Twitter acquisition is a modern-day version of ‘Barbarians at the Door’, First of all, if you haven’t read “Barbarians at the Gate”, which is regarded as the most classic Wall Street M&A and business war related books or movies in history, please find time to read it.
Category: Board of Directors
Wells Fargo, a major holding once praised by Buffett and Munger
Wells Fargo, a major holding once praised by Buffett and Munger, Company profile, Berkshire Hathaway (NYSE: BRK.A and BRK.B) started buying Wells Fargo stock in 1990, a story worth mentioning.
Why did Sea’s share price drop 70% in three months?
Why did Sea’s share price drop 70% in three months?
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.
Costco moats, and the Differences from Other Competitors
This post will discuss Costco moat and the differences between Costco and other retail competitors. Please read the first the article I wrote a few days ago about Costco, “How does Costco make money?”.
Outsiders, one of the greatest investment books for managment team
Outsiders, I recently re-read several investment books and found that one of them is worth recommending to everyone — “Outsiders”.
Dividend-rich industries and 6 big differences from Taiwan
US stocks’ dividend-rich industries and difference from Taiwan
Coca-Cola has been inferior to Pepsi in and even return rate is negative in past 10 years!
Coca-Cola has been inferior to Pepsi in and even return rate is negative in past 10 years!
Introducting Jack Dorsey, the low-key Silicon Valley leader
Introducting Jack Dorsey, the low-key Silicon Valley leader. If you don’t know who he is, I suggest you read down quickly to get to know this person. He is one of the most underrated and influential entrepreneurs in Silicon Valley.
Why dividends disappeared suddenly these years?
Why do more and more US companies tend not to pay dividends?
