Books on Moats & Competitive Advantage


Books, Competition, Moat, Strategy

I have always interested to find out what makes a company tick. Why some companies succeed while others fail? What enables a company to grow continuously for decades when others fail to maintain that even for a few years. Is it management? The nature of the industry? The products a company offers? Or is it […]

March 30, 2019

The 7 Moats of Quality Companies


Competition, Moat, Strategy

Why is the reason that some companies can grow their business at a high return for decades while others failed to do so or falter after a few years of outstanding growth? What separates them? Is it because of the management? Or is it something else? More importantly, what is the commonalities amongst these high […]

March 5, 2019

An Analysis on Lafarge


Analysis, Competition, Contrarian, Market, Risk

Background Malaysia’s cement industry is getting hit hard over the past few years. Lafarge, the biggest cement player in Malaysia is down close to 50% from its peak $10 in 2015. The 4 key factors currently affecting the cement industry are: Industry headwinds Higher cost Overcapacity Soft property market Slow rollout of infrastructure projects Higher […]

July 18, 2017