URBEM PARTNERSHIP

Quality-focused | Long-term Horizon | Global Perspective

邮箱 Email: info@urbem.cn
电话 Tel: 001 (215) 948-2267

• The Ground Zero 

• The Power of Doing Nothing 

• Is the Dividend Really a Significant Source of Equity Return? 

• One Simple Metric to Uncover the Horsepower of Compounders 

• Cash Is King 

• A Quick and Dirty Approach to Valuing a Business 

• Invest in Exclusivity for Unfair Advantages 

• Reputation: A Valuable Intangible Asset in the Mission-critical Space 

• One Simple Metric to Gauge Management’s Capital Allocation Skill 

• Price Autocrats: A Source of Moats 

• Research and Development: A Twofer to Widen Moat and Fuel Growth 

• The Common Traits Among High-quality Consumer Businesses 

• The White Space: A Source of Organic Growth 

• Investing Is Both a Science and an Art 

• The Power of Being Boring 

• Why Investing in Stocks for Income Is a Lousy Bet 

• Not All Growth Is Created Equal 

• Three Types of Savings Accounts 

• Why Every Intelligent Investor Should Applaud the Selloff 

• You Can't Make a Good Deal With a Bad Person 

• Look for Products That Travel Well 

• Find Your 'Secretariat' in the Stock Market 

• Why Recession Is a Good Thing to Some Businesses 

• The Sectors We Try to Avoid and Why 

• The Founder Advantage 

• Century-Old Brands: Betting on Long-Lived Assets 

• Family-Owned Business: A Source of Alpha  

• Investors Do Not Have to Make Tough Calls 

• Spinoffs: A Good Place to Discover Long-Term Value 

• Customer-Winning Products: The Core Path to Long-Lasting Prosperity 

• Antitrust Case: A Rational Source of Moats  

• What Could Be Better Than Using Others’ Money for Free to Grow Your Business 

• Verbification: A Testimony for a Moat 

• Warren Buffett’s 20-Slot Rule  

• A Pick and Shovel Strategy to Avoid Competition and Speculation 

• The 'Toll-Bridge' Business: Products With Few Substitutes 

• The Groucho Marx Club of Investments  

• Secular Growth: The Ultimate Reinvestment Opportunity 

• Investors Should Bet on Things That Rarely Change 

• Bond Proxies: Playing Defense for Alpha 

• A Backtest Approach: Do Wall Street Analysts Add Value? 

我们使用自有模型，精选且超长线投资全球优质公司。

We leverage our proprietary model to uncover the best businesses globally,
and invest in their equities for the long run.