Peter Thiel is a co-founder of PayPal and Palantir Technologies, which specialized in big data analytics. While it is more apt to call him a tech entrepreneur than an investor, he knows something about moats and good thinking. Peter Thiel explains the differences between perfect competition and monopoly: “Every firm in a competitive market is […]
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 […]
Previously, I talk about the concept margin of safety and how various domains from military, engineering and investing apply the same principle because there are many unexpected things that can happen in life, albeit in different terms. Having a ‘just in case’ plan reduces the probability of unfavorable outcomes. And investing is all about protecting […]
Not everyone has the luxury of time to read 500 pages of annual reports, industry publications, and newspapers daily to find new ideas. We have family and career obligations yet aspire to manage our own investments over passive investing or managed funds. Some would opt for paid services that filter or recommend stocks that shorten […]
Great stocks — those with proven record of compounding return at a satisfactory rate for a long period of time tend to be relatively unpopular within the investment community. The common perception is that they are unlikely to provide a satisfactory return for investors because of a few reasons namely: High P/E It has been priced in […]