Tiger Thesis
@TigerThesis
I write about Asian equities…
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first time seeing Soros commenting on Buffett and Value Investing. interesting!
Druckenmiller talking about Suharto and the Indonesian Rupiah
@aktieblogg, Gustav, this big news for ULTJ, once the acquisition is done, this would make ULTJ’s market share so massive…
Ultrajaya = 34% market share
Frishian Flag = 16%
both of them combined would mean a market share of 50%.
considering milk consumption in Indonesia is still low by FAO’s standards, this makes ULTJ all the more interesting now…
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