I invest in companies that I understand, earn high returns on capital, demonstrate a durable competitive advantage, have competent managers at the helm, and are trading at a fair price. I post every trade here. Follow me. CPA, Seekingalpha author.
We focus on the Consumer and Retail Sectors, surveying public companies listed on major Stock Exchanges and private sector. These companies have a large market share and exposure in China, and demonstrated growth in Greater China ( China, Hong Kong )