Investment into a long paying royalty asset that pays and pays for the next 25 years and possibly more...
From "state asset cloud" to centralized pharmaceutical procurement
Revenue growth, Higher Dividend, Share Buyback, Spinoff
When ARPU is rising and cost is pretty much cap
ATE, FAS, MDI and WAS
From frequent to infrequent, from quantity to quality
The enterprising and the conservative investor framework
Variant Perception and Sizing vs Variance and Returns
If the demand comes and the supply remains low...
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…
The shrinking cruise liner with more holes...
Demerger to growth in Asia and Africa