Anthony Yiu's thought process in making investment decisions.
CFA charterholder driven by a lifelong passion for investing. 'Recital' is where my rigorous analysis explores value in resilient and often-misunderstood sectors. Here, I look for the stories behind the numbers.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.
Institutional-grade research, at retail prices.
Independent, value-oriented research โ I write about stocks across China and global markets.