Union Pacific and Berkshire’s BNSF, the U.S. railroad duopoly
Category: Moats and competitive advantages
Quasi-monopoly Waste Management (WM)
Waste Management is a quasi-monopoly that recently changed its name to WM
Intuitive Surgical, a company that essentially monopolizes surgical robots
Da Vinci medical surgical robot is now more famous than Intuitive Surgical, it is not regulated, but it is a real monopoly
Apple company culture deep dive
Cook (please note it is not Jobs) is the leader in Apple’s corporate history, bringing Apple to the top in market value and continuing Apple company culture. He is the biggest hero for Apple Inc.
Disney is currently facing its biggest crisis since its inception
Disney is facing a period of turmoil, and Iger, who has put on his battle uniform again, shoulders the heavy responsibility of rectifying and making the streaming business show a surplus, so as to boost investor confidence
What’s the credit card difference among American Express, Visa and MasterCard ? at least 8 differences
8 Differences Between American Express and Visa or MasterCard Credit Cards
Common criteria when Buffett pick up stocks
Buffett’s 2003 shareholder letter lays out his common criteria for buying stocks
Sustainability matters in stock market investing
Sustainability is key to long-term investment success
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.
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.