Sino-US confrontation will not hurt U.S. stocks too much.
Category: Moats and competitive advantages
79% of Buffett’s portfolio is invested in just 6 stocks
A whopping 79% of Buffett’s portfolio $338 billion is invested in just six stocks.
Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
EDA software can be said to be the most upstream of the entire modern semiconductor industry. Without it, there would be no modern semiconductors., Three EDA oligopoly vendors: Synopsys, Cadence, and Mentor Graphics
Inflation-proof investments
Selecting companies that can stand out under inflation is an indispensable factor in Buffett’s investment technique
Vertical software is expensive, but worth the investment
Vertical software, The official name of industry software should be vertical market software, which is software developed for a niche industry or for the needs of a unique customer group.
How Buffett Structures His Long-Term Investment Portfolio
In his 1996 shareholder letter, Buffett explained in great detail how he structured his long-term investment portfolio. Many of the contents of this letter have been quoted repeatedly so far, and it can be regarded as a very important shareholder letter.
Why do stock prices automatically rise with inflation?
The origin of this article A friend wrote to me, the original text is: “I read your blog article and mentioned that “stock prices will automatically rise with inflation”. After thinking about it for a long time, I still don’t understand it. Could you please give me a practical example to help me out? Let … Continue reading “Why do stock prices automatically rise with inflation?”
How do monopolies or oligopolies work in the real world?
In the real world, there will be no perfect competition, but monopolies or oligopolies enterprises
Industries with moat and going downhill
In Buffett’s eyes, industries with moat characteristics and examples of industries going downhill
The companies Buffett owns more than 20%
Why the companies Buffett owns more than 20% matters?