Andy Lin's Super Growth Stock Investment Rules
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.
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”
The commonalities of Buffett portfolio – cheap, fixed income, repurchase
The commonalities of Buffett portfolio – cheap, fixed income, repurchase
Since I have described in detail how to screen for super growth stocks in the book “The Rules of Super Growth Stocks Investing”, Chapter 5 of the book also mentioned that I own Nike (ticker: NKE) stock before, but I focus on the book Everyone is talking about technology stocks, and there are still many … Continue reading “Nike, a role model of growth stocks in non-tech industry”
Japan is already a country of mediocrity, not as advanced as you think
Japan is already a country of mediocrity, not as advanced as you think
Liquidity of stocks in the market For a long time, Warren Buffett’s Berkshire company stock has been poorly rated (I didn’t write it wrong, no one should be surprised). One of the main reasons is the poor liquidity in the market, that is, very few people trade the stock. Although this is mainly caused by … Continue reading “The valuation influence of stock liquidity and stock split on listed companies”
Why cloud computing is so important? In my book “The Rules of Super Growth Stocks Investing” 2-2, 2-4, 3-3, 5-1, Cloud computing is discussed in several places, because it is so important! The main reasons are as follows: Cloud computing is the operating system of today and future: just like Windows, Linux, OS X, Unix … Continue reading “Microsoft, the real overlord of cloud computing”
A hard day for the modern evil empire Meta
A hard day for the modern evil empire Meta
Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different. How big is the market In 2020, China imports about three-quarters of the world’s chips, exceeding US$300 billion, and its self-sufficiency rate is about 15.9% (IC Insight data). According to the China … Continue reading “Global semiconductor chip market in detail”
This is a big deal, both in the technology industry and in the capital market, investors should be well aware of it. The deal Microsoft (ticker: MSFT) announced that it will buy the PC-era game dominator Activevision Blizzard (ticker: ATVI) for $68.7 billion in cash, which represents a 45% premium over Activision Blizzard’s stock price … Continue reading “Microsoft acquired PC-era game dominator Activision Blizzard”
