The Moat Show: Catch the Latest Episodes
May 02, 2024
Read Time 2 MIN
On The Moat Show, we uncover the companies with economic moats, one stock or sector at a time, by bringing on analysts from Morningstar to share their in-depth insights with you. Here’s a rundown of our 4 most recent episodes.
The Moat Show Ep. 7: Masco with Morningstar's Brian Bernard
Learn about Masco's history, valuation, and competitive edge in the home improvement industry with insights from Morningstar’s Brian Bernard.
The Moat Show Ep. 6: TransUnion with Morningstar's Rajiv Bhatia
Dive into Transunion's competitive edge and the dynamics of the consumer credit reporting landscape with insights from Rajiv Bhatia, CFA, a seasoned Morningstar Equity Analyst.
The Moat Show Ep. 5: Campbell Soup Company with Morningstar's Erin Lash
Explore Campbell Soup Company’s economic moat and the state of the consumer-packaged goods (CPG) industry with Erin Lash, Director, Consumer Equity Research at Morningstar.
The Moat Show Ep. 4: Domino’s Pizza with Morningstar's Sean Dunlop
Explore Domino’s economic moat, its business strategies, and the state of its competitive positioning with Morningstar analyst Sean Dunlop on The Moat Show.
The Moat Show Ep. 3: Semiconductors with Morningstar's Brian Colello
Despite a booming 2023 for semiconductors, some AI-focused chip stocks might still be undervalued, says Brian Colello, Morningstar’s Director of Technology Equity. He offers valuable insights into industry trends, valuations, risks, and economic moats.
The Moat Show Ep. 2: Zimmer Biomet with Morningstar's Debbie Wang
Despite ongoing industry challenges and changes such as patient backlogs, hospital staffing shortages, and the rise of robotics, orthopedic implants company Zimmer Biomet may present untapped opportunities, according to Morningstar's Senior Analyst, Debbie Wang.
The Moat Show Ep. 1: Meta Platforms with Morningstar’s Ali Mogharabi
In the face of a volatile social media landscape, Morningstar analyst Ali Mogharabi provides deep insights into Meta Platforms' wide economic moat, valuation, and cash flow models. Key discussion points also include an exploration of Meta Platforms' AI projects.
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Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.
© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
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DISCLOSURES
This content is intended for educational purposes only. Please note that the availability of the products mentioned may vary by country, and it is recommended to check with your local stock exchange.
Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker(s), but not necessarily those of VanEck or its other employees.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.
© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.