History has shown us that America was built on the back of positive rivalries.
Like the long-standing feud between the New York Yankees and the Boston Red Sox... or the U.S. vs. Russia in the Olympics. That's to say nothing of more serious rivalries like the political feud between Democrats and Republicans.
Nothing can drive competitors to perform their best like a well-matched rivalry. This is particularly true in the world of business. Think of Microsoft (Nasdaq: MSFT) and Apple (Nasdaq: AAPL), Ford (NYSE: F) and General Motors (NYSE: GM), or ATT (NYSE: T) and Sprint (NYSE: S).
All of these (and dozens of others) have resulted in increased innovation, industry growth and -- most critically for investors -- shareholder value. One rivalry in particular stands out to me in terms of longevity, pure competitive zeal and using nearly every trick in the book for the upper hand: the epic cola war between Coca-Cola (NYSE: KO) and Pepsico (NYSE: PEP).
Both of these companies have made great investments over the years, both offer solid growing dividend yields, and both excel in a particular niche. However, going forward, I think one of these companies has the edge on the other as an investment. Continue reading "Coke Vs. Pepsi: By The Numbers"