I recently asked my Twitter followers what funds might be worth tracking here in Asia and received many suggestions. Since then, I have tried to identify what stocks each of these funds own. While mutual funds disclose their holdings, hedge funds rarely do. Luckily, in Japan and Hong Kong funds have to disclose any stake that exceeds 5% of shares outstanding. Large hedge funds registered with the US SEC are also required to file 13F filings where they disclose key positions such as their Chinese ADRs.
SnR is like Costco, but Costco is way way wayyy ahead of it. The customer centricity and lowering of prices as much as possible for customer delight is not the same. Food costs in store are consistent. It's not a bad franchise though.
SnR is like Costco, but Costco is way way wayyy ahead of it. The customer centricity and lowering of prices as much as possible for customer delight is not the same. Food costs in store are consistent. It's not a bad franchise though.
Speaking from experience, I am a filipino.
Thanks for the great read!