Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk
In this article, let's go through some recent updates from three high-quality businesses in my highly selective investable universe.
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Beijing Tong Ren Tang Chinese Medicine: A Turnaround Worth A Look
Beijing Tong Ren Tang Chinese Medicine can be a rare turnaround case in our opinion, thanks to its wide moat and compounding capability.
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Perfect Shape: Our Takeaways From H1 Results
While the recovery is hopeful but still uncertain, the management is looking to take advantage of any downturn to widen the competitive gap.
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Perfect Shape Is Not Perfect But Here Is What We Like About It
We think that Perfect Shape offers a long-term alpha opportunity with a margin of safety at the current level, even after a nearly 30% rally in the...
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Water Oasis: Deep Value or Value Trap?
Buying cheap does not necessarily produce sizable returns. We employ our value-trap framework to assess the risk profile of Water Oasis, a...
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