QMoat Research
Quality-investing analysis, company research and long-term investment insights in Conviction Ideas.
EPAM Systems unveiled a $1 billion share repurchase—roughly equal to its entire cash reserve. The bold move signals management’s conviction that the market undervalues the digital-engineering specialist’s long-term prospects.
Marsh McLennan’s stock is down, but secular growth drivers remain. Can the risk-adviser giant still deliver for long-term investors?
Alcon's Q2 reporting was a slight miss. This does not mean that the structural story is broken. We buy the dip.
Our stock of the month for July hiked dividends for 51 consecutive years straight.