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In today’s edition I’ll do a brief company presentation, market observation and the reasons to why I’ve initiated a position in Grodno SA. This article may contain factual errors and this article is not investment advice of any kind.
#### The Market Opportunity
Farmaè stands as the leading online retailer of Non-prescription Pharmaceuticals (OTC) and Beauty & Personal Care (BPC) in Italy. First half of 2020, Farmaè managed to grow active customers +117%, site visits +103% and orders 82.3% outperfo...
Lvji Technology is the largest Intelligent Online Tour Guide provider in China with a market share of 86.2%. Lvji deploy software via cloud to provide online tour guides with proprietary contents: hand-drawn and interactive maps, real-time ...
The writers behind this newsletter.
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