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Special Situation Portfolio #2: Wellcall
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Special Situation Portfolio #2: Wellcall

A high quality niche manufacturer...

OngWeeHiang's avatar
OngWeeHiang
Oct 03, 2020
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Special Situation Portfolio #2: Wellcall
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Our thesis for manufacturer has always been similar.

They should occupy a niche within their customers’ manufacturing process. The manufactured product accounts for a small portion of a large and expensive system. The product is a critical part of the whole expensive system. The system would usually fail when this single manufactured product fails and t…

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