Dear Shareholder

After reading Dear Shareholder, I was reminded of “Outsiders” which I introduced on this blog.

Commercial-oriented firms perform better in recessions

U.S. stocks have rebounded a lot from the bottom of the bear market in June. Many investors believe that the worst time has passed; but the reality is not so optimistic. But there is another important point in this article — commercial-oriented companies are more resilient to recessions.

Why Shopify is so killing?

The problem is there are hundreds of listed e-commerce companies in the world. But why only Shopify can suddenly emerge and let Bezos of Amazon target it as the only competitor?

UnitedHealthcare, the world’s largest health insurer, role model of Dow Jones

UnitedHealthcare, the world’s largest health insurer, role model of Dow Jones, UnitedHealth (ticker: UNH) was founded in 1974 as Charter Med Incorporated, headquartered in Minnesota, and reorganized a few years later as United HealthCare Corporation, which eventually formed its current structure and name.

Is Microsoft’s personal computer computing department a tasteless one?

Microsoft’s personal computer computing department includes Windows, Surface devices, Xbox, games, search engine Bing.

The rebirth and fall of 4 major technology stocks in 10 years

Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!

How does JPMorgan Chase make money?

JPMorgan Chase is named after the founder of one of the companies in the group, which has long been inseparable from the banking industry. The merger of its businesses involved many of its major competitors in the past.

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