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Software Companies With Staying Power
Everything you wanted to know about moats, but were afraid to ask.
ADP Is Good; Paychex Is Better
Big Money buyers might be after the wrong stock.
Where's the Cash Coming From at Intuit?
All cash flow is not created equal.
Keep your eye on margins.
All cash flow is not created equal.
Coloring in the Margins at Intuit
Keep your eye on margins.
H&R Block Shares Plunged: What You Need to Know
Is this meaningful? Or just another movement?
Adobe Has Little Downside in Merger Rumors
A merger might not be ideal, but Adobe shareholders could win big if a merger does happen.
Keep your eye on margins.
DOJ Wins Against Silicon Valley, but What's the Point?
Silicon Valley giants are free to cold-call one another again. Was that ever a real problem?
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