A data center is not a chip, it is a suit of solution.
How Buffett Views Mergers and Acquisitions
In Buffett’s 1992 shareholder letter, Buffett detailed how Berkshire viewed corporate mergers and acquisitions.
Cloudflare, a rising star in cloud computing infrastructure
Cloudflare helps users solve this biggest concern of all Internet through its state-of-the-art CDN
Personality has a decisive impact on investment success or failure
Personality determines the success or failure of investment. If you don’t know who you are, the stock market is an expensive place to find out.
Buffett’s 2023 Annual Shareholder Letter
2023 Berkshire Annual Shareholder Letter, Chinese and English Text links
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
How is banking investment different from other industries?
No one would expect bank stocks to rise sharply. Most of the time, the performance of bank stocks will underperform the market. The reason is simple. There are only two kinds of people who will buy bank stocks.
Charlie Munger speaks at 2023 Daily Journal Shareholders Meeting
Verbatim transcript of Charlie Munger’s 2023 shareholders’ meeting in the Daily Journal
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.