The research analyst at Broken Moats is a value investor with 20 years of experience in investment banking, private equity and fund management. He grew up in mainland China, studied in England, then worked in Hong Kong for more than a decade before moving to London. The analyst is a native Mandarin speaker and can read Chinese sources. He now runs his own consulting and advisory business. Broken Moats focuses on i) companies with business in China, and ii) turnarounds, where temporary setbacks have been perceived by the market as permanent damage.
Analyst Disclosures: I have no shares, options or equivalent derivative positions in any of the companies mentioned, and have no plans to initiate such positions in the next 72 hours. I wrote this article myself, and my opinion is my own. I received no compensation for it (other than Seeking Alpha). I have no business relationship with the company whose shares are mentioned in this article.
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