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This site shares fundamental research, combining rigorous analysis with an adaptive approach to assess mispricings and spot high-quality opportunities.

 

Each blog post presents The 3 Main Reasons behind a high-conviction idea and includes a downloadable full analysis for deeper insight.

Explore the most recent posts and full research notes below.

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by Jean-Louis Hua

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Disclaimer: The information provided on this website is for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security. The author is not a licensed financial advisor and all views expressed are personal opinions, which may change without notice. Please conduct your own research or consult a qualified financial advisor before making any investment decisions. The author may hold positions in the securities discussed.

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