Posted by Dividend Titan | Sep 17, 2024 | Curated, Finance | 0 |
At a market cap of HK$25 billion, Samsonite is the world’s biggest luggage maker. According to Euromonitor, Samsonite, together with its sister brand, Tumi has around 20% market share in the luxury luggage market, with LVMH at 13% (including Rimowa). B…
Read MorePosted by Dividend Titan | Sep 16, 2024 | Curated, Finance | 0 |
I’ve invested for 14 years, worked as an analyst in banking, and I’ve met hundreds of managers all over the world, including South Africa, and companies from Europe. I’ve curated all sorts of businesses – the good, the lousy and the confusing. Sometime…
Read MorePosted by Dividend Titan | Aug 20, 2024 | Curated, Finance | 0 |
You’ll know Haidilao International (SEHK: 6862) is one of the fastest growing hotpot operators in China today. It’s founder, Mr. Zhang Yong launched Haidilao in Sichuan Province, China in 1994. Since then, it has opened around 1,600 restaurants in Grea…
Read MorePosted by Dividend Titan | Aug 20, 2024 | Curated, Finance | 0 |
You’ll know Haidilao International (SEHK: 6862) is one of the fastest growing hotpot operators in China today. It’s founder, Mr. Zhang Yong launched Haidilao in Sichuan Province, China in 1994. Since then, it has opened around 1,600 restaurants in Grea…
Read MorePosted by Dividend Titan | Aug 5, 2024 | Curated, Finance | 0 |
Readers often ask me: “Can you recommend resources on macro?” “How do you learn about market cycles?” Look, the fastest way to pick up macro and investing ideas is to hear what other people are saying, or writing. One simple way is to read Market Outlo…
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