Dream International (Dream) is a HK-listed producer of plush and plastic toys with factories in Vietnam and China. Dream has grown its revenues from 1 billion HKD in 2009 to 3.5 Billion in 2018 (13.3% 10y CAGR, 21% 5y CAGR) while maintaining Gross Margins of around 25%. Return on Net…
Month: August 2019
Because emotions in investing can sometimes run wild, it is crucial to have a framework that guides investment decisions. My investing framework is derived from Warren Buffett’s reply to a question received during one of his shareholder meetings. (Link at the bottom of the post) Stocks are not pieces of…