Articles

  • Amazon Q3-2024 Analysis

      Amazon's total sales over the past four quarters (Q4-2023 through Q3-2024) totaled $620 billion. In FY2020, this was still $386 billion. This re...
  • Berkshire Hathaway Q3-2024 Analysis

    Berkshire Hathaway saw its cash position increase by $48.3 billion over the past quarter, according to the Q3 figures released by the company earl...
  • NVIDIA significantly increases revenue, profit and EPS in Q2-2025

    NVIDIA released its financial results for the second quarter of fiscal year 2025 (covering the period from April 29, 2024, to July 28, 2024) last ...
  • Analysis Amazon: Development Share Price and CFO per Share since 2012

    Between 2012 and 2023, Amazon's stock price increased at a CAGR of 25.2%. As we know, in the long term, a company's stock price follows the intrin...
  • Revenue ASML: 18.8% CAGR since 2014. Can ASML reach €1,500 per share by 2030?

    ASML grew its revenue from €5.9 billion in 2014 to €27.6 billion in 2023. The strongest growth came from ASML's EUV machines, growing at a 46.2% C...
  • Apple Repurchased 269 million shares in H1-2024 – Berkshire Hathaway sold 506 million shares

    Berkshire Hathaway sold 116 million Apple shares in Q1-2024. In Q2-2024, this is expected to have increased to approximately 390 million. Apple it...
  • Berkshire Hathaway's Cash Pile Increases to $277 billion

    Berkshire Hathaway has increased its cash pile by $87,9 billion to $276,9 billion, thanks to the sale of 389.8 billion Apple shares. This can be d...
  • What are Moats? Part 3: Switching Costs

    A truly great business must have an enduring "moat" that protects excellent returns on invested capital.       —  Warren Buffett  In this article...
  • What are Moats? Part 2: Intangible Assets & Intellectual Property

    As we concluded in the previous article, having a certain moat is crucial for companies. A moat distinguishes a business from its competitors and ...
  • Massive Moats: An introduction to the importance of a company's moat

    A good business is like a strong castle with a deep moat around it. I want sharks in the moat to keep away those who would encroach on the castle....