Musings on Markets and Investing, Sometimes Confused but Always Curious

Sometimes Confused but Always Curious

Musings on Markets and Investing

Musings on markets and investing with an occasional philosophical detour from great books.

Equity Bottom-Up

Cisarua Mountain Dairy / Equity Bottom-Up

PT Cisarua Mountain Dairy TBK produces diary products. The Company offers milk and yogurt. Cisarua Mountain Dairy serves customer in Indonesia.

<ul><li>I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy (Cimory - an Indonesian company) by sheer chance.</li><li>I’ve owned AKR Corporindo (another quality business trading at reasonable valuations) for over a decade and got to know the current President Director Pak Haryanto Adikoesoemo.</li><li>In late 2021, Pak Haryanto was on vacation in Singapore but we did meet for an update on the business. </li></ul>

I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy (Cimory - an Indonesian company) by sheer chance.I’ve owned AKR Corporindo (another quality business trading at reasonable valuations) for over a decade and got to know the current President Director Pak Haryanto Adikoesoemo.In late 2021, Pak Haryanto was on vacation in Singapore but we did meet for an update on the business. 

Cisarua Mountain Dairy: Neglect Provides Opportunity

Sometimes Confused but Always Curious
Musings on Markets and Investing

Cisarua Mountain Dairy: Neglect Provides Opportunity

Innovation, dynamism, financial strength and demonstrably cheap. I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy...

Sometimes Confused but Always Curious