Best World

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Photos from Convention


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Photos from the Convention


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China Dream:
BWL China Revenue Targets = 100% growth yearly over the next 10 years
2016 = RMB 500 m
2017 = RMB 1,000 m
2018 = RMB 2,000 m
2019 = RMB 4,000 m
2020 = RMB 8,000 m
2021 = RMB 10,000 m +

[Image: 13350441_1718292318419021_5372754365402824451_o.jpg]
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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This is going to be a super growth stock in the making.
Management seems to be doing and executing the right things.
Looking forward to their 2Q results which I believe will lead to another round of stock upgrade from analysts again.
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looks like the spruikers are here and in force.

value investors here, growth stocks with "SEXY STORIES" should be better discussed on other forums...

caveat emptor
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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(03-06-2016, 10:40 AM)BlueKelah Wrote: looks like the spruikers are here and in force.

value investors here, growth stocks with "SEXY STORIES" should be better discussed on other forums...

caveat emptor

Hi mate,

Are you suggesting there is “no value” in growth stock with “sexy stories” ?
_______________________________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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One take-away from my understanding with direct-sell model, is high scalability, in both way. The sales growth, is highly depended by regulation and event, in both positive and negative ways.

10 billion RMB sales, is more than US$1.5 billion. Nu Skin's Greater China sales in 2015, was less than US$0.8 billion. Nu Skin sales has been declined from US$1.4 billion in 2013, due to negative events in China.

(not vested, optimistic but not on the sustaining high growth projection)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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100% growth in the next 1 to 2 years, maybe. However, later years will be a big challenge when the base is larger.
Of course, I hope they can do it but reminding myself that growth can come to an abrupt stop or decline when there are challenges in the business.

(vested)
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Quote from 1992 Berkshire Hathaway Letters:

But how, you will ask, does one decide what's "attractive"?  
In answering this question, most analysts feel they must choose
between two approaches customarily thought to be in opposition:  
"value" and "growth."  Indeed, many investment professionals see
any mixing of the two terms as a form of intellectual cross-
dressing.

    We view that as fuzzy thinking (in which, it must be
confessed, I myself engaged some years ago).  In our opinion, the
two approaches are joined at the hip:  Growth is always a component
in the calculation of value
, constituting a variable whose
importance can range from negligible to enormous and whose impact
can be negative as well as positive.


In BWL case, seems like its growth component is simply having an enormous bearing on its market price.
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(03-06-2016, 11:58 AM)MOV Wrote: Quote from 1992 Berkshire Hathaway Letters:

But how, you will ask, does one decide what's "attractive"?  
In answering this question, most analysts feel they must choose
between two approaches customarily thought to be in opposition:  
"value" and "growth."  Indeed, many investment professionals see
any mixing of the two terms as a form of intellectual cross-
dressing.

    We view that as fuzzy thinking (in which, it must be
confessed, I myself engaged some years ago).  In our opinion, the
two approaches are joined at the hip:  Growth is always a component
in the calculation of value
, constituting a variable whose
importance can range from negligible to enormous and whose impact
can be negative as well as positive.


In BWL case, seems like its growth component is simply having an enormous bearing on its market price.

Hi MOV,

Your comment: “In BWL case, seems like its growth component is simply having an enormous bearing on its market price.”
 
How do you justify your comment quantitatively?
 
What do you equate “enormous” with?
 
High forward PE ratio of 20, 30, 40 or 50? 
 
Or high PEG ratio of 5 or 10?
_____________________________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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