Finding The Edge
Here is the transcript (edited – smoothed – filtered) version of the discussion about Tesla revenue analysis in our small-hidden group. As usual, our answer always tries to give insight beyond the number that is written in the financial report.
Continue reading “Tesla Revenue Analysis: How Far it Leads?”
2021 is about recovery. Not only for the stock market but also for mankind. It is when vaccines get global and humans fight coronavirus back. For years, this is the best and maybe the happiest year for us. To see how people survive against the worst. But we won’t discuss it. November 2021 investing insight is a collection of our brainstorming with regard to market and investing. We make it into one article since it is too short to launch in one long post, but it is too precious to hide.
Continue reading “November 2021 Investing Insight”
Google is a search engine and the search engine is Google. That is the unbreakable spell of customer recognition that help Google retain its user. But, what if, the customer recognizes Google is about search engines only? Surely this will resist the expansion of growth stock – Google in this case.
Continue reading “Expansion of Growth Stock: Jailbreak”Tech stocks are dominating the market for more than a decade. This group – Facebook, Apple, Amazon, Microsoft, Google – share the same characteristics. They dethroned the incumbent, they defined a new business model, They reshaped the industry. In this article, Disruptive Stock Analysis of Tesla, we try to recognize whether the EV maker could reach the same level as the disruptor group.
Continue reading “Disruptive Stock Analysis of Tesla: A Reality Checklist”
What is the important element for a browser? Speed, Of course. User Interface? Check. What else? We would say… name. In 2012, Microsoft lost in browser war not only for its sluggish browser but also for its name. Internet Explorer isn’t sexy at all. Firefox is a better name, it reflects speed and energy, like Chrome. The first move of the tech branding strategy isn’t about introducing them to the public. It begins with building the brand, including the name, identity, and characteristics they represent.
Continue reading “Tech Branding Strategy: Temple of Modern God”
Google’s competitive advantage lies in its unique business model and its hyper-scale access. From our business perspective – it ain’t people who can access Google. It is Google that has access to billions of people. Google offers the third party to its tremendous number of users – the third pay for that access.
Continue reading “Google’s Competitive Advantage. Business Model.”
In 2016, Warren Buffett via Berkshire Hathaway bought Precision Castpart – a company that has soared 20 times in the last 13 years. Its revenue grew four times only in the same period. The Oracle of Omaha believes that due to its economic advantage, Precision Castpart deserves that valuation. Here we try to fix the misconception about value investing. Spoiler alert, value investing doesn’t necessarily invest in cheap companies (low P/E, low PBV). Investing in a growth stock is part of value investing
Continue reading “Investing in Growth Stock: Redefining Value”