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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
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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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Intangible as a Lasting Competitive Advantage

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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.

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Oil and Gas Stock Investing: How to. Preliminary

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With the upcoming mass adoption of electric vehicles and possibly hydrogen1, the title looks outdated. Yet, in this low price of the commodity, Oil stock often offers a reasonable bargain. This is not a stock that you will hold forever, but buying something at a bargain is always a smart play. Here, we present you with a basic lesson on how to invest in an oil and gas stock.

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  1. according to Tesla shareholders [↩]
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Competitive Advantage of Amgen: Expiring Moat

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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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Google Business Model: Answering Universe. Ads

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I It is really easy to describe Google business model or how Google makes money. Google is a company that becomes a verb. You google “best college” for your daughter, “how to surprise girlfriend” on valentine’s day, and “best workout during isolation” to keep you in good shape. Google provides the answer – along with space for ads, The advertiser pays for that space.

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Cash Flow Statement Analysis: Drying.exe

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Photo by Ecuen Images from Pexels

We begin this chapter with Bill Ackman’s answer when the billionaire asked about how he defines a great business. Our attention is the first metric he mentioned “Simple, predictable, free cash flow,1. Like Ackman, when performing Cash Flow Statement Analysis, we always interested in free cash flow – and Microsoft gives us a warning alert.

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  1. as continues..-generative dominant businesses – a business that Warren Buffett (Trades, Portfolio) would describe as having a moat around it” [↩]
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Value Investing 101: Economic Moat, Buffett No. 1 Criterion

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?

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