A review of MagicDiligence's performance through the first six months of existence.

The Hardware sector consists of a number of industries selling commodity products, and one industry with some good moat potential. That's not to say there are not opportunities here, and this article helps to locate them.

NVIDIA is a leading graphics processor maker. Over the last 3 years it has crushed it's rival AMD (formerly ATI) in the technology battle, delivering huge revenue and earnings gains to shareholders and improving margins by 400%. But in the face of strong competition, does the company really have any durable advantage?