Topics covered: Value Oriented Strategy, Value Investing, Longer-Term Investing, Investing in China, Investing in Asia, High-Quality Companies, Exposure to Emerging Markets, Equity Investing Strategies, Deep-Value, China's Domestic Markets, Bottom-Up Stock Selection, Asia Pacific Investment Theses
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Siemens AG (OTCMKTS:SIEGY), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Macy's Inc (NYSE:M), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ)
