investingdeckFirst Mover Advantages and Switching Cost. AI case.From a marketing perspective, Nvidia in the AI business is another example of how the first mover company could capitalize on its position…Oct 16, 2022Oct 16, 2022
investingdeckCharlie Munger Mental Model: How to Reverse Problem Solving.Unlike simple algebra, the problem of life has multiple right solutions. Our task is simply to avoid the wrong decision. That is the idea…Oct 5, 20221Oct 5, 20221
investingdeckContrarian: Asset Growth AnomalyIf you follow a commodity company, you will often hear news like Big Oil cut Capex, Big Oil sell its unproductive reserve, Big Oil do this…Jun 27, 2021Jun 27, 2021
investingdeckSharper Than The Blade: When Rivalry doesn’t Chase The Money.As the economy of the ecosystem rise, sometimes, the pursuit of customer attraction isn’t the profit itself — but the ecosystem…Jun 13, 2021Jun 13, 2021
investingdeckNegative Free Cash Flow, Debt, is allowed to, as long as...From 1972 to 1986, even before the rise and dominance of e-commerce, Walmart has operated with negative free cash flow (far from Warren…Jun 7, 2021Jun 7, 2021
investingdeckInvesting Lesson: Mismatch, Moore’s Law. NvidiaEvery problem opens an opportunity. That is a business lesson.May 23, 2021May 23, 2021
investingdeckApple M1: Why We Not Jump In This Hype. YetSo this is it. A brand new chip from Cupertino, Apple M1. More powerful: 3.5x faster CPU performance. 6x faster GPU performance, 15x…Dec 17, 2020Dec 17, 2020
investingdeckEXXONOMIES of SCALE: ASSESSING EXXONMOBIL ECONOMIC MOAT and WHAT FINANCIAL STATEMENT REVEALS Part ITHE FATE of PRICE TAKERMay 13, 2020May 13, 2020
investingdeckAPPLYING PETER LYNCH ASSET PLAY IN THE MIDST OF OUTBREAK: HYATT vs MARRIOTTAsset Plays is an investing (and interesting) strategy popularized by legendary investor Peter Lynch which encourages investors to seek…May 7, 2020May 7, 2020
investingdeckUnderstanding Disney Moat: and How It Translated into Financial ReportOne of the most memorable Warren Buffet terms in investing is economic moat. Quoting Mr. Buffett,” I am looking for a company with durable…May 4, 2020May 4, 2020
