Alex’s Investment Memo

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Samsonite (1910 HK)- another homecoming queen
a systemetical way to profit from the US-China decoupling!
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Alex Feng
6

November 2023

August 2023

SN posted Q2 results and it was well received by the market
SN's just announced its Q2 results. Extremely strong: sales +22%, adj. EBITDA +40%, adj. net income +40%. FY23 guidance: sales +10-12%, adj. EBI…
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Alex Feng
1
Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader
a newly spin-off that overlooked by the market with a potential 50-130% upside!
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Alex Feng
11

December 2022

Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside
Summary Marlowe Plc is LSE AIM listed UK compliance company. It’s building a one-stop compliance service platform through buy-and-build strategy. It…
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Alex Feng
8

October 2022

Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!
Dear readers, This is my first memo on Substack. I feel mostly grateful to have you as my readers. Please allow me to have a brief intro of myself…
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Alex Feng
2
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This is Alex’s Investment Memo, a newsletter about Stock investment thesis.
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Alex Feng
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