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
Category: Moats and competitive advantages
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?
When inflation, prices raised, the revenue will increase according to the ratio of the price increase, and of course the net profit will also increase. The increase in revenue and net profit will naturally push up the stock price; because the valuation of the stock Will automatically increase with the increase in revenue and profit
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%
There are no technology stocks in the list of companies in which Buffett holds more than 20% of his shares. Why? What is the commonality? The significance of holding more than 20% of shares, several cases of Buffett holding large shares
Why is it difficult for investors to discover Shopify potential early?
This article will discuss what readers want to know most: as an investor, how can you discover high-growth companies like Shopify early on? Shopify is not just a website-building software, nor is it an e-commerce marketplace like Amazon.
Stock Better than the S&P 500, Procter & Gamble (P&G)
Stocks Better than the S&P 500, Procter & Gamble (P&G) What I want to introduce today is a well-known company Procter & Gamble (ticker: PG) that I mentioned in the last section 5-6 of my book “The Rules of Super Growth Stocks Investing”.