By
Borsgade
In his latest article titled “Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation”, Michael Mauboussin provides a comprehensive framework for evaluating a company’s ability to create and sustain value over time.
The article provides a detailed approach to measuring a company’s moat by analyzing strategic positioning, industry dynamics, and financial metrics to assess long-term value creation potential.
Here are the key takeaways:
The point of measuring the moat is to develop a grounded point of view on the magnitude and sustainability of a company’s [Return On Invested Capital] ROIC.
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