Finding The Edge
A good product doesn’t always come with durable economic advantages. Sony makes high-quality DVDs, but you can replace them with Verbatim without much issue. Investingdeck.com tries to resolve one of the misunderstandings about the economic moat. Welcome to our intangible asset analysis.
Continue reading “Intangible Asset Analysis: Misunderstanding Moat”
Computer – whatever its form, PC or laptop – has become an irreplaceable part of our working environment. Even for our life. In this competitive advantage in the computer industry, we try to identify the strength of competitive advantage for each node. From computer manufacturers like Dell, Lenovo, MSI, Asus, HP to upstream like chip manufacturer TSMC. By understanding the connection between these “points” along with its internal competition, we hope investors could have better insight to choose the potential company to invest in.
Continue reading “Competitive Advantage in The Computer Industry”
To optimize the UI and slash the cost, most smartphone maker giant has developed their own chip – begin with Samsung Exynos, Apple A-series, and Huawei Kirin. Could this trend dethrone Qualcomm as the market leader? Does the competitive advantage of Qualcomm last long?
Continue reading “Does Competitive Advantage of Qualcomm Last?”