Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How to Spot a Stock with Pricing Power Using Gross Margin Trends
In this episode of Stock Picking with Fexingo, Lucas and Luna drill into one of the most durable competitive advantages a company can have: pricing power. They explain why gross margin trends matter more than earnings growth in an inflationary environment, using Coca-Cola and Sherwin-Williams as case studies. Lucas walks through how to calculate gross margin, what a sustained expansion versus compression tells you, and why a 50-basis-point margin gain can compound into massive free cash flow over a decade. Luna pushes back on margin mean-reversion and brings up Apple's services gross…
The skinny
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