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
I came across Zero to One (Vietnamese version) thanks to my delay habit of reading. Knew this book so far since it get bangerz from tech startup community not only in Sillicon Valley but also famous in Vietnam. But up to now, I read it as fun (though I have owned it since its initial… Continue reading Short Notes on Zero to One – Peter Thiel
This is a quick view of Vincom Retail (VRE) I got through reading its prospectus. Now it has market cap total ~3,4 billion dollar – among the top blue chips in Vietnam. In my view, if you look at the current and next 5-10 years of investing into Vietnam, you need to understand how commercial… Continue reading Vincom Retail (VRE) At Glance
Read this one on InvestorAlmanac and I decide to post the direct content from the link: https://www.kempen.com/en/news-and-knowledge/dividend-letter-2017-october It crashed on my mind like what I’ve learned from Warren Buffett his idea on investing into commodity-like businesses and as I have written it in a note (you can find it here(1) and here(2)). What I realize is when think of… Continue reading Moats in Commodity-Like Businesses