Jason Quan

Alex Feng and Jason Quan from Rome Capital Limited dive into the intriguing world of Samsonite, a giant in the luggage industry. They explore why Samsonite's valuation is considered a bargain and discuss the brand's strong market positioning and pricing power. Insights on the importance of warranties and how they foster customer loyalty are shared. They also touch on competitive advantages and the challenges posed by new entrants. Lastly, they consider the potential benefits of dual listings and buybacks as strategies for value enhancement.