Deep Fundamental Research

Hi there,

I’m Patrick Zhou, an equity analyst with over 6 years of experience. I’m a value investor focused on identifying high-quality businesses and long-term compounders at attractive valuations. I conduct deep fundamental research (hence the name of the publication!) for each investment, aiming to uncover insights and perspectives that go beyond market consensus.

My target is to publish ~15 deep dives every year.

To date, published stock ideas include:

New Oriential Education (NYSE: EDU)

L'Occitane (973.HK)

Stell International (1836.HK)

Hawkins (Nasdaq: HWKN)

And an industry premier on:

Global optical module market

Cheers,

Patrick