Cencora is a 'super cash cow' with high capital turnover and low margins, generating substantial free cash flow from its competitive advantages. COR's business model thrives on low-cost operations, ...
Palantir's government business gives it a huge and wide moat in my view. Its Forward Deployed Engineer, or FDE, model is a solid competitive advantage to grow its commercial business. Palantir's ...
Marvin, the CEO of a 4,000-employee company, is uncomfortable working alone and was looking forward to a return to the office after the pandemic. However, his company’s hiring of managers to prepare ...