Finding The Edge
Is Aero Industry Business Advantage exist? Seven years ago, at the Berkshire Hathaway annual meeting, Warren Buffett said, “the airline industry is a death trap for investors”.
Continue reading “Aero Industry Business Advantage: Moat In The Sky”
Teladoc Stock rocketing more than 100% third-quarter 2020. Hovering above Earth’s atmosphere, NASA astronauts received healthcare treatment from the station more than 200 miles apart.
Continue reading “Teladoc Stock Analysis. Take Care The Competition”
Daimler needs 3 years to introduce their employee to a new product lifecycle platform. Switching Cost as Business Advantage can’t be overlooked.
Continue reading “Switching Cost as Business Advantage. Microsoft”
The Big Five1 use their retained earnings as growth fuel. Starbucks doesn’t follow this blueprint, so we question, “Is Starbucks a good stock to buy?”
Continue reading “Is Starbucks a good stock to buy? Management”
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”Adobe stuns us with an 86% gross profit margin – exceeding even Apple, Amazon, Microsoft, and Google. Yet, in a contrast, its operating margin only at a 29% level. In 2019, The creator of Illustrator generates a 9.5 B gross profit margin but only 3.27 B converted as operating margin. The largest cost of software maker is not its software making or research. What does it mean for shareholders? We try to track this financial ratio layer by layer, from revenue to earning, from production to marketing strategy.
Continue reading “Financial Ratio Analysis: What Adobe Gross Profit Margin Tell Investor?”
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”
To give you an illustration of Disney customer retention, consider this fact: since its opening in 1955, 10 years after World War II, The Mickey Mouse creator has raised ticket cost for Disneyland from $2.5 to $129, but the visitor still happily comes.
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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.”