Our Peloton stock analysis brings you another “innovation doesn’t always guarantee financial performance” episode.Continue reading “Peloton Stock Analysis: Innovation Doesn’t Guarantee”
When To Buy and Sell: Company Cycle
The best timing to buy Amazon stock is when Jeff Bezos works in his garage(1). We are going to evaluate this investing strategy by answering the question of when to buy and sell. In that process, we incorporate the business life cycle as a guide.
- Amazon is out of big ten largest market cap global 2014
Moat versus Growth Investing: 50 years Lesson
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.Continue reading “Moat versus Growth Investing: 50 years Lesson”