One foot hurdle
DabaoIt is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | 1foothurdle.substack.com |
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6807 :TW a true one foot hurdle with a good catalyst
Disclaimer(Mr. Michael Fritzell kindly let me use his):
1475:HK Reputable consumer staple brand with huge TAM trading at EV/EBIT under 8
Disclaimer(Mr. Michael Fritzell kindly let me use his):
1527:TW Power tool manufacturer, profitable since 98 trading at EV/FCF 3.3 with a 5.85% dividend yield
Disclaimer(Mr. Michael Fritzell kindly let me use his):
6192:TW a distributor of process control components benefiting from big infrastructure spend
Disclaimer(Mr. Michael Fritzell kindly let me use his):
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