Morningstar's Heather Brilliant and Elizabeth Collins detail how companies leverage cost advantage and switching costs to their benefit.
investors. I'm here today with Elizabeth Collins and Heather Brilliant . They're co-authors of the new Morningstar book ..... it. Elizabeth, Heather, thanks for joining me. Heather Brilliant : Thanks for having us, Jeremy. Glaser: Like we
In an excerpt from their new book, Morningstar's Heather Brilliant and Elizabeth Collins explore how to identify a moat and how intangible assets can help a firm carve out a sustainable competitive advantage.
almost 27% by 2010 thanks to continued cost containment and growth in medical devices with higher profit margins . . Heather Brilliant Ugly First Quarter for Motorola, But Making Headway (Maintaining) Although Motorola's MOT first-quarter earnings
businesses at bargain prices is health care . Both Johnson & Johnson and Novartis NVS currently trade below analyst Heather Brilliant 's fair value estimates. Brilliant argues that the market is focused on the short term and not giving these businesses
time, can truly take a long-term view of the world, and this different view gives them a distinct perspective. Heather Brilliant : We really like to think like owners of the businesses that we're investing in, and I would liken this really
Heather Brilliant : I'm here today with Hunter Harrison, CEO of Canadian Pacific, our 2013 CEO of the Year . Hunter, thanks for joining me today
should we learn, from the last five years? Morningstar experts offer their perspectives in this special report. Heather Brilliant : I think one really important lesson for investors is to take into consideration leverage. So, there was really
our Premium Stock Analyst Reports . I'm here with Heather Brilliant , the global director of equity research, to talk ..... this new section. Heather, thanks for joining me. Heather Brilliant : Thanks for having me, Jeremy. Glaser: So let