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2nd level thinker
A BLOG ABOUT SMART INVESTING AND ROAD TO MULTIBAGGERS
The nost important thing: second level thinking - Howard Marks
Q3 results Hyfusin Group Holdings Ltd 凱富善集團 (8512.hk)
Excellent results as initially expected from the profit alert Revenue +57% yoy Gross profit +97% yoy EBIT +220% yoy
lu-ch2
Nov 6, 2020
1 min read
Update Q3 results Hyfusin Group Holdings Ltd 凱富善集團 (8512.hk)
The company issued a positive profit alert regarding the Q3 results. Based on the preliminary accounting information, the Group expects...
lu-ch2
Oct 28, 2020
1 min read
New memo from Howard Marks: time to get more defensive!
With the market back at the pre-pandemic levels, Marks concludes that "everything appears to be fairly priced relative to everything...
lu-ch2
Oct 14, 2020
2 min read
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