Yield rate comparison of TSMC, Samsung, Intel’s Advanced Process
Yield rate comparison of TSMC, Samsung, Intel’s advanced process
Yield rate comparison of TSMC, Samsung, Intel’s Advanced Process
Category: Moats and competitive advantages
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.
This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.
Qualcomm diversifies success, no nonger highly dependend on phone
Why discuss Qualcomm? Qualcomm (ticker: QCOM) has a key position in the global technology industry, especially in the development of mobile phones in the past three decades, and it still does. This is the first factor. Another reason to discuss this company is more important, because in the past 4-5 years, this company has quietly … Continue reading “Qualcomm diversifies success, no nonger highly dependend on phone”
Adobe, a company with no strong competitors in its main business for a long time
This company was founded in 1982, and Microsoft (ticker: MSFT) was founded in 1975. This company went public successfully in 1986, and Microsoft went public in the same year, it went public in just four years after its establishment! It was a very difficult achievement in that era, and it is rare even in modern … Continue reading “Adobe, a company with no strong competitors in its main business for a long time”
Why can US brokerages have zero fees?
PFOF (Payment for order flow) Order flow payment (Payment for order flow: PFOF) involves retail brokerage brokers, such as Robin Hood (ticker: HOOD) and TD Ameritrade (has been acquired by Charles Schwab, ticker: SCHW) to sell their customers’ market orders to third parties (represented by Citadel Securities and Virtu Financial), the third party executes these … Continue reading “Why can US brokerages have zero fees?”
The differences between Visa and Mastercard
I discussed on pages 96-99 of 2-4 in my book “The Rules of Super Growth Stocks Investing” that these two companies are a classic duopoly and both are profitable. I also wrote an article about these two companies previously on my blog. However, I am frequently asked a question by people “What is the difference … Continue reading “The differences between Visa and Mastercard”
How does Costco make money? Is it a great company?
How does Costco make money? Is it a good company?
How does Costco make money? Is it a good company?
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”. The investors are very smart and have made a fair evaluation of this company. Let’s first look at the stock price performance of nVidia (ticker: NVDA) over the past five years-1,566.94%. Current progress In July … Continue reading “Why is no one happy to see nVidia acquisition of ARM?”
PC-era game dominator Activision Blizzard acquired by Microsoft acquired
Microsoft acquired PC-era game dominator Activision Blizzard
Microsoft acquired PC-era game dominator Activision Blizzard
ASML, who dominate TSMC’s fate
ASML, who really caught TSMC’s neck
ASML, who really caught TSMC’s neck