What separates a truly defensible business from the rest? According to Morningstar's Allen Good and Brian Colello, it often comes down to network effects - one of the most powerful sources of economic ...

Forbes contributors publish independent expert analyses and insights. I write about the intersection of health care, technology and policy Last month’s news of DeepSeek’s incredible artificial ...

The network effect occurs when the value of a product or service increases as more people use it. As per a study by James Currier, a four-time CEO and Silicon Valley VC, network effects alone have ...

CrowdStrike is initiated with a Buy rating, citing a unique, self-reinforcing flywheel business model and strong network effects. The firm's cloud-native architecture and expanding AI capabilities, ...