A hidden gem
I thought this was a great write-up with a good balance between explaining the business dynamics and capital allocation. A welcome update to our VIC write-up a long time ago!
Just saw this post recently (have not yet come across this stock) and I linked to it in my links post for today: Emerging Market Links + The Week Ahead (June 24, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-june-24-2024
I thought this was a great write-up with a good balance between explaining the business dynamics and capital allocation. A welcome update to our VIC write-up a long time ago!
Just saw this post recently (have not yet come across this stock) and I linked to it in my links post for today: Emerging Market Links + The Week Ahead (June 24, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-june-24-2024