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.
Read More
Can Carnival Sail Safely through the Hurricane?
What’s interesting about Carnival is that its debt has swollen by 200% compared to pre-pandemic level.
Read More
Is Ferrari’s Prestige Enough to Drive Its High Valuation?
What’s interesting about Ferrari is that when they increase the price, demand also rises.
Read More
Is Snapchat’s Crash Symbolic of the Social Media Fall?
What’s interesting about Snapchat is that its share price is 82% below its Oct ‘21 all-time high.
Read More
Let’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation
What’s interesting about Twitter is that it makes a better toy for Elon than an investment.
Read More
How Did Goldman Sachs Determine the Intrinsic Value of Twitter?
What’s interesting about Twitter is that Goldman Sachs evaluated Elon Musk’s offer as fair.
Read More
Would You Invest in Thales if Its Profits Come from War?
What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price
Read More
Did China Put the Last Nail in Under Armour’s Coffin?
What’s interesting about Under Armour is that its share price has dropped by 50% over the past 6 months.
Read More
Why Did Warren Buffett Significantly Increase His Stake in Chevron?
In the S&P500, the Energy sector makes up just 3.7%. Buffett place a heavy bet on Energy. The investment in Chevron and Occidental add up to around 10% of his portfolio.
Read More
Should Twitter’s Shareholders Accept Elon Musk’s Offer?
Between July 2021 and January 2022, the share price dropped by half. With the rumors around Elon Musk, Twitter’s share price started to recover.
Read More