We believe our article that explains the Margin of Safety brings you here. This post is the sequel of that series. Differ from the prequel, this time we will elaborate further on the Margin of Safety application.
Continue reading “The Margin of Safety Application: Misconception”Warren Buffett Investing Strategy. Berkshire Monopoly
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 Margin of Safety: Why Value Investor Miss Tesla
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”Investing Lesson from Palo Alto: Vision-Driven Stock
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”Competitive Advantage Analysis of Differentiation
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”When To Buy and Sell: Company Cycle
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.
- Amazon is out of big ten largest market cap global 2014
Intangible Asset Analysis: Misunderstanding Moat

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.
Continue reading “Intangible Asset Analysis: Misunderstanding Moat”Fundamental Analysis: Why Does It Go So Wrong?
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.
Continue reading “Fundamental Analysis: Why Does It Go So Wrong?”Microsoft Business Model: Looking at The Blue Sky
Microsoft has transformed its centerpiece of growth from Windows to Azure, at least according to its publication. Unfortunately, you will not find Azure as one of the business segments in Microsoft’s official report. Today we try to bridge that gap, we will cover how Microsoft makes money today through our Microsoft Business Model.
Continue reading “Microsoft Business Model: Looking at The Blue Sky”Investing in Growth Stock: Redefining Value
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
Continue reading “Investing in Growth Stock: Redefining Value”