bearish

Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat

283 Views18 Nov 2020 11:05
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving and fiercely-competitive market.
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Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited
China & JapanEquity Bottom-UpThematic (Sector/Industry)
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