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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Can Walt Disney Really Hit US$100bn Revenue by 2024?
Over the past 9 years, Disney saw a 5% CAGR revenue growth, streaming platform Disney+ comprises new growth engine, and fast recovery of theme parks could drive revenue rebound.
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Best YouTube Channels to Learn Advanced Excel Skills
Is Excel overwhelming for you? Or are you an Excel pro looking to add more tricks onto your utility belt?…
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30 Students Graduated from the Valuation Master Class Boot Camp 03
On April 15th, 2022, 30 students graduated from the Valuation Master Class Boot Camp, a 6-week course training attendees to value any company in the world.
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Is Nike’s Sports Supremacy Enough to Justify Its High Valuation?
Digital expansion bears fruit, driving top-line growth, reengineering retail business could enhance margin further, and competitive position means profits beat those of biggest rival.
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Can Puregold Turn Philippine Grocery Retail Into Pure Gold?
Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.
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Will Meta get more of your cash?
User base might have reached maximum, reality Labs squeeze profits, but could turn big in the future, and competitors grow out of nothing to challenge its dominance.
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Is First Gen an Overlooked Power Play That Deserves a Re-Rating?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
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Can Philippine’s Second-Largest Telco Company PLDT Regain Its Lost Market Share?
Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.
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Can Philippine’s Largest Telco Company Globe Deliver on Its High Growth Prospects?
Home broadband expansion offers solid top-line driver, new entrant Dito challenges previous Filipino duopoly, and investment in mobile payments could pay off big.
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