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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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
design source: freepik

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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Competitive Advantage of Amgen: Expiring Moat

image source: freepik

With aging Americans with their unhealthy and sedentary lifestyle, investors see the pharmaceutical company like Amgen has a great trend ahead. Moreover, things like recession, Inflation, high unemployment, can’t prevent people to buy medicine. Seems perfect combination. We try to analyze the competitive advantage of Amgen in the midst of that promising opportunity offered.

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