Warren Buffett record is impeccable which makes him the richest investor in the world.
However, did you know the ordinary retail investor can beat the Oracle of Omaha at his own game?
Here is a list of companies in the past that have done just that!
Enjoy!
Mergers and Acquisitions Case: Kraft hostile takeover on Cadbury.
After reviewing operations, finance, marketing, supply chain management, this practical example supported my learning within the legal international frame.
Penultimate presentation carried out within a mostly French group, interesting :)
Detailed and Deep information about the takeover of cadbury by kraft confectionery. For more you can visit https://youtu.be/10iZPa-LCCY, https://youtu.be/QpsT_qM-a-E, https://www.youtube.com/watch?v=cGtOPpf-i_I.
Mergers and Acquisitions Case: Kraft hostile takeover on Cadbury.
After reviewing operations, finance, marketing, supply chain management, this practical example supported my learning within the legal international frame.
Penultimate presentation carried out within a mostly French group, interesting :)
Detailed and Deep information about the takeover of cadbury by kraft confectionery. For more you can visit https://youtu.be/10iZPa-LCCY, https://youtu.be/QpsT_qM-a-E, https://www.youtube.com/watch?v=cGtOPpf-i_I.
IRI's Weekly News Update - w/c 10th July 2017Rūta Misiūnaitė
Retailer News:
• A.S. Watson to open 88 new stores in the UK despite Brexit concerns
• Lidl to double UK store openings to 60 a year
• Morrisons branches out into online florist market
• Sales decline continues at M&S but showing signs of recovery
• B&M continues its strong growth
• Superdrug sales heat up with Love Island deal
Category News:
• Cadbury expanding production at Bournville site following investment
• Tate & Lyle launches new sugar range
• The UK's biggest beauty spenders revealed
Other News:
• Warm weather and food inflation boosted retail sales last month
• Beiersdorf to invest €230m in new HQ and research centre in Germany
IRI's Weekly News Update - w/c 10th July 2017Rūta Misiūnaitė
Retailer News:
• A.S. Watson to open 88 new stores in the UK despite Brexit concerns
• Lidl to double UK store openings to 60 a year
• Morrisons branches out into online florist market
• Sales decline continues at M&S but showing signs of recovery
• B&M continues its strong growth
• Superdrug sales heat up with Love Island deal
Category News:
• Cadbury expanding production at Bournville site following investment
• Tate & Lyle launches new sugar range
• The UK's biggest beauty spenders revealed
Other News:
• Warm weather and food inflation boosted retail sales last month
• Beiersdorf to invest €230m in new HQ and research centre in Germany
Reckitt Benckiser - History, Evolution, Present and the FutureGreg Thain
A comprehensive background of Reckitt Benckiser containing its History and Origins, Early Evolution, Modern Business, Global Expansion, Company Structure, Recent Efforts and Company DNA. As one of the chapters of the book FMCG: The Power of Fast-Moving Consumer Goods by authors Greg Thain and John Bradley. For more details on their success story and that of other leading FMCG companies, check www.fmcgbook.com or Amazon http://amzn.to/1jRyd20.
12 Reasons Why JD Sports is the King of TrainersWalter Hin
This is an analytical study of why JD Sports Fashion became successful. The success of JD in the last decade saw shareholders made 15 times their initial capital!
But it wasn't plain sailing because the previous decade before that (1996-2006), shareholders lost 8%, despite sales growth!
So, what transformed JD Sport into the giant sportswear distributor, today?
Find and read about JD Sports rise to the top.
Is NEXT PLC SHARES ON OFFER AT 50% OFF? Walter Hin
A look at the investment opportunity presented by NEXT PLC (since the stock fell by 50%). Details include the retailer’s earnings power, liquidity issue, comparison with BOOHOO and ASOS, market valuation and share price forecast (Short- AND Medium-term).
Disclosure: The slides are not investment advice, but for presentation and entertainment purposes. PLEASE “DO YOUR OWN RESEARCH” and seek professional help!!!
Nine costs that incurs when becoming a publicly listed company Walter Hin
Do you know that there are hidden costs involved in a placing that investors have not taken into account?
Before the business can invest in their operations they need to pay off a lot of costs to maintain its status as a publicly-listed company.
Be wary if some companies raise a few hundreds of thousands of pounds because they are trying to pay off these costs, instead of using it to add value to their operations!
Why Glencore’s assets will fail to realize its true valueWalter Hin
Glencore is desperate to sell its assets and vowed to reduce net debt by $10bn. However, who will and at what price?
A look into Glencore's Xstrata acquisition gives us some glimpse of what Glencore's assets are actually worth.
I will teach you how to invest in the grocery sectorWalter Hin
A new way to research shares in the grocery sector. I have compiled several techniques to give you an early warning signs when stocks turn adverse or appreciate in price.
Five 'unheard' of businesses that beat warren buffett's berkshire hathaway
1. Five 'UNHEARD' of businesses that beat Warren
Buffett's Berkshire Hathaway
2. JANUARY -
MARCH 2015
The famous chart below shows Berkshire Hathaway beating the S&P
500 index. The difference in total return since 1967 is a $1,000 invested
in S&P 500 gives an absolute return of $20,600 vs. Berkshire
Hathaway's absolute return of $10m.
3. DID YOU KNOW?
Berkshire Hathaway beats
Apple in total stock returns!
And Apple is the biggest company by
market capitalization with current
market value $650bn.
4. Below is the comparative returns of Apple vs. Berkshire, since the start of
Apple's IPOs.
7. This company is the most diversified health care company in
the U.S. providing health care coverage and benefits services.
Known facts
They served over 70m people in the U.S. and generated revenue of over
$100bn.
On the financial side, the company made several acquisitions
including $12.8bn for Catamaran Corp.
The company has gone through 5 stock split in its stock market
history (all 2 for 1 split).
8. UnitedHealth would have earned you 'EIGHT' times the
return than Berkshire from 1990 to present.
10. ABOUT
Established in 1984, Cisco System is a multinational tech company
selling networking equipment.
Ten years later its sales exceeded $1bn. The company has an
acquisition-driven business model with 192 acquisitions since
1993 to the present date.
FUN FACTS
During the dot-com bubble, Cisco used to be the most valuable
company with a market capitalization reaching $500bn in
March 2000.
12. Chart explanations
When Cisco System became the most valuable company in 2000, a
$10,000 investment back in 1990 would earn you $6m bucks within ten
years.
Since 2000, Cisco has not regained even half their stock losses.
However, it stills beat Berkshire by a whopping 10.5 times, despite not
making a new high for fifteen years!
In defense of Berkshire Hathaway, no company can grow forever, and the
company is at its mature growth stage.
The best way to evaluate is to work out Berkshire Hathaway's compound
returns since its inception to the market. (More from this later)
13. BEFORE GOING TO THE NEXT COMPANY, HERE A
BREAKDOWN OF CISCO BREAKDOWN BY PRODUCT
CATEGORY:
15. Not from the UK?
Don't worry, this UK-based bakery is the largest AND beats McDonalds,
regarding the number of outlets (in the UK, of course).
The company was found back in Tyneside (near Newcastle) back in 1939
by John Greggs.
However, it took them twelve years to open their first store.
Now, Greggs had more than 1,671 outlets and employed 20,000 staff in the
UK.
Fun fact
Greggs sell 130m sausage rolls a year.
16. Greggs has seen tremendous growth over the years and would earn you a
total return that is 49 times greater than Berkshire!
17. How does Greggs achieve much great
result?
Well, they consistently grew the business at a steady pace, along with
increasing the sales output per store over a long period.
18. The company manages to improve its sales per store output by
142% since 1991, in nominal terms. Given that UK inflation increase
by 103%, then real sales per store output are 39%.
20. Danaher Corp has five business segments:
- Environmental - Industrial technology
- Life sciences & Diagnostics - Dental
- Test & measurement
21. Danaher Corp total stock return performance has outpaced
Berkshire by 3.45 times!
22. The secret to Danaher Corp. success
The acquisition of over 400 businesses since 1984.
Did you know?
It had changed its name three times from DMG, Inc. to
Diversified Mortgage Investors, Inc. by 1978 and from the
name the company was in the real estate sector.
By 1984, it settled for Danaher Corp. to the present day.
23. The success of its acquisition-driven business model has
attributed to commanding a good market share in each of its
business segments
25. Another UK business that sells clothes in stores and online.
The company was bought by J Hepworth & Son back in
1981 and in 1986 the parent company changed its name to
Next PLC.
27. However, we should be fair to Berkshire
They have been listed in the market longer than these outperformers
Berkshire is no longer a growth company but a mature business given its size
For a fairer comparison, we should measure stock performance based on
the average compound return since listing in the stock market
28. The table below shows the compound return since inception to the
stock market. On that basis, Greggs has compiled the highest
compound annual return over the last 27 years!
Buffett's Berkshire over the last 50 years has managed an average
compound annual return of 21%.
To be fair to the Oracle of Omaha, if the above companies still manage to achieve a
21% compound annual return over a 5o year period, then they have achieved the
results of Berkshire!
However, this does not void the fact that by jumping out of Berkshire shares and
buying the above companies would earn you a 'superior' return than Warren
Buffett!!
29. Thanks for reading!
Are you interested in following the footsteps of the 'Oracle'?
INTERESTED IN ANOTHER FIVE COMPANIES BEATING
BUFFETT'S BERKSHIRE?
Then click here to read my piece on Seeking Alpha!