How does Costco make money? Is it a good company?
Author: Andy Lin
Why nVidia failed to acquire ARM?
Why is no one happy to see nVidia acquisition of ARM? I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”.
Global semiconductor chip market in detail, big dominators and markets
Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.
Why Microsoft acquired Activision Blizzard, PC-era game dominator?
After Microsoft acquires Activision Blizzard, Microsoft will become the third largest game manufacturer in the world after Tencent and Sony ; changing the landscape of the global gaming industry.
Institutional imperative – the good, bad, and ugly
Institutional imperative. In many articles, I have mentioned the so-called Institutional Imperative proposed by Buffett (also translated as institutional compulsion by many people in Taiwan). This article will talk about this, which can be used to explain common problems in many enterprises. And the root cause of the unreasonable phenomenon.
Reflections on investment speech: “Uncle Science’s Super Growth Stocks”
Reflections on investment speeches: “Uncle Science’s Super Growth Stocks”
Like button for post and comment is ready – not through Facebook
Like button for post and comment is ready – not through Facebook
ASML, who dominate TSMC’s fate
only ASML produces advanced extreme ultraviolet exposure (EUV) equipment. EUV is the essential key to enter the advanced process below 10nm.
Are analyst reports useful?
Are analyst reports useless?
Why did Western hypermarket retailers retreat in China and Taiwan?
Why did Western hypermarket retailers retreat in China and Taiwan? After I published my first Costco post, a Singaporean investor asked this question on my English version of the post.