One of the most important steps before investment is to evaluate the competitive advantage of a company. This indicates those special attributes or strategies that give it an edge over its competitors ...

Traditional competitive analysis can be helpful for businesses that truly understand their customers’ needs, but that approach is inadequate and possibly dangerous for companies that don’t. Many ...

The second in a series of market analyses by LTH looks at key players in the niche market of products that are focused specifically on automating (mostly buy-side) due diligence review with respect to ...

PayPal's recent earnings call strengthens the bull thesis and the company's imbalanced risk/reward at its current valuation. The erosion of PayPal's take rates has been a key concern, but the recent ...

In Google Ads, where every click can be a potential sale, understanding your competition isn’t just strategic, it’s also absolutely necessary for creating a profitable ad campaign. For our ecommerce ...

Investors don’t just want results; they want context. “How are you doing?” quickly becomes, “How are you doing compared to others like you?” As firms expand their product offerings and digital ...

Competitive advantage has shifted from building permanent, defensible positions to fostering rapid adaptability. In today's fast-changing world, traditional moats quickly erode due to digital ...