Ideas in Emerging Markets

Lam Soon Hong Kong

Oct 14, 2021

Wide Moat Growth at a (very) Reasonable price

1 Comment

Aug 14, 2023Author

well, inflation killed this thesis. luckily I changed my mind and got out with the inflation scare as updated in this thread.

https://twitter.com/ReturnsJourney/status/1498775036102164484

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