Asia Value & Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders). Those who believe that the pendulum will move in one direction forever or reside at an extreme forever eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
The recent stock market crash could see the relative under-performance of Asia vis-a-vis the US in the past decade reverse. Asia Value & Moat Stocks is a research service for value investors seeking value stocks listed in Hong Kong (exposure to China) and Southeast Asia, such as deep value balance sheet bargains (assets at a discount) and wide moat stocks (earnings power at a discount).