2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
906 Views
Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving...
504 Views
Nestlé Goes Nuts
Nestle SA (NESN VX) , a leading Swiss food Manufacturer, has offered to buy peanut allergy treatment maker Aimmune Therapeutics (AIMT US) for an EV...
447 Views
JDE Peet's IPO: Valuation Insights
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
510 Views
JDE Peet’s IPO Initiation: The Big Grind
JDE Peet (JDE US)Â is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
520 Views