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David Swartz

David Swartz

Verified

Senior Equity Analyst, Morningstar

Iowa

Final Covers

health, gardening environment,Travel interiors, craft

Doesn’t Cover

Anything not listed above

Journalist Type

-

Seniority Positions

Medium Formats

Content

Total articles 1156

  • Farewell Post

    By David Swartz| Patheos Verified I’m calling it quits. Not because I’m discontent. I’m proud to have been part of the Anxious Bench and its steady stream of smart, prophetic, compassionate, and really interesting posts. I am, though, a bit weary of writing posts—hundreds of them after twelve years. I also need to finish a couple of books. In the tradition of those who have left before me, my final post is a self-indulgent review of my time here

    By David Swartz · Patheos

    Apr. 16, 2025

  • Dick’s Sporting Goods’ Competitive Edge Is Based on Strong Relationships With Vendors and Athletes

    By David Swartz, Ari Felhandler| Morningstar@ We assign a narrow moat rating to Dick’s Sporting Goods. Although sporting goods are sold through many channels, we believe that Dick’s has earned a competitive edge based on a brand intangible asset. The retailer is a key destination for consumers and athletic apparel and equipment vendors, standing resilient while many peers have shuttered. Supporting brand loyalty, we believe consumers are drawn to a vast, on-trend product assortment and differentiated in-store experience and service model

    By David Swartz, Ari Felhandler · Morningstar

    Apr. 14, 2025

As seen in

Company Info

Morningstar

Morningstar, Inc. is a leading financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. The company started with a modest investment and has since grown into a billion-dollar enterprise with over 10,000 employees. Morningstar's mission is to illuminate investment opportunities for stakeholders, reflected in its name, which is inspired by a line from Henry David Thoreau’s *Walden*. Morningstar offers a range of services, including independent investment research, data solutions, investment management, retirement solutions, and software technology. Their investment research includes analysis of mutual funds, ETFs, stocks, and alternative investments, along with proprietary ratings. The firm serves a diverse clientele, including individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors across various global markets.

Philadelphia, United States

+1 312-696-6000

Founded: 1984