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.
Category: Global Stock Markets
The gap between China and US, is all China-made software and hardware possible?
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
How does Starbucks make money? and the current predicament
I mentioned in subsections 5-6 of the book “The Rules of Super Growth Stocks Investing” that Starbucks has been confirmed to be successful, and the stock has been split 6 times so far.
Are Chinese stocks suitable for long-term investment?
Chinese stocks is not a wise choice, I have previously written two articles on the theme of China concept stocks: “The biggest risk to hold Chinese stocks, taking Alibaba and Tencent as examples”, and “Why do many Chinese companies want to be US listed?”.
Three signals to decide if stock market fall deep enough
When does the stock market fall enough? Buffett has made a big move and is busy buying critical companies around. If the Fed will change its monetary policy and propose a rescue strategy.
Yield rate comparison of SMIC, Rapidus, TSMC, Samsung, Intel’s advanced process
Comparison of advanced process yield rates between TSMC, Samsung and Intel: Numbers of advanced process yield rates Samsung’s advanced process yield rates are very poor and are not at the same level as TSMC. Perhaps we should say that TSMC is so good that it has brought the yield rate of advanced processes close to the yield rate of TSMC’s mature processes. This is a rare ability. Intel has never publicly announced its process yield.
6 common wrong semiconductor investment myths
This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.
The commonalities of Buffett portfolio – cheap, fixed income, repurchase
I recently took a general look at Buffett portfolio , and I made some big discoveries. Buffett basically only invests in companies with fixed cash flow income. He likes companies that actively implement stock repurchases. Almost every shareholding has dividends. He likes cheap companies.
How AMD makes money? A rare case of turning defeat into victory
The stock price has risen from the lowest point of US$ 1.66 on September 28, 2015 (close to the threshold of delisting), and it has risen to US$ 137.5 at an alarming rate in only 6 years, which is an almost impossible task. Shares rose 148% in 2019, making it the biggest gainer for the year in the S&P 500 and Philadelphia Semiconductor Index, surging 21-fold in ten years. I mentioned AMD in my book of “The Rules of Super Growth Stocks Investing”
How does Nike make money? The role model of growth stocks in non-tech industry
Nike, a role model of growth stocks in non-tech industry. Since I have described in detail how to screen for super growth stocks in the book “The Rules of Super Growth Stocks Investing”, Chapter 5 of the book also mentioned that I own Nike (ticker: NKE) stock before, although I focus tech stocks on the book.