Business Model Canvas of Adobe: The Cloud.

Adobe is one of the companies that have a wide array of services. From image manipulation to website creation. From video editing to document signings. As investors, sometimes, we difficult to find the key information from Adobe’s earnings report due to its number of services. Through the Business Model Canvas of Adobe, we hope we can provide a clear insight. How much contribution of each segment to revenue? What is the most important product? For those who are in a hurry, you could inspect the figure below to get quick insight.

What product that deliver revenue is our first topic to be covered in Business Model Canvas of Adobe.
Business Model of Adobe
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Decision-Making: Investing, Business, Career, Life

One of problem in decision making is how the decision taken disconnect with the things we know we should do.
Same mistakes. How could?

Why is decision-making important?
Because sometimes it involves money. A lot of.


Decision-making is essential when it involves money. In 2010, Nokia stubbornly decided to use Symbian while all developers join iOS and Android. In 2017, Microsoft adopted a similar approach to challenge the duopoly. The Redmond-based company embedded Windows Phone in its Lumia lineup instead of Android. As you’ve already known, this decision lead to billion of losses.

Microsoft knows that the lack of developer support is the reason why Nokia – Symbian failed. Why did the tech giant still take that approach? It is interesting that under specific situations, people tend to take completely known wrong decisions. And it is not only about corporations. It could also happen at the individual level.

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Is Nvidia Stock a Buy or Sell? Biden, Game, Datacenter.

slide this image if you are running out the time to get our idea. Come back and read our explanation below to get more detailed insight. (iceberg image provided by Storyset by freepik

Answering the question: Is Nvidia Stock a Buy or Sell? Shortly, we will say that it is “hold”. We even consider adding our holding. Today is a difficult situation for Nvidia due to Biden’s policy to strict further chip export to China. For us, it is a silver lining in the dark cloud. This circumstance offers an attractive price for us to increase our investment in the best chipmaker in the world.

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Decision-Making to Avoid Mistakes: Misconception

Making mistakes may cost you more than your gain. Decision-Making to avoid mistakes is often overlooked.
Making mistake
source: Pinterest

Imagine this situation. You have a $1,000 investment and if this year you gain 50%, your money will be $1,500 – that is $1,000 plus (50%$1,000 = $500). The next year, the economy was bleak and affected your investment, so it lost 50%. Your money is $750, which is derived from $1,500 less (50%$1,500=$750). What is the message from this case? Your brilliance could be wiped out easily by mistakes. Decision-making to avoid mistakes should be a priority.

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Competitive Analysis of Starbucks: Behind The Experience

Competitive analysis of Starbucks results in CAPEX creating a high barrier to entry for both competitors and new entrants.
A cup of coffee is not the center of Starbucks’ business
source: Image by Pinterest
attribution:
1. Barista Preparing Drip Coffee In Local Coffee Shop Vector Design Images by Divektorin on pngtree

Howard Schultz, the CEO of Starbucks, has successfully transformed the coffeemaker into “the third place between your home and your work”. Could this business edge be replicated or competed? This is the central theme of our competitive analysis of Starbucks. We break down its financial report and marketing strategy to find the answer.

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Business Analysis of Teladoc: Live Long, Livongo

Business Analysis of Teladoc should consider the impact of the Livongo acquisition
Cash Flow Analysis of Teladoc

Here are our key takeaways from the business analysis of Teladoc:

  1. Teladoc reported 9.6 losses as impairment due to the Livongo acquisition. But it is noncash, an ‘unreal’ loss, and just an assumption.
  2. Teladoc stock price falls more than 90% from its all-time high at 292 levels (July 2021) to 32 (August 2022). With its advantage as a prime mover, many investors assume that Teladoc is an opportunity.
  3. We beg to differ. The problem of Teladoc is in its underlying business, not Livongo. Livongo is okay, but the acquisition of Livongo can’t help Teladoc cope with the main problem.

Lets elaborate.

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Example of The Decision-Making Fallacy: From OS to Football

Some example of the decision making fallacy teach you that ineffective decision bring you unwanted outcome
Decision-making is vital in every aspect of life
Image by vectorjuice freepik

This example of the decision-making fallacy gives us a simple conclusion: do not let your former glory ruin your future. Everything will change eventually, we need to adapt.

  1. After the acquisition of Nokia, Microsoft keeps the Windows (Phone version) as its mobile devices OS. This strategy ends miserably with a $7 billion loss.
  2. Lionel Messi – maybe the greatest player of all time – relies on his dribbling skill. As the player ages, the sharpness of his play deteriorates significantly.
  3. Cristiano Ronaldo – Messi’s greatest rival – begins his career as a dribbler, with many tricks, flips flop. But as he ages, he changes his play style. CR7 becomes more passive, waits in the penalty box, and becomes one of the deadliest poachers. He does not dribble much. He becomes much more efficient. His physical peak has been long surpassed, but he keeps delivering prestigious titles for the club and national team.

What do we learn about decision-making here? Let’s elaborate.

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Fundamental Analysis of Berkshire Hathaway: Misconception


Key points of Fundamental Analysis of Berkshire Hathaway(BRK):

  1. Officially, Berkshire Hathaway is transportation, energy, and an insurance company.
  2. Due to its area coverage and economies of scale, Berkshire’s transportation business enjoys a cost advantage over its competitors.
  3. Berkshire’s insurance enjoys a switching cost advantage.
  4. Berkshire’s business is durable, and reliable in the long run, but it is slow. What makes Berkshire’s price rise is probably due to its stock investment and buyback.

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Competitive Analysis UX: How Mediocre Product Win

Competitive Analysis UX allows us to understand how customers see our products.
How a customer interacts with the product dictates its success.
Source: freepik

From the customer perspective, Disney is representative of a perfect User Experience. It tells a magical story in movies, then actualizes it in the real world through the Theme Park. Our competitive analysis UX (User Experience) tries to identify another company with a similar edge.

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Fundamental Analysis of Rivian: The Next Tesla?


Key points of Fundamental Analysis of Rivian:

  1. Unlike other EV makers, Rivian has a durable competitive advantage with Amazon on its side. But we don’t know how much this edge contributes to Rivian’s revenue.
  2. We are still curious about how Rivian will transform in the future. Will it be Amazon’s arm for delivery or become an EV maker that specializes in SUVs?
  3. Conservative management, we like it. Low debt, and a high amount of cash – may be due to part of the Amazon deal and other investments. Unlike the other start-up.
  4. The business model has not yet been proven.
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