Finding The Edge
Even with pandemics linger the world, Visa could still record growth for its number of transactions processed. In Fiscal Year 2020, Visa recorded more than 140 B transactions – up 2% from the previous period. Here, We try to understand the Business Model of Visa, How the card company makes money.
Continue reading “Business Model of Visa: The Magic Card”
With aging Americans with their unhealthy and sedentary lifestyle, investors see the pharmaceutical company like Amgen has a great trend ahead. Moreover, things like recession, Inflation, high unemployment, can’t prevent people to buy medicine. Seems perfect combination. We try to analyze the competitive advantage of Amgen in the midst of that promising opportunity offered.
Continue reading “Competitive Advantage of Amgen: Expiring Moat”
In 2016, Warren Buffett pay 32 B to buy aero parts supplier, Precision Catspart. At that time, the valuation for the maker of jet components is around 22 earnings multiple (P/E ratio = 22). In 2021, The Oracle says it is too much – too expensive. Here in Warren Buffett Investing Analysis, we try to look closer at that decision.
Continue reading “Warren Buffett Investing Analysis: Mistakes”
In the Fiscal Year 2020, Nvidia’s “AI business” resumed its astronomic growth, revenue from the data-center segment spiked more than double (124%) from the previous period (from ~3B to 6.6 B). In our Nvidia earning analysis, we try to understand what behind that impressive leap.
Continue reading “Nvidia Earning Analysis: From Chip to System”
Regarding its rising number of subscribers, Disney said that its streaming business does very well, even better than the most optimistic estimation. In this analysis of the Disney Income Statement, we try to neutralize that euphoria.
Continue reading “Analysis of Disney Income Statement: Inside the Magic”
This isn’t Minecraft. We can’t build or improve our home online, no undo, copy-paste, or redo. The home improvement business is one of the most insulated industries from the online threat. Is this the only competitive advantage of HD (Home Depot)? We don’t think so.
Continue reading “Competitive Advantage of HD: Inside The Box”
According to its Annual Report for Full Year 2020, Visa has 16B in cash, more than double the 2019 number with 7B. Why is The Card Giant piling so much cash? And Where did the money come from? Here we try to conduct a Balance Sheet Analysis of VISA.
Continue reading “Balance Sheet Analysis of VISA: Pledge for Plaid”