Micro Caps in 10 minutes #9
is there a link to your writeup/thesis on pax?
Hi Mike, I haven't made a writeup, but can recommend this one by user Pyramids and pagodas:
https://www.pyramidsandpagodas.com/p/pax-global-0327hk-an-undervalued?utm_source=substack&utm_campaign=post_embed&utm_medium=web
Thanks for reading!
Dani
Thanks, it's quite a large position for you!
It is indeed, most of the risk with this company at current valuation I would say is China, so I have all my "China risk" allocated to it.
is there a link to your writeup/thesis on pax?
Hi Mike, I haven't made a writeup, but can recommend this one by user Pyramids and pagodas:
https://www.pyramidsandpagodas.com/p/pax-global-0327hk-an-undervalued?utm_source=substack&utm_campaign=post_embed&utm_medium=web
Thanks for reading!
Dani
Thanks, it's quite a large position for you!
It is indeed, most of the risk with this company at current valuation I would say is China, so I have all my "China risk" allocated to it.