Thomas Edison founded General Electric. Jack Welch built it into the world’s most valuable company. Then risky lending, the Great Financial Crisis, and mismanagement pushed the once great company towards extinction. To save General Electric, the company would need to… Read More
Powering the Future: ASML’s Indispensable Role in Chip Manufacturing
One of the many unsung heroes of World War 2 was Lt. General John C.H. Lee. Lee was in command of the U.S. Army’s Service of Supply and in charge of turning the United Kingdom into “one gigantic air base, workshop,… Read More
S&P Global: Unlocking the Power of Financial Data
The ideal company to own would possess the following 3 attributes. Operates in an industry with minimal competition and with high barriers to entry for new competitors allowing the company to generate high Returns on Invested Capital (ROIC). Requires minimal… Read More
How Marriott’s Business Model Generates High Returns and Excess Cash Flow
Marriott is one of the largest hotel companies in the world but it owns very few hotels. They run an asset-light business model that avoids the significant capital expenditures associated with acquiring, developing, or maintaining hotel properties. This also reduces… Read More
Domino’s Pizza (DPZ): Dividend Growth Off The Perfect Food
The Perfect Food Pizza is the perfect food. It’s a complex taste with the perfect blend of fat, sweet, and rich foods. Cheese provides the fat. Pizza sauce is sweet. And meat toppings provide the richness. Pizza’s taste complexity is… Read More