My recent post on Ping An ended up being easily the most viewed in 18 months of writing this blog. The huge advantage being that I received a lot of quality feedback and have spent much further time mulling the company. So today I will briefly highlight some of what I have learned and outline my current thinking with regard to asset/Evergrande risk, competition and valuation.
Following Up Ping An
Following Up Ping An
Following Up Ping An
My recent post on Ping An ended up being easily the most viewed in 18 months of writing this blog. The huge advantage being that I received a lot of quality feedback and have spent much further time mulling the company. So today I will briefly highlight some of what I have learned and outline my current thinking with regard to asset/Evergrande risk, competition and valuation.