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.

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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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Amazon Stock Growth: Disruption of Disruption

Photo by Anna Shvets from Pexels

Breaking down Amazon’s income statement for the last 5 years, we found that the online store segment has almost doubled its revenue from 76.8 B in 2015 to 141.2 B in 2019 – a number that many companies in the US can only dream about. Interestingly, that segment contribution to total revenue has decreased from 71.4% to 50% for the same period. This means that Amazon Stock Growth is spurred by another source: The third party seller, subscription services, and AWS record 334%, 430%, 440% revenue growth respectively. Ladies and gentlemen, this is Amazon: a company with all miraculous growth for every segment.

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Clash of The Titans: Facebook, Amazon, Apple, Microsoft, Google – Which is The Most Capital Efficient?

Image by Daniel Dan outsideclick from Pixabay

The weird acronym, FAAMG – which consists of the five largest companies by market cap (Facebook, Amazon, Apple, Microsoft, Google) – has an impressive return of 39% this year, leaving the 495 companies that rise only 6% in the dust. While those five have a great reputation as tech titan, investingdeck try to examine which is the most efficient in capital use.

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