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Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital

Compounders Podcast

CHAPTER

Investment Insights: Navigating Asia's Opportunities

This chapter explores the investment strategy centered around Hire, a leading Chinese appliance manufacturer, emphasizing its growth in the competitive white goods sector. It highlights Hire's acquisitions, including GE, and examines investment potential in undervalued Asian companies, particularly in China, amidst market skepticism. The chapter concludes with reflections on maintaining a consistent investment philosophy focused on long-term growth and stability.

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