High switching costs are nice for a business's bottom line. Adding this makes it even better.
One metric tells the story of a company with a widening moat.
Rite Aid's fall has been enormous. But does that make it a buy?
Here's why Wall Street is ignoring the red ink.
Here's why Grand Canyon has yet to find its second customer.
Revenue growth was nice, and so is the acquisition. But that wasn't the real story.
Don't let the lower-margin merchant solutions segment fool you!
The second is -- by my estimation -- the most important.
The momentum is overwhelmingly favorable. But until this metric crosses 100%, I'm sitting out.
Management also addressed short-seller concerns.
You'd think rich people are more conservative with so much money. But you'd be wrong.
Both were late to the SaaS game, but one has prospered recently and the other hasn't.
OK, so it should actually be "Alphabet vs. Apple." Either way, here's who wins.
Short-sellers are focused on the first, but I think the third could pose a bigger problem.
I'm taking a trip Down Under for this versatile software-as-a-service company.
Here are the top four priorities for the robotic surgery company.
One is cheaper, and the other has a wider moat. See which SaaS company comes out ahead in the healthcare space.
This key metric continues to grow.
The short answer is 4%, but there are a number of very important caveats.
The third variable discussed is the most important. And there's no question who the winner is there.