Many businesses can grow in a good environment. Fewer can defend their economics when conditions change.
In this episode of Ewing Morris Perspectives, John Ewing focuses on what tends to persist: pricing power, moats you can test in the real world, and management teams that consistently find the next lever without stretching.
Topics Include:
◆ How management quality predicts the direction of surprises- and why that ratio matters more than most investors think.
◆ Why the most overlooked companies are often the easiest to underestimate- and the most rewarding to understand.
◆ What a business nobody’s heard of can teach you about what a real moat looks like.
All information provided is for informational purposes only and should not be construed as personal investment advice. Users of these materials are advised to conduct their own analysis prior to making any investment decision.
