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Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK (podcast #258)
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Yet Another Value Podcast

Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK (podcast #258)

Jul 29, 2024
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Yet Another Value Blog
Yet Another Value Blog
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK (podcast #258)
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Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company.


This episode is sponsored by our friends at YCharts, the ultimate platform you need in your toolkit for turning your financial insights into captivating client conversations.

With YCharts, each output is a powerful visual that brings your analyses to life and intuitively explains the “why” behind your strategy. Don’t get bogged down in the nitty-gritty of data and report creation — with features like PDF Reports, proposal generation, fundamental charts, and free content resources, YCharts gives you the visual edge you need to make a lasting impression and seal the deal. Click here to start your free YCharts trial and level up your game with YCharts.


Please follow the podcast on Spotify, iTunes, or most other podcast players, as well as on YouTube if you prefer video! And please be sure to rate / review the podcast if you enjoy it, or share it with someone else who would enjoy it (more listeners is a critical part of the flywheel that keeps this Substack and podcast going!).

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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.

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