2021 Super #13 - China Shineway Pharmaceutical

More forced Scaled Economics Shared

Dec 03, 2021

∙ Paid

Since arriving on the concept of "Forced" Scaled Economics Shared (FSES), I have been searching for Chinese companies which happen to exhibit the same characteristics.

Weighted

"Forced" Scaled Economics Shared

The rage last year in the investing world is to read Nick Sleep’s annual investment letter. I had spend a couple of days poring over the letters and I could only hope that my thinking/writing could be a clear as his. One of the most recurrent investment theme he had was that company that has Scale Economics Shared (SES) had done very well by sharing the…

3 years ago · Ong Wee Hiang

Just a recap, on Scaled Economics Shared (SES), it meant that as the company make more profit, instead of keeping the profit for themselves the company shared it with their customers. Thi…

Weighted Capital

2021 Super #13 - China Shineway Pharmaceutical

More forced Scaled Economics Shared

This post is for paid subscribers