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044

Economic Moat Analysis in Commercial Diligence Predicts Investment Performance

By Mark Stein

Claims of competitive advantage in investment memoranda and acquisition targets are nearly universal—yet despite the proven power of economic moats to indicate and drive investment returns, most Commercial Due Diligences either ignore the subject or treat moats as binary states rather than the dynamic forces they are.
044

The Returns Case and Framework for Moat Analysis in Commercial Due Diligence, PART 1 of 4

By Mark Stein

Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Returns Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns:
044

Matters Graph's Seven Moat Commercial Diligence Diagnostic - Voice of Customer Methodologies, PART 2 of 4

By Mark Stein

Great Commercial Diligence doesn't just catalog defensive attributes. It stress-tests whether those attributes still create compounding advantage—or whether they've become static, eroding, or substitutable.
044

Measuring Moat Strength—a Practitioner's Guide, PART 3 of 4

By Mark Stein

This part provides a systematic methodology for quantifying moat strength across each of the seven tests. VoC questions are only as valuable as the measurement framework applied to the answers.
044

Moat Dynamics and Investment Decisions, PART 4 of 4

By Mark Stein

When Moats Migrate: Recognizing New Sources of Advantage The strongest Commercial Due Diligence doesn't just test whether old moats persist—it identifies where new moats are forming.

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