I am neutral on Broadcom (AVGO) as its strong competitive positioning and strong growth and profitability momentum are largely offset by its valuation multiples, which currently trade at a premium to ...

Kevin Leo is the Principal Partner of Acceleventi and is a renowned Innovation, Strategy and Positioning Speaker and Venture Investor. In the highly competitive environment of modern business, many ...

LONDON--(BUSINESS WIRE)--A well-known market intelligence company, Infiniti Research, has announced the completion of its latest article on competitive positioning in the telecom industry. Currently, ...

Chicago, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Competitive Intelligence (CI) is increasingly being used by technology companies to support strategic decision-making in highly competitive markets. In a ...

Recent geopolitical shifts to boost global military spending, providing an attractive investment case for the entire defense sector, with most of the additional funding estimated to go to US players.

The recent drop in Nutrien Ltd.'s share price does not mean that the stock could now deliver satisfactory returns in the near term. Long-term investors should focus on evaluating the company's ...

Regulatory agencies are driving companies in the US and the EU to make commitments to comply with Environmental, Social, and Governance (ESG) criteria for corporate behavior and financial performance.

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 ...

IQVIA delivered second-quarter results at the high-end of our guidance, driven mainly by better-than-expected TAS performance. William Blair writes that IQVIA has underperformed so far in 2024 due to ...