Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Gross Margin Trends Reveal Pricing Power in Stocks
In episode 89 of Stock Picking with Fexingo, Lucas and Luna dive into gross margin trends as a tool to identify pricing power. Using real examples from Apple's 8.5% weekly surge and Microsoft's consistent 68% margin, they explain how rising gross margins signal a company's ability to pass costs to customers. Lucas breaks down the numbers, including Apple's 44% gross margin and how to spot inflection points. Luna challenges the idea that high gross margin alone is enough, highlighting Amazon's thin 5% retail margin vs. its high-margin AWS segment. They discuss the…
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