R.E.S.-ilience in Value Creation 《竹经：经商经世离不得立根创新》
April 12, 2014 Leave a comment
How Talking To Management Can Sometimes Backfire
by VW StaffMarch 28, 2014, 4:00 pm
An integral part of most institutional investors’ analysis involves meeting with management to gain deeper insight into a company’s strategy and prospects. Read more of this post
Filed under Investing Process
April 12, 2014 Leave a comment
Goodbye to pesky online authentication certificates
Gov’t gets out its deregulation scissors
Mar 28,2014
BY Lee ho-jeong [ojlee82@joongang.co.kr]
As early as June, authentication certificates will no longer be required for online purchases made locally or from overseas.
Currently, all Internet purchases in excess of 300,000 won ($280) require authentication certificates uploaded from Microsoft’s ActiveX. Read more of this post
Filed under Macro Trends, TMT Trends
H.E.R.O. stands for “Honorable. Exponential. Resilient. Organization.” and is operationalized into a unique, systematic 4-step investment process to identify the winners. The investment objective seeks to capture long-term investment returns created by disruptive forces and innovation by focusing on high-quality and liquid listed equities in the Asia-Pacific region that ride on and benefit from them. Through our cross-sector and in-depth fundamental research process, the Fund aim to provide access to companies whom we believe are run by high-integrity, honorable and far-sighted owner-operators with a higher sense of purpose in solving High-Value Problems for their target customers and society, and have unique, scalable and wide-moat business models with sustainable competitive advantages and innovative products, services, and processes to create, expand and service their total addressable market, including the resiliency and balance sheet strength to maintain or grow profitability, pricing power and market positions through up/downturns in the economy.
咬定青山不放松，立根原在破岩中。 千磨万击还坚劲，任尔东西南北风。
Bamboo Innovator