Competitive Advantage Archives

July 22, 2021July 23, 2021

Moat versus Growth Investing: 50 years Lesson

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

Dell Computer is the hottest stock in the 90s, the XPS maker recorded 120,000% capital gain from February 1990 to April 2000. Today, the business is declining as the PC industry’s fate dictates. Dell did not join the top 10 best stock performers in the last 10 years (2010-2020) – far from it. When someone chats with us about moat versus growth investing topics – we always take Dell as an example. Meanwhile, an old company like Boeing with a strong competitive advantage has become one of the best stock performers for the last 50 years.

July 6, 2021July 6, 2021

Competitive Advantage of GE Aviation

The year 2020 is another story of fail, bleakness, and uncertainty for General Electric. Yet, our task as an investor is to seek the opportunity offered by a mismatch between consensus and reality – between expectation and fact. To exploit that, we think we need to know the competitive advantage of GE Aviation – the largest segment owned by the conglomerates.

June 21, 2021June 27, 2021

Intangible as a Lasting Competitive Advantage

How it’s feel hit by something not real or intangible? Ask Samsung. In August 2012, The Jury decide that The Korean Giant has to pay more than $1 billion due to Apple’s patent violation. The jury declared that slide and bounce touch is part of Apple’s innovation property – thus, a company has to pay Apple when using it in their product. This content will discuss intangible as a lasting competitive advantage: including patent, right, and brands.

June 6, 2021June 6, 2021

Does Competitive Advantage of Qualcomm Last?

dragon image source: freepik
girl image source: freepik

To optimize the UI and slash the cost, most smartphone maker giant has developed their own chip – begin with Samsung Exynos, Apple A-series, and Huawei Kirin. Could this trend dethrone Qualcomm as the market leader? Does the competitive advantage of Qualcomm last long?

April 11, 2021July 25, 2021

Competitive Advantage of IBM. The Big Blue Ship

Competitive Advantage of IBM: Server that guarantee reliability, security and speed — image source: Photo by **Christina Morillo** from **Pexels**, edited by me

To give you a perspective about the competitive advantage of IBM, try to imagine that every time people or businesses use Visa or Mastercard, it is IBM Mainframe that handles that transaction.