The 7 Moats of Quality Companies

Competition, Moat, Strategy

Why is the reason that some companies can grow their business at a high return for decades while others failed to do so or falter after a few years of outstanding growth? What separates them? Is it because of the management? Or is it something else? More importantly, what is the commonalities amongst these high […]

March 5, 2019

Karex – Where Value Comes From

Strategy, Valuation

Karex is the largest condom contract manufacturer producing over 5 billion condoms annually to global brands like Durex, Ansell, government, and health organizations. While most of their earnings come from contract manufacturing (OEM) market, Karex’s also sells their own condom brands under Carex and INNO via OBM (original brand manufacturing) market. Karex named ‘Expansion of […]

June 19, 2017

When Do You Sell?

Selling, Strategy

PDF: *** When do you sell will depends on your investment strategy and previously, I wrote about how to create strategy here when discussing position sizing. The strategy that you choose will determine how you pick and what you buy, which in turn decides how you allocate your capital and ultimately, when do you sell […]

May 8, 2017