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
source: freepik

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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Investment Rule: Why Value Investor Missed Tesla

PublicDomainPictures from Pixabay

Aswath Damodaran, one of the value investor gurus1 has said that Tesla is overvalued since 2013. At the end of 2020 – 7 years from his statement, Tesla’s stock price speeding up more than 100 times of its 2013 level. 7 years of the miraculous rally – it simply isn’t a one-season wonder. We even could call it long term, as an investment rule for value follower. So, can we said that value investing is obsolete?

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  1. according to people and his essays []

Value-Based Investing: Tesla vs Payment Duopoly

Image by TRƯƠNG-QUÂN and Satya Tiwari from Pixabay

Warren Buffet, the father of modern value-based investing, has advised us, if you buy a stock, even only for one share, buy as if you want to acquire the whole company. Now, which one do you prefer, become the owner of Tesla, the market leader for EV and the next big thing (according to its fanboy) – or become the owner of the payment industry duopoly: Visa and Master Card? On 24 December, the Tesla market cap is at 627.3 M, slightly lower than the payment duo with a total of 688,9 M.

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Stock Market Bubble: Happy New Year, Genius

source: Photo by mentatdgt from Pexels

The stock market bubble unsurprisingly appears in 2020. Thanks to COVID-19 pandemics. Quoting Bloomberg Businessweek 23rd November 2020 edition, “This Market is for Noobs. Professional money managers aren’t beating the market1, The novice trader next door might be”. With smartphones in their hand, everyone is a stock market genius right now.

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  1. Actually, ever they? []