Warren Buffett and Elon Musk are clashing over
護城河難行得通? The economic moat didn't work ??
以Intel为例，作为半导体龙头，曾经有过很深厚的护城河，但多年的挤牙膏、管理不善跟各种不创新，近年来被台积电、AMD、NVIDIA压在地上打，护城河也在逐渐瓦解。 当年Steve Ballmer 领导的Microsoft 也有同类情况。
Companies with moths can hold off competitors from occupied the market, and innovation can keep them competitive.
Let take Intel as an example, as a semiconductor leader, there used to be a very deep mot, but years of competition, poor management and a variety of non-innovation, in recent years took over by TSMC, AMD, NVIDIA on the ground, mot is also gradually disintegrating. Microsoft, led by Steve Ballmer, also had a similar situation.
In recent years, the rise of destructive innovation, whether technology or traditional industries are facing the pressure of transformation, walking slower are afraid of being subverted by others. The old way of investing strategy might not be able to work by now.
Remember to click like and follow my page, your support is my motivation to create more article. I will do more article that related to HK market, Malaysia market and US market.
If you interest to know more , can PM me for more information and financial support me to create more article. (whatapps+0169120163)
All the information shared by the page, including articles , videos and Facebook Live , is served solely as the purpose of education and experience sharing.
The contents provided were obtained and referred from publicly available data such as market trend analysis, technical analysis listed company’s announcement , quarter report , annual reports , news from the media and etc.
Our page, telegram and all social media platform data are based on the perspective of a company’s business operating model and fundamentals. Please be informed that the information shared is not for investment advice and we do not recommend any buy/sell calls. Please consult your financial advisor prior making any investment decision.