Transaction log

  • Oct 23, 2024 - Bought 1,000 @ HKD 15.28 (1.06% wtg, coffee can)

Li Ning

Location: Beijing, China

 

Estimated fair value history

  • Jun-25 - HKD 33 (5.0% MFCF yield)

Profile

Industry: Leisure

Sector: Consumer discretionary

Theme: Emerging markets consumer

5-Year shareholder growth: +30.3%/year

Estimated fair value: HKD 33

Valuation assumption: 5.0% MFCF yield

Insider ownership: 10.8%

History
Nike: Just avoid it
Nike: Just avoid it

Nike’s stock is trading 65% off its Covid peak. Still no bargain.

Buying Hurricane Helene victim Ingles Markets
Buying Hurricane Helene victim Ingles Markets

200-store grocery chain Ingles Markets was right in the path of Helene, the deadliest inland hurricane in US history. Time to give it some love. [trades]

ANTA Sports reports 1H results, announces $1.3 billion buyback
ANTA Sports reports 1H results, announces $1.3 billion buyback

ANTA Sports: solid results, $1.3B buyback, bright future, cheap stock...