
Long-term investor focused on quality businesses with strong cash flow, solid balance sheets, and high returns on capital. I look for companies with durable moats, capable management, and smart capital allocation.
No link addedCFMoto is starting to look like more than a low-cost Chinese maker, with growing brand recognition helped by racing wins and new vehicles gaining traction overseas. The bigger question is whether it can keep taking share from well-known rivals while handling the usual bumps in global expansion.Read more