Urbem Capital
Contributor since: 2017
Company: Urbem media (HK) limited
Intuitive Surgical: The Wide-Moat Growth Story Appears Promising But Overloved
Chemed: 2 Boring Cash Cows Make A Great Company
SEI Investments: A Wonderful Business At An Attractive Price
Games Workshop: A Niche-Market Creator, Protector, And Grower
Our Recent GARP Findings In The U.K.
Antitrust Cases: Another Source Of Moaty Businesses
Tractor Supply Co.: Surviving And Thriving In Today's Competitive Retail Space
Paychex: The Cash Cow And The Cash Calf
British Hidden Gems: Search For The Next Multi-Baggers
Estee Lauder: A Secular Bet On Emerging Markets
Wingstop: Promising But Not Convincing Enough
3 Foreign Companies To Tap Into China's Consumption Upgrade Trend
Installed Base: A Solid Moat For Technology-Driven Businesses
Graco: A Wide-Moat Hidden Gem
FactSet: Attractive Business Model But Unattractive Price
Our Investment Strategy With Cyclical Stocks
The Ultimate Source Of Alpha: Intangible Assets
Waters Corp.: A Unique Healthcare Bet
Equity Valuation From A Bond Perspective: 5 Picks With Attractive FCF Yields
NIC Inc.: Building Digital Toll Bridges In The Cloud
5 High-Quality Dividend Contenders From Overseas To Diversify Your Dividend Growth Portfolio
SimCorp: A Non-Cyclical Secular Growth Play In The Asset Management Space
Equity Investors Should Never Invest For Income
Online Classifieds: A Simple, Moaty, And Scalable Business Model In The Internet Space
Tencent Is My Top Chinese Stock Pick, But With Some Concerns
Century-Old Consumer Brands: A Great Resource To Find Moaty Businesses
Hargreaves Lansdown: My Top Financial Services Pick
Not All Earnings Are Created Equal
Pandora A/S: A Turnaround Bet With A Favorable Risk/Reward Profile
5 SHEconomy Picks Earning Top Quality Scores
Armanino Foods Of Distinction: An Underdiscovered Business Of Distinction
Sectors On My Blacklist: Rationales And Alternatives (If Any)