Wall Wall

other on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Wall Wall, every show

WCM invested in Wolwo Pharma, a high-margin Chinese dust mite monopoly.
“We're investors in a company that, believe it or not, makes dust mites. So if you have an allergy, what do you do is that, you know, if you want to, you can take a drop of basically pulverized dust mites on your tongue, and over time, your immune system will g…”
Mike Tian Sep 6, 2021 ▶ 41:37 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)

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