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investingdeck

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Oct 16, 2022

First 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 to create the switching cost that prevents customers from migrating to the competitors. Labeling himself as the inventor of GPU, Jensen Huang, The CEO, introduced “accelerated computing”…

2 min read

2 min read


Oct 5, 2022

Charlie 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 of Charlie Munger’s mental model. And it is simply applicable to almost life aspects. Instead of choosing the best decision we never know, we simply eliminate…

Decision Making

1 min read

Decision Making

1 min read


Jun 27, 2021

Contrarian: Asset Growth Anomaly

If 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 and there. One common thing, they move or act in a group. …

2 min read

2 min read


Jun 13, 2021

Sharper 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 enhancement. Take a look at Amazon, this company is trying to disrupt any other existing business under its Prime subscription. …

Amazon

3 min read

Amazon

3 min read


Jun 7, 2021

Negative 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 Buffett's favorite), and its debt expanded at 34% CAGR for that period. But Walmart still beat the market. In this period, the largest retailer in the world…

3 min read

Negative Free Cash Flow, Debt, is allowed to, as long as...
Negative Free Cash Flow, Debt, is allowed to, as long as...

3 min read


May 23, 2021

Investing Lesson: Mismatch, Moore’s Law. Nvidia

Every problem opens an opportunity. That is a business lesson. Nvidia is a company that sees a problem as an opportunity. Before the booming of AI, none see Nvidia like today. We may ask, what the h*ll gaming card maker do in the AI business? or, maybe a few yers…

Nvidia

2 min read

Investing Lesson: Mismatch, Moore’s Law. Nvidia
Investing Lesson: Mismatch, Moore’s Law. Nvidia
Nvidia

2 min read


Dec 17, 2020

Apple M1: Why We Not Jump In This Hype. Yet

So this is it. A brand new chip from Cupertino, Apple M1. More powerful: 3.5x faster CPU performance. 6x faster GPU performance, 15x faster machine learning — yet more efficient: battery life up to 2x longer. Chip Designer and Software Developer could give all the praise, but we aren’t tech…

Apple

2 min read

Apple M1: Why We Not Jump In This Hype. Yet
Apple M1: Why We Not Jump In This Hype. Yet
Apple

2 min read


May 13, 2020

EXXONOMIES of SCALE: ASSESSING EXXONMOBIL ECONOMIC MOAT and WHAT FINANCIAL STATEMENT REVEALS Part I

THE FATE of PRICE TAKER Unlike Disney or Apple who are capable of casting premium for their product, one of the most disadvantages of being a commodity company — and also why value investors are reluctant to invest in — is they can’t control the price of their product however…

Stock Market

5 min read

EXXONOMIES of SCALE: ASSESSING EXXONMOBIL ECONOMIC MOAT and WHAT FINANCIAL STATEMENT REVEALS Part I
EXXONOMIES of SCALE: ASSESSING EXXONMOBIL ECONOMIC MOAT and WHAT FINANCIAL STATEMENT REVEALS Part I
Stock Market

5 min read


May 7, 2020

Applying Peter Lynch Asset Play In The Midst Of Outbreak: Hyatt vs Marriott

Asset Plays is an investing (and interesting) strategy popularized by legendary investor Peter Lynch which encourages investors to seek the hidden value of a company’s assets that is unrecognized or underappreciated by the market. That assets could be anything: from generating money patents, legal rights to produce goods, or subscriber…

Stock Market

4 min read

APPLYING PETER LYNCH ASSET PLAY IN THE MIDST OF OUTBREAK: HYATT vs MARRIOTT
APPLYING PETER LYNCH ASSET PLAY IN THE MIDST OF OUTBREAK: HYATT vs MARRIOTT
Stock Market

4 min read


May 4, 2020

Understanding Disney Moat: and How It Translated into Financial Report

This story reverted back to draft

Economic Moat

1 min read

Economic Moat

1 min read

investingdeck

investingdeck

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