R.E.S.-ilience in Value Creation 《竹经：经商经世离不得立根创新》
May 28, 2014 Leave a comment
May 23, 2014 7:39 pm
How Pfizer snatched defeat from victory
By Andrew Ward
It was a warm and sunny spring day in the craggy archipelago that guards the entrance to Gothenburg harbour but when Leif Johansson woke up at his island home on Saturday, April 26 with the weekend ahead of him, any hopes of relaxation were extinguished by an email waiting in his inbox. Read more of this post
Filed under Macro Trends
May 28, 2014 Leave a comment
Last updated: May 23, 2014 10:44 pm
Amazon escalates battle with publishers
By Barney Jopson in Washington and Emily Steel in New York
Amazon is fuelling anguish about its growing dominance in the book industry by making it harder for customers to buy the books of a publisher it is battling with over pricing. Read more of this post
Filed under TMT Trends
May 28, 2014 Leave a comment
May 23, 2014 4:52 pm
HSBC shareholders revolt on pay
By Sharlene Goff, Retail Banking Correspondent
More than a fifth of shareholders’ votes were cast against HSBC’s three-year pay policy in the latest sign of investor unrest during a stormy season of annual meetings. Read more of this post
Filed under Macro 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。
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