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Tag: industry

Is Management/Culture a Moat?

January 22, 2018

One camp says: Despite how amazing the management is, the industry and business model comes first and foremost. Because if the business operates in a cyclical industry or a very competitive industry, no matter how good the management is, he or she is unable to overcome the inherent problems with the industry. However, I do…
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Quick Write-Up on Southwest Airlines (NYSE:LUV)

January 23, 2017

(refer to my disclaimer: https://1milby30.wordpress.com/disclaimer/) (photo source: http://mommasays.net/) A well-articulated article (click here!) on Southwest Airlines. It deserves a read. I am amazed that Southwest has a ROE of 30.1%. However, we all know that oil is roughly 30% of an airline total operating costs and it can be erratic. What happened to turn Buffett…
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