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, ...

Magnite's Q2 results were disappointing, with soft CTV growth and non-cash expenses weighing on margins. Despite a stabilization in digital advertising, SSPs are struggling due to revenue mix shift ...

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 ...

I am neutral on Apple (AAPL) as the company’s strong competitive position in its industry, robust profitability, and general support from Wall Street analysts is offset by its fairly high valuation ...

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.

When the subject is the relative positioning of competitors across the market landscape, leadership is interested, engaged, and more than willing to debate. Over the years, I've developed several ...