Lemonade as a Disruptive Tech Stock: Insurtech

Analysis about Lemonade as a disruptive tech stock
source: freepik

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 []

Google’s Competitive Advantage. Business Model.

Mapping Competitive Advantage of Google: Hidden Business Model
Google Business Model

Google’s competitive advantage lies in its unique business model and its hyper-scale access. From our business perspective – it ain’t people who can access Google. It is Google that has access to billions of people. Google offers the third party to its tremendous number of users – the third pay for that access.

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Investing in Growth Stock: Redefining Value

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

In 2016, Warren Buffett via Berkshire Hathaway bought Precision Castpart – a company that has soared 20 times in the last 13 years. Its revenue grew four times only in the same period. The Oracle of Omaha believes that due to its economic advantage, Precision Castpart deserves that valuation. Here we try to fix the misconception about value investing. Spoiler alert, value investing doesn’t necessarily invest in cheap companies (low P/E, low PBV). Investing in a growth stock is part of value investing

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