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Investment into a long paying royalty asset that pays and pays for the next 25 years and possibly more...

3 hr ago

From "state asset cloud" to centralized pharmaceutical procurement

Sep 9

Revenue growth, Higher Dividend, Share Buyback, Spinoff

Aug 31

When ARPU is rising and cost is pretty much cap

Aug 25

ATE, FAS, MDI and WAS

Aug 23

From frequent to infrequent, from quantity to quality

Aug 23

The enterprising and the conservative investor framework

Aug 22

Variant Perception and Sizing vs Variance and Returns

Aug 15

If the demand comes and the supply remains low...

Aug 12

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…

Aug 9

The shrinking cruise liner with more holes...

Aug 7

Demerger to growth in Asia and Africa

Aug 4

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