Quicky on Fire Rock Hold. (1909 HK) – interesting year end ahead!

I recently (March 2020 😀 ) run a stock screener on high returns on equity or RoE (and some other metrics: net cash, P/E, yield it was, I believe) and ended up with a list of a few hundred company names. I quickly read through the first about one hundred names and noted ten stock tickers to take a further look. Frome these ten, I already knew four ticker symbols.

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We all look for quality businesses … at the same crowded places. I placed a bet on Qualitás elsewhere.

We are all looking for high quality businesses. Mostly this high quality is apparent (to everyone) only when the price has reached levels from where it is very much fun to look backwards. Many investors find high quality businesses within the ranks of well known companies and better known stocks (and ticker symbols). Maybe I have found something off the beaten path in less crowded markets …

Continue reading “We all look for quality businesses … at the same crowded places. I placed a bet on Qualitás elsewhere.”