Publications

Asia Value & Moat Stocks

Asia Value & Moat Stocks is a research service for value investors seeking value stocks listed in Hong Kong and Southeast Asia. It covers deep value stocks trading below net cash, net-nets, low P/B stocks, sum-of-the-parts discounts. In addition, this service covers “Magic Formula” stocks, wide moat compounders, hidden champions, and high-quality businesses. It provides a detailed report on the stock and evaluates the company along the dimensions of cheapness, safety, and quality.

ASIA VALUE & MOAT STOCKS MEMBERSHIP FEATURES:

  • Monthly top idea write-up of most attractive investment opportunity among Asia/U.S. deep-value & wide-moat stocks
  • Access to idea profiles and watchlists of Asian deep-value & wide-moat stocks
  • 360-degree idea generation via screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs, forums
  • List of stocks flagging potential value traps with corporate governance issues and earnings manipulation risks