Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

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Perfect Medical Health / Equity Bottom-Up

<ul class="">
<li>No company is perfect from an investing perspective, with Perfect Shape being no exception;</li>
<li>Meanwhile, there is a lot that long-term, quality-focused investors like us can like about the stock;</li>
<li>In particular, skillful capital allocation, promising growth prospects, a track record of outperforming competitors, and an attractive valuation can together lead to a long-term alpha opportunity with a margin of safety.</li>
</ul>


No company is perfect from an investing perspective, with Perfect Shape being no exception;
Meanwhile, there is a lot that long-term, quality-focused investors like us can like about the stock;
In particular, skillful capital allocation, promising growth prospects, a track record of outperforming competitors, and an attractive valuation can together lead to a long-term alpha opportunity with a margin of safety.


Perfect Shape Is Not Perfect But Here Is What We Like About It