Uncategorized Archives - Investingdeck

November 24, 2022November 24, 2022

Business Model Canvas of Adobe: The Cloud.

Adobe is one of the companies that have a wide array of services. From image manipulation to website creation. From video editing to document signings. As investors, sometimes, we difficult to find the key information from Adobe’s earnings report due to its number of services. Through the Business Model Canvas of Adobe, we hope we can provide a clear insight. How much contribution of each segment to revenue? What is the most important product? For those who are in a hurry, you could inspect the figure below to get quick insight.

What product that deliver revenue is our first topic to be covered in Business Model Canvas of Adobe. — Business Model of Adobe

September 16, 2022September 17, 2022

Competitive Analysis of Starbucks: Behind The Experience

Competitive analysis of Starbucks results in CAPEX creating a high barrier to entry for both competitors and new entrants. — A cup of coffee is not the center of Starbucks’ business
source: Image by Pinterest
attribution:
1. Barista Preparing Drip Coffee In Local Coffee Shop Vector Design Images by Divektorin on pngtree

Howard Schultz, the CEO of Starbucks, has successfully transformed the coffeemaker into “the third place between your home and your work”. Could this business edge be replicated or competed? This is the central theme of our competitive analysis of Starbucks. We break down its financial report and marketing strategy to find the answer.

March 18, 2022March 18, 2022

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.

March 11, 2022March 11, 2022

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?
Image source: freepik.com

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.

December 12, 2021December 18, 2021

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.

November 27, 2021January 1, 2022

November 2021 Investing Insight

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.

July 16, 2021October 4, 2021

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.

July 6, 2021October 4, 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 27, 2021November 16, 2021

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.

June 21, 2021September 20, 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.