The intrinsic value of Amazon when Jeff Bezos worked in his garage swell up to today’s value.
Continue reading “Intrinsic Value? Charlie Munger’s Mental Model.”Warren Buffett Investing Analysis: Mistakes
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”Information Overload in Investing: To be Omniscience
Information overload in investing begins with our pursue to know everything, because we are created in the Image of God.
Continue reading “Information Overload in Investing: To be Omniscience”Hammer and Nail Cognitive Bias In Investing: DCF
Some traders and investors sometimes fall into the same trap: hammer and nail cognitive bias. As a stock market trader seeks the best indicator, so does a fundamental1 investor search for the best valuation ratio.
Continue reading “Hammer and Nail Cognitive Bias In Investing: DCF”- not true fundamental investor actually [↩]
Stock Market Bubble: Happy New Year, Genius
The stock market bubble unsurprisingly appears in 2020. Thanks to COVID-19 pandemics. Quoting Bloomberg Businessweek 23rd November 2020 edition, “This Market is for Noobs. Professional money managers aren’t beating the market1, The novice trader next door might be”. With smartphones in their hand, everyone is a stock market genius right now.
Continue reading “Stock Market Bubble: Happy New Year, Genius”- Actually, ever they? [↩]
Berkshire Hathaway Analysis: Be a Full-time Investor.

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Berkshire Hathaway analysis: What do you think about Warren Buffett investing style in practice? If Warren Buffett holds Costco and needs to buy Phillip66, first, he has to sell his Costco shares. Don’t you think so? Warren Buffett gives so much advice about investing. Unfortunately, there is a thing that he does not tell us.
Continue reading “Berkshire Hathaway Analysis: Be a Full-time Investor.”