- Clinica Baviera (link)
- 財報非英文, 無法閱讀
- Explosifs et produits chimiques (link)
- 不熟悉的產業, 多看多了解
- Quartix (link)
- 同場加映 from symmetry (link)
- 與其他car tracking service無本質上的差異, 導致churn rate持續上升 and avg. price持續下滑 => 相同原因, 一樣不看好Karooooo
- Allterco (link)
- 驚人預估未來成長率, 但未來真有這麼樂觀?! 後續須觀察發展狀況
- estimated 2022 earning/EV = 4.1%
- FC from operation跟earning有一段落差
- Logistek (link) (link) (link)
- SFS (link)
- Alluvial Q4 letter (link)
- P10 Inc. (現已改名為px)
- https://www.valueinvestorsclub.com/idea/P10_HOLDINGS_INC/2866340908#description
- https://www.valueinvestorsclub.com/idea/P10_Holdings/5205481640#description
- https://nocalledstrikes.com/2022/01/31/the-p10-alternative/
- https://nocalledstrikes.com/2023/04/24/p10-update-still-growing-and-buying-back-stock/
- https://www.yetanothervalueblog.com/p/dave-waters-from-alluvial-capital?sd=pf
- Operating margin = 2.6%, 這個長期不會改變
- 內部持有很多, interest alignment
- Fitlife brand
- estimated 2022 FCF/EV = 7.6%. How about future growth rate?
- Annual report 2022 of the sub-advisor LMN Capital GmbH (link)
- About you
- EQS Group
- Mediqon
- StoneCo
- Mercadolibre
- Hybrid asset allocation (link)
- Bireme's lessons from pandemic (link)
- Fukuda Denshi is quite cheap compared with its major competitor (link)
看過去5-8年ROE是否穩定 配得出現金 (低盈再率+高配息) 產業地位不變 (產品不變+高市占/會變+多角化) 公司要夠大 (常利大於5億元，上市櫃滿2年) 老闆要有誠信 (董監持股至少10%) 僅供參考
留言