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…2 min read·Oct 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…1 min read·Oct 5, 2022--1--1
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…2 min read·Jun 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…3 min read·Jun 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…3 min read·Jun 7, 2021----
investingdeckInvesting Lesson: Mismatch, Moore’s Law. NvidiaEvery problem opens an opportunity. That is a business lesson.2 min read·May 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…2 min read·Dec 17, 2020----
investingdeckEXXONOMIES of SCALE: ASSESSING EXXONMOBIL ECONOMIC MOAT and WHAT FINANCIAL STATEMENT REVEALS Part ITHE FATE of PRICE TAKER5 min read·May 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…4 min read·May 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…1 min read·May 4, 2020----