Tencent achieved its competitive advantage by creating a powerful ecosystem that spans across various industries such as gaming, social media, e-commerce, entertainment, and more. This ecosystem helped the company dominate the market.
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Is Hyundai’s Parallel Strategy a Potent Value Play?
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
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What Is the Valuation Master Class?
The Valuation Master Class is the only program that trains you exactly how to value actual companies like a pro and get your dream job in finance.
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Can the World’s Least Profitable Carmaker Turnaround?
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
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Present Equity Research That Wins the CFA Research Challenge
In this video, I go through the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my own experience both as a judge and more importantly as a financial analyst all my career.
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Can the World’s Largest Carmaker Handle the ESG Pressure?
EV skepticism could become costly in woke environment, demand rebound makes up for lost production, and ongoing share repurchase program keeps returns alive.
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Everything about Share Buybacks
In this post I provide important research on the topic of share buybacks.
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Is Mercedes-Benz’s Restructuring Enough to Close the Tech Gap with Tesla?
Planned restructuring to turnaround profitability and value, accelerated electrification necessary to stay competitive, and strategic partnerships to bring autonomous driving forward.
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How to Write Equity Research That Wins the CFA Research Challenge
I wrote a piece about the 8 elements needed to write an equity research report that wins the CFA Research Challenge.
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What Is Going to Happen with Inflation?
Many forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
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