bullish

A Blessing in Disguise

368 Views30 Nov 2022 16:17
Steven has highlighted this Insight as a Top Pick
SUMMARY
  • We try to stay away from the fool's errand of forecasting the economy;
  • But often, we notice that high-quality businesses actually benefit from harsh economic conditions in terms of (long-term) shareholder value;
  • We provided an example of a company that we own to illustrate how.
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Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited
China & JapanEquity Bottom-UpThematic (Sector/Industry)
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