Finding The Edge
In 2019, Novartis – in its search to become a gene and cell titan, built a manufacturing facility through a 90 Billion CAPEX, setting the bar high for the entire pharma industry. It is the reason why CAPEX analysis is crucial.
In this article, we explain how smart acquisition ignites another long waited innovation by Apple. Also, it shapes a new landscape for the whole chip industry. Continuing topics about GCG in Acquisition, we bring you another prestigious name: GE. But this case is the opposite of Apple.
Continue reading “GCG in Acquisition: Destroying Value”
Just a year after the launching of the first-generation iPhone, Apple has set its way to developing homegrown chips. Our article about the acquisition strategy of Apple will cover this management policy from the investor’s point of view.
Continue reading “Acquisition Strategy of Apple: GCG Analysis”
In 2021, in the journey of its presence in the streaming business, Amazon snaps up James Bond Maker, Metro-Goldwyn-Mayer. In 2017, General Electric acquires Baker Hughes, the oil company, completing its acquisition in almost every industry possible. We know how it ends. In this article, we try to provide insight into the Management Analysis of Amazon. How good is its acquisition? How does it differ from GE? What similarities?
Continue reading “Management Analysis of Amazon: Acquisition”
The best company in the brightest industry with an ultimate economic moat is meaningless when the management pulls the money for themselves – or not behave accordingly. Here we take a look at management – about good corporate governance or management stewardship.
Continue reading “Good Corporate Governance: Management 101”