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Investment into a long paying royalty asset that pays and pays for the next 25 years and possibly more...
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From "state asset cloud" to centralized pharmaceutical procurement
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Revenue growth, Higher Dividend, Share Buyback, Spinoff
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When ARPU is rising and cost is pretty much cap
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ATE, FAS, MDI and WAS
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From frequent to infrequent, from quantity to quality
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The enterprising and the conservative investor framework
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Variant Perception and Sizing vs Variance and Returns
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If the demand comes and the supply remains low...
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Trading Diary: Most of the Chinese stocks are trading at a low. We are guessing that there would be bargains over there. The most obvious trade would b…
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The shrinking cruise liner with more holes...
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Demerger to growth in Asia and Africa
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