Nvidia can be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
Author: Andy Lin
Sustainability matters in stock market investing
Sustainability is key to long-term investment success
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.
The relationship between GDP and stock prices
GDP (gross domestic product) growth is positively correlated with stock market. Buffett Indicator a powerful and persuasive explanation for it.
Traitorous Eight, the origin of the semiconductor and venture capital industries
The birth of Silicon Valley, and the technology industry as we know it now, actually started with these Traitorous Eight who deviated from the norm.
Pfizer, the world’s largest pharmaceutical company
Pfizer is the world’s largest pharmaceutical company by revenue. With operations in 129 countries around the world, Pfizer’s international sales account for nearly 50% of its total sales.
M&A options’ taxation, accounting items, and rights and obligations arrangements
In Buffett’s 1999 shareholder letter (the content in italics in this article), he spent a lot of space explaining to investors the taxation, accounting items, and rights and obligations of many corporate M&A options.
Unreasonable accounting practices in financial statements
In his 1998 shareholder letter, Buffett mentioned several common but unreasonable accounting practices used by listed companies in the U.S. in their financial statements.
79% of Buffett’s portfolio is invested in just 6 stocks
A whopping 79% of Buffett’s portfolio $338 billion is invested in just six stocks.
Three EDA oligopoly vendors: Synopsys, Cadence, and Siemens’s Mentor Graphics
EDA software can be said to be the most upstream of the entire modern semiconductor industry. Without it, there would be no modern semiconductors., Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics