Verisk Analytics, Inc. (VRSK) – High Quality Cash Cow, Limited Reinvestment Opportunities

When evaluating the competitive advantage of a data-based analytics business, three important questions come to mind: 1) Is the data proprietary? 2) Are the insights from the data critical? and 3) Does the data fuel a product feedback loop? [buffett variation=”early”] “The Amazon/Google Of Hedge Funds” Warns Of Investing Minefield: looking To Hire More Macro Analysts Another Red Flag For US Retail: Abercrombie Abandons Sale How Emerging Brands Care against Established Leaders in Google Search Hedge Fund Demand Rises As Fee Structure Changes As Earnings Drop To Lowest Since 2005 Verisk Analytics began its operations in 1971 as Insurance Services Offices…