Growth story faded... Nevertheless, it has a super strong balance sheet.
No longer mentioned as case study of multi-bagger value investing at free preview seminar
Look at the correlation between the macros and the upper middle class products they are selling. OSIM sells lifestyle products which has gone out of fashion. Need to find their mojo again to stay ahead of the curve.
Growth story faded...
ReplyDeleteNevertheless, it has a super strong balance sheet.
No longer mentioned as case study of multi-bagger value investing at free preview seminar
DeleteLook at the correlation between the macros and the upper middle class products they are selling. OSIM sells lifestyle products which has gone out of fashion. Need to find their mojo again to stay ahead of the curve.
ReplyDelete