Cyclicality at PC Partner (1263 HK)

Sales, margins and returns on capital recently skyrocketed …

Food for Thought #44 // Links🔗

This time the most interesting content I stumbled over includes: forecasting growth, Multibaggers, SBER, Bayer, Ping An, John Menzies, Thungela, Bolloré, Prosus/Naspers/Tencent, …

Food for Thought #43 // Links🔗

This time the most interesting content I stumbled over includes: dangerous feelings, uranium, energy, oil/gas, chips/semiconductors (IMEC), UMG, Chinese banks,

Food for Thought #26 // Links🔗

This time the most interesting content I stumbled over includes: valuation, Tinkoff, Sberbank, chips, …