Facebook Stock Analysis: Meh-ta verse


In the internet age, the years of durability could be eroded in just a few days
Images source: freepik.com

Mark Zuckerberg is possibly the most hated entrepreneur on this planet (After Bezos). Thanks for the privacy violation (debatable). But, not this kind of perception that kills Facebook. Once again, we bring you another “business model” episode. This time through Facebook Stock Analysis.

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Marry Buffett’s Book: Part One. Gross profit Margin.


Marry Buffett's Book says that companies with a high Gross Profit Margin mean has a durable competitive advantage. But in our opinion, it doesn't mean that company with a low GPM always has no durable competitive advantage.
Is there no place for Company with a low GPM number?
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The complete title of Marry Buffett’s book is Warren Buffett and the Interpretation of Financial Statements: The Search for the Company with a Durable Competitive Advantage. The title contains our favorite subject: Competitive Advantage, one of the most important but rarest topics in investing.

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Why do Businesses Focus on Community?


Figure 1: Blueprint of Acquisition Strategy

Since 2012, there are 3 acquisitions that attracts our attention: Adobe acquired Behance. And Microsoft acquired LinkedIn and GitHub. It is interesting to note that those three are like a community rather than a business. Why do businesses focus on community? To access more people or clients? We believe the answer is more than that.

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November 2021 Investing Insight


November 2021 Investing Insight deals with risk (again), time (again), the Requirement to be number 1 in the US stock market, and How far human emotion left behind its own achievements.
November’s idea comes to our mind

2021 is about recovery. Not only for the stock market but also for mankind. It is when vaccines get global and humans fight coronavirus back. For years, this is the best and maybe the happiest year for us. To see how people survive against the worst. But we won’t discuss it. November 2021 investing insight is a collection of our brainstorming with regard to market and investing. We make it into one article since it is too short to launch in one long post, but it is too precious to hide.

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Financial Analysis for Banking Industry. JP Morgan. Ch 1

Business Model helps us to compose Financial Analysis for Banking Industry
Bank Business Model

The business model is simple. Banks lend money from what they collect or deposit. So, it is logical to think that the customer deposit is the most important factor for the bank. What about another source of revenue? Isn’t it matters? What does another factor investors need to consider to understand – and in turn, make valuation for the bank industry? Here, through our financial analysis for the Banking industry, we try to elaborate on that question.

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Competitive Advantage of GE Aviation

The competitive Advantage of GE Aviation is at its engineering excellence and great after-sales support
GE Aviation is a hidden gem
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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.

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Amazon Annual Report Analysis: Ask The Disruptor

Amazon Annual Report Analysis: Cash Flow Show us where the largest money go
Where The Money Go. source: Amazon Annual Report for FY 2020

Amazon has a reputation as the most disruptor company in history – it transforms bookstore, retailer, cloud computing. Now telemedicine is on its prey list. When we compose the Amazon Annual Report analysis, we little bit surprised that its largest cash spending isn’t for its business expansion.

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Intangible as a Lasting Competitive Advantage

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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.

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Oil and Gas Stock Investing: How to. Preliminary

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With the upcoming mass adoption of electric vehicles and possibly hydrogen1, the title looks outdated. Yet, in this low price of the commodity, Oil stock often offers a reasonable bargain. This is not a stock that you will hold forever, but buying something at a bargain is always a smart play. Here, we present you with a basic lesson on how to invest in an oil and gas stock.

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  1. according to Tesla shareholders []