Topics covered: Valuation in China, Understanding the Downside, Investing in Small Caps, Investing in Asia, Identifying Temporary Underperformance, High-Quality, High-Conviction Positions, Growth at a Reasonable Price, Bottom-Up Investment Approach
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), XPO Logistics, Inc. (NYSE:XPO), United Rentals, Inc. (NYSE:URI), Netflix, Inc. (NASDAQ:NFLX), Tidewater Inc. (NYSE:TDW), Potlatch Corporation (NASDAQ:PCH), NetScout Systems, Inc. (NASDAQ:NTCT), Danaher Corporation (NYSE:DHR), Bank of Hawaii Corporation (NYSE:BOH), Affymetrix, Inc. (NASDAQ:AFFX), Radiant Logistics, Inc. (AMEX:RLGT), Illumina, Inc. (NASDAQ:ILMN), Walter Investment Management Corp. (NYSE:WAC), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS)
