Is high-flying Apple Computer losing its cache? At a Wednesday presentation discussing business moats at the Morningstar ETF Conference in Chicago, the computer company with its once? dominating strong network effect with the iPhone, and long appreciated for its product innovation, was questioned on a going forward basis as a panel considered the impact of the unique competitive advantages “moats” offer investors. [singleton] Five fundamental moat factors include intangible assets, cost advantage, strong network effect, efficient scale, switching cost Andrew Lane, Chairman of Morningstar’s Moat Committee, looks at Apple Computer the way one might look at 5 day old flowers…
At Morningstar Conference, Analysts Ponder If Apple Is Losing Its Moat
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.