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.Continue reading “Moat versus Growth Investing: 50 years Lesson”
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.Continue reading “Intangible as a Lasting Competitive Advantage”
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?Continue reading “Does Competitive Advantage of Qualcomm Last?”
Information overload in investing begins with our pursue to know everything, because we are created in the Image of God.Continue reading “Information Overload in Investing: To be Omniscience”
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”
Value investing evangelist, Warren Buffett ever revealed his investing secret: “The most important thing [is] trying to find a business with a wide and long-lasting moat around it. Protecting a terrific economic castle with an honest lord in charge of the castle.”
What is economic moat? Could Qualcomm wireless patent classified as economic moat? Disney raise its Disneyland ticket every year and Apple sell iPhone more and more expensive, do they show us economic moat?Continue reading “Value Investing 101: Economic Moat, Buffett No. 1 Criterion”
Charlie Munger has one single – simple, financial ratio for stock market analysis “It’s obvious that if a company generates high returns on capital (ROIC) and reinvests at high returns, it will do well. But this wouldn’t sell books..”. In this article we will discuss:
- How ROIC is equal with ROA (Return On Asset)
- Why not use ROE (Return on Equity) instead?
- In what case ROIC failed?
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.Continue reading “Clash of The Titans: Facebook, Amazon, Apple, Microsoft, Google – Which is The Most Capital Efficient?”
According to its latest 10-K, Apple is the largest Berkshire Hathaway investment in the stock market with an almost 50% portfolio. What if we try to use Warren Buffett’s prerequisite for examining his own stock picking? Here is Apple Stock valuation according to Oracle of OmahaContinue reading “Apple Stock Valuation: Quantifying Buffett 3 Criterion.”