One of the earlier investment books I’ve read was “One Up on Wall Street” by the legendary fund manager Peter Lynch. In the book, he spoke about 6 types of companies. Over the years, the awareness of the categories taught me how do I assess them and what are the critical factors to analyse. On…
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(source: Sheila Hawkins and Starbucks) All of us know Starbucks. It is the brand that defines coolness and social status. It aims to be your third home, away from your home and office. A place where you socialise with your friends. Did you know there are more Starbucks than McDonald’s in USA? They have over 28k stores…
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Investors are mostly concerned with the net profit after tax (NPAT) margins when they are analysing companies. However, gross margins are underappreciated by most analysts. To me, high gross margins are always a strong signal of pricing power. To illustrate the point across, we will use two companies namely Profitable Goods and Weak Gross.
UPDATES: Why Microsoft CEO Satya Nadella Is Tearing Up the Windows Business Microsoft has now rebuilt the company around the cloud instead of Windows, and employees approve Ensure technology empowers people: Microsoft CEO Satya Nadella (photo source: https://www.newasianpost.com/microsoft-ceo-satya-nadella-expounds-empathy-new-book/) I picked up this book as I keen to learn how businesses transform itself… especially mammoth sized business such…
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