Warren Buffett Investing Strategy. Berkshire Monopoly

Warren Buffett Investing Strategy could be seen in Berkshire Portfolio
Mapping Berkshire Portfolio

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.

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Competitive Advantage Analysis of Differentiation


Competitive Advantage Analysis of Differentiation in Samsung Mobile. The Company differentiation doesn't prevent competitors to come
Samsung’s approach to harsh competition

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.

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Intangible Asset Analysis: Misunderstanding Moat

Based on our Intangible Asset Analysis, a well-known brand isn't equal with an economic moat or durable business advantages
Image by Pashminu Mansukhani from Pixabay
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.

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Fundamental Analysis: Why Does It Go So Wrong?

Step by step fundamental analysis

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.

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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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