Finding The Edge
Try to check headlines in some of investing media (blog or youtube channel). You will find articles like: “Why Nvidia rise 10% today” or “S&P500 down 5% due to job report.”. Or try to read conversations in the community like Reddit, ” Panasonic is battery stock due to its status as Tesla supplier.” We tell you, this is not fundamental analysis.
Continue reading “Fundamental Analysis: Why Does It Go So Wrong?”
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 competitive advantage of GE Healthcare could be testified in its long relationship -more than 15 years – with Vizient. Formerly known as Novation LLC, Vizient Inc is one of the largest GE Healthcare clients. This Texas-based company is a giant purchasing organization of medical equipment that represents more than 2,500 hospitals in the US. Its contract with GE Healthcare includes a CT imaging scanner and machine.
Continue reading “Competitive Advantage of GE Healthcare”
Is Aero Industry Business Advantage exist? Seven years ago, at the Berkshire Hathaway annual meeting, Warren Buffett said, “the airline industry is a death trap for investors”.
Continue reading “Aero Industry Business Advantage: Moat In The Sky”
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”