In short: A newer top-10 holding in the China sleeve, owned on the same simple screen: still founder-run, very obviously a wide moat, attractive valuation, at least 10% expected earnings growth plus 5%+ capital returns.
1:06:20I think all those companies very obviously have wide moats, and I'm looking for attractive valuations, and that's the reason above any other why I feel confident investing in China today, is that it's still a market which is very much out of favor, and you can get very obviously good companies growing nicely at incredibly attractive valuations.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.