As Pat Dorsey argued in his book about competitive advantages, one of the strongest advantages a firm can have is high switching costs. Recently, Dun & Bradstreet (DNB) was discussed on this...(
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Dun & Bradstreet (DNB) has been discussed on a few value sites in the last couple of years, including Magic Diligence and Gurufocus. As recently noted by Geoff Gannon, however, the company's stock...(
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Someone who reads my blog sent me this email:
Hi Geoff,
A company is attractive if it is trading below NCAV and has earned a decent return on equity in the past. I can understand...(
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