2021 Super #13 - China Shineway Pharmaceutical

More forced Scaled Economics Shared

Dec 3, 2021

∙ Paid

Since arriving on the concept of "Forced" Scaled Economics Shared (FSES), I have been searching for Chinese companies which happen to exhibit the same characteristics.

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"Forced" Scaled Economics Shared

The rage last year in the investing world is to read Nick Sleep’s annual investment letter. I had spend a couple of days poring over the letters and I could only hope that my thinking/writing could be a clear as his. One of the most recurrent investment theme he had was that company that has Scale Economics Shared (SES) had done very well by sharing the…

2 years ago · Ong Wee Hiang

Just a recap, on Scaled Economics Shared (SES), it meant that as the company make more profit, instead of keeping the profit for themselves the company shared it with their customers. Thi…

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2021 Super #13 - China Shineway Pharmaceutical

More forced Scaled Economics Shared

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