Quick thought on Krka (Rus/Ukr)

Feeling some indirect Rus/Ukr pain.

Food for Thought #27 // Links🔗

This time the most interesting content and Food for Thought I stumbled over includes: CD Prodject, key lessons on value and growth demagogues, ROIC, GME, Haier,

The world needs cheap high-quality generics. And investments! Hidden growing Krka might do …

I instantly liked the company’s fundamentals, and its foreign ‘hidden’ character. It seems to fly very much under the radar when international investors are concerned. I generally believe this to be a real advantage and can be a strong investor’s edge.

Looking at the company more closely, I liked the vertically integrated business model. But I had to be careful, since I bought into a competitor some years ago. And that investment turned out …

Advertisement