Intangible Asset Analysis: Misunderstanding Moat

Based on our Intangible Asset Analysis, a well-known brand isn't equal with an economic moat or durable business advantages
Image by Pashminu Mansukhani from Pixabay
KFC, McDonald’s, Burger King and other fast-food restaurant has their own burger. And it doesn’t make a significant difference.

A good product doesn’t always come with durable economic advantages. Sony makes high-quality DVDs, but you can replace them with Verbatim without much issue. Investingdeck.com tries to resolve one of the misunderstandings about the economic moat. Welcome to our intangible asset analysis.

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Fundamental Analysis: Why Does It Go So Wrong?

Step by step fundamental analysis

Try to check headlines in some of investing media (blog or youtube channel). You will find articles like: “Why Nvidia rise 10% today” or “S&P500 down 5% due to job report.”. Or try to read conversations in the community like Reddit, ” Panasonic is battery stock due to its status as Tesla supplier.” We tell you, this is not fundamental analysis.

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Competitive Advantage in The Computer Industry

source: freepik

Computer – whatever its form, PC or laptop – has become an irreplaceable part of our working environment. Even for our life. In this competitive advantage in the computer industry, we try to identify the strength of competitive advantage for each node. From computer manufacturers like Dell, Lenovo, MSI, Asus, HP to upstream like chip manufacturer TSMC. By understanding the connection between these “points” along with its internal competition, we hope investors could have better insight to choose the potential company to invest in.

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Tech Branding Strategy: Temple of Modern God

Tech Branding Strategy is about how the company looks like for a tech company

What is the important element for a browser? Speed, Of course. User Interface? Check. What else? We would say… name. In 2012, Microsoft lost in browser war not only for its sluggish browser but also for its name. Internet Explorer isn’t sexy at all. Firefox is a better name, it reflects speed and energy, like Chrome. The first move of the tech branding strategy isn’t about introducing them to the public. It begins with building the brand, including the name, identity, and characteristics they represent.

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Management Analysis of Amazon: Acquisition

Management Analysis of Amazon: When it becomes too big through acquisition, will it decline like GE?
source: freepik

In 2021, in the journey of its presence in the streaming business, Amazon snaps up James Bond Maker, Metro-Goldwyn-Mayer. In 2017, General Electric acquires Baker Hughes, the oil company, completing its acquisition in almost every industry possible. We know how it ends. In this article, we try to provide insight into the Management Analysis of Amazon. How good is its acquisition? How does it differ from GE? What similarities?

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Lemonade as a Disruptive Tech Stock: Insurtech

Analysis about Lemonade as a disruptive tech stock
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July 2020, in the midst of lingering pandemics that restrict physical activity, Lemonade for the first time was listed in the stock market. A year later, the stock price of this insurtech company reached 86.97 per share, almost triple its IPO price. Here we show you why zipping a certain business into apps – once again – doesn’t necessarily lead to financial advantages. We compose Lemonade as a disruptive tech stock analysis to offer better insight for readers about this issue.

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Abbvie Dividend Stock Analysis: Patents Play

In Moat versus growth investing, companies could be classified into growth categories or moat categories. Investors need to be very careful in this field.
AbbVie will wear a new identity after the Allergan acquisition
source: freepik

The biggest issue is of course the patent of Humira which will expire in 2023. If sales of that antirheumatic drug tumble, dividends will consequently follow and make AbbVie’s status as a dividend darling questionable. Here we try to dig deeper and give a detailed perspective about what really happens through our AbbVie dividend stock analysis.

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The Economy of Scale Analysis: Physical to Apps

In Moat versus growth investing, companies could be classified into growth categories or moat categories. Investors need to be very careful in this field.
Economy of Scale
source: freepik

Online-ing physical business doesn’t necessarily translate into financial profit. Teladoc, Uber, Doordash, and even the European counterpart Justeat Takeaway1 still recording losses. Investors may believe once economies of scale are reached – the long-awaited profit will be materialized. Here we perform an economy of scale analysis to get deeper into that issue.

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  1. even when we expand the territory to the Asia Pacific, the result will be the same []