Finding The Edge
Many resources – whether it is Reddit thread, YouTube video, or blog – often quoted what Warren Buffett says and what he writes. Unfortunately, only a few (including us) give a deep analysis of Oracle’s portfolio. We believe, looking carefully at his portfolio, investors could understand more about Warren Buffett Investing Strategy.
Continue reading “Warren Buffett Investing Strategy. Berkshire Monopoly”
The formal definition of margin of safety is buying the stock below the intrinsic value. This official definition doesn’t help in practice. Here we offer some thought to help investors grasp this iconic idea.
Continue reading “The Margin of Safety: Why Value Investor Miss Tesla”
The stock price of Santa Clara-based company rises from 535 to an insane 3,554 from 2012 to 2020. During that period, only once did it record positive earning. What is investing lesson from Palo Alto Network (PANW)?
Continue reading “Investing Lesson from Palo Alto: Vision-Driven Stock”
Some investors may confuse differentiation products with a durable competitive advantage. They assume that the production and fixed costs could be distributed among different kinds of products, thus could sell their product lower than competitors. Well, is it true? Starting from this, we are going to develop some competitive advantage analysis of differentiation.
Continue reading “Competitive Advantage Analysis of Differentiation”
How far does Amazon leave its competitor? Or, does it? Testing the economic moat of Amazon Stock will allow us to get a better understanding of the largest retailer’s competitive advantage.
Continue reading “Testing The Economic Moat of Amazon Stock”
The best timing to buy Amazon stock is when Jeff Bezos works in his garage(1). We are going to evaluate this investing strategy by answering the question of when to buy and sell. In that process, we incorporate the business life cycle as a guide.