Having sold off one of my biggest holding of a Big Idea (Big Idea 5 - HongKong Land), I started search for the next possible Big Idea.
Firstly, I was looking at Courts Asia. But before I could make a decision, Nojima made a general offer. Damn!
Then along came Avi-Tech Electronics Limited (Avi-Tech). To be honest, I first came across this company when it passes Ultimate Scorecard in January.
Portion of Avi-Tech Ultimate Scorecard in Jan 2019.I was surprised to see this new entry in my Ultimate Scorecard. This new company excites me in view that it was able to generate Free Cash Flow constantly for the last few years and the cash profit margin has been...