Sometimes I have found some companies are very attractive to invest thanks to (1) favorable business conditions; (2) enforced competitive advantages and (3) attractive prices. The sadness is they lack of international standard regard corporate governance. For some, they haven’t had independent board member(s). Some have made use of loopholes regard low standards in corporate governance… Continue reading Listing Offshore: A way to prove Vietnam companies worthy to invest
This below reading is a superfine cut to me. Some of readers into this blog ask me sometimes why I don’t stick to write on my own way. As I consider myself on the way of learning (yes, life long learning for sure), I’ve met a lot of wisdoms and superteachers who are so kind… Continue reading Tom Russo on Business Culture, Management, Brand Moat, Valuation & Investment Mistakes
This post is the mashup after reading two of most beloved books this year so far to me (the best is Antifragile by Nassim Nicholas Taleb since I consider it as my contemplation upcoming years in life, business and investing.) I tell myself always: “T, you need to be independent. You must be both a… Continue reading A More Beautiful Question: How Real Estate Developers Think
I by accident discovered a very clear way for any initial research/coverage on Food & Beverage (F&B) sector, regard: What drivers are shepherding this industry? What qualitative & quantitative factors should we care if intending to invest into any F&B business? and How to valuate a F&B business? You can read it full here: https://www.mergersandinquisitions.com/food-beverage-investment-banking/ Since… Continue reading What should we look for when investing in Food & Beverage (F&B) sector?
This is my recent reading regard Vietnam equitization wave prompting much during this year 2017 and for the next couple of years I guess, which its title is Behind the new equitization wave in Vietnam. According to the author’s article which I did strongly agree on State-Owned Enterprises (SOEs) privatization/equitization and why they must be a… Continue reading Hanoi Toserco (TSJ): Notes on First Glimpse