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Why do you like Haier D shares, Dan Rupp of Parkway Capital?
Jun 28, 2024
Dan Rupp, a first-time guest from Parkway Capital, dives deep into investment strategies in Asia, focusing on the unique potential the region offers amidst current market pessimism. He discusses the strategic importance of Hong Kong and the Philippines, highlighting their undervalued opportunities. Rupp contrasts active versus passive investing and unveils Haier's competitive strengths in the white goods market. His journey from corporate finance to launching a fund is an inspiring tale, filled with insights into maintaining a resilient portfolio in volatile conditions.
53:04
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Quick takeaways
- Investing in undervalued Asian markets, particularly Hong Kong, is viewed as a promising opportunity for contrarian investors willing to take calculated risks.
- A robust portfolio construction strategy in Asia entails blending growth, defensive stocks, and value opportunities to navigate market fluctuations effectively.
Deep dives
Evaluating Investment Risks
Investing in companies at varying price-to-earnings ratios is discussed, particularly contrasting the risk of buying a well-loved American company like Costco at 50 times earnings versus a similar business in the Philippines at eight times earnings. The assertion is made that despite the popularity of Costco, the higher multiple indicates a greater investment risk. Cycles within market dynamics suggest there are optimal times to invest, especially during challenging periods. This perspective encourages investors to approach market fluctuations with the mindset of identifying favorable opportunities rather than succumbing to fear.
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