I am not familiar with these names; I’ll have a look.
New ideas are definitely welcome. Feel free to share them either in the comments section or the Substack chat. It would be great if you could also include a one-sentence elevator pitch explaining why you find the ideas interesting.
Have you ever taken a look at $ZEPP (chinese market) or
LON:ASC (uk online retailer)
Also, as a reader if we come across interesting ideas/opportunities do you want us to drop them in the comment section?
I am not familiar with these names; I’ll have a look.
New ideas are definitely welcome. Feel free to share them either in the comments section or the Substack chat. It would be great if you could also include a one-sentence elevator pitch explaining why you find the ideas interesting.
Excellent update! PESI is my largest position, bought after your write up.