Adobe, a company with no strong competitors in its main business for a long time
Category: Investor Homework
Walking helps thinking, get you recharged and refeshed
Walking helps thinking. Earlier I mentioned that investment is actually a boring, tedious, long-term, lonely, basic research that needs to be repeated. Time, patience, and discipline are the three major elements of successful investment.
How does Costco make money?
How does Costco make money? Is it a good company?
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.
Amazon vs. Alibaba
The businesses of Amazon and Alibaba are almost the same in all aspects, so the two are highly comparable. Just as Amazon’s stock price is not very good this year, and Alibaba has collapsed by more than 40% now, let us compare the two e-commerce giants in China and the United States.
Tencent vs. Alibaba, part two
Tencent vs. Alibaba, I have written several in-depth articles about Alibaba and Tencent, two of the largest and representative technology giants in contemporary China, on my blog, and they have received enthusiastic responses from many friends
Why people with high IQ prone invest failed?
Why people with high IQ prone invest failed. In stock investment, temperament is the final decisive factor, not intelligence and IQ, nor the amount of funds. I certainly know that most people may disagree with my statement, but I’m just telling the truth that people don’t want to admit, let alone say.
Investment knowledge required is breadth, not depth as most people think
Investment knowledge required is breadth, not depth as most people think. Why most engineers can’t get rich by investing?
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”.