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Entries Tagged as 'BZUN'

SHU Portfolio: Baozun Can Afford To Invest In Its Future

May 27th, 2018 · Comments Off on SHU Portfolio: Baozun Can Afford To Invest In Its Future

Investors seem to worry that management’s intention to invest more will come at the expense of margins and profits. The growth of the company and the higher margins, which are the result of the change in business model, allow the company to invest and still expand margins. Q1 results demonstrated that once again and the […]

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Tags: BZUN · SHU Portfolio

Are Investors Excessively Punishing Companies That Invest In Growth At The Expense Of Margins?

April 25th, 2018 · Comments Off on Are Investors Excessively Punishing Companies That Invest In Growth At The Expense Of Margins?

While not a systematic inquiry, we nevertheless spot quite a few companies whose shares get punished for investing when that results in some margin decline. With investment the cost gets in front of the benefits, so this will produce situations in which time will rectify the problem. This is especially the case with companies with […]

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Tags: BZUN · GOOG · JD · SKX

If We Had To Buy One Stock Right Now, It Would Be Baozun

April 9th, 2018 · Comments Off on If We Had To Buy One Stock Right Now, It Would Be Baozun

The company produced excellent Q4 results that took the market by surprise. But even after a substantial rally, the shares are still very reasonably priced. The company has a substantial growth path ahead of it, and while it is already profitable, one uncertainty remains whether the margin expansion will continue this year. Source: If We […]

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Tags: BZUN