Follow Up on CBRE

December 9, 2016 Process 10 Comments

On this blog, I try to be as transparent as possible.  That is why I publicly track the stock performance of all of the companies I write about.  I do not try to play up my wins and bury my…

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CBRE:  Using An Industry Deep Dive to Detect an Emerging Moat

November 17, 2016 Moats 8 Comments

“Future profitability of the industry will be determined by current competitive characteristics, not past ones. Many managers have been slow to recognize this. It’s not only generals that prefer to fight the last war. Most business and investment analysis also…

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