2015 Ivey Value Investing Classes Guest Speaker: Richard H. Lawrence Jr.

Ivey Business School’s Value Investing Classes of 2015 welcomed Richard H. Lawrence Jr. as a Guest Speaker. Mr. Lawrence is the Chairman and Executive Director of Overlook Investments in Hong Kong.
PowerPoint Presentation: www.ivey.uwo.ca/cmsmedia/3775...
Our Guest Speakers are an integral part of our Value Investing education. This education sets out to promote the Ben Graham Centre for Value Investing, value investing and the work we all do at Ivey Business School and particularly, in the Value Investing program.
More information regarding our Value Investing Class Guest Speakers:
www.ivey.uwo.ca/bengrahaminve...
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The Ben Graham Centre for Value Investing
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[@tokhmi2006]

Excellent, excellent, excellent talk.

[@richardburns8973]

I wonder if the company is still in HK

[@loveanimals-0197]

12:20 - How exactly do you calculate "Cash Gross Profit Margin"?
Gross Profit Margin can be calculated using (Revenue - COGS)/Revenue.
So Cash Gross Profit Margin is (Cash and cash equivalents)/Revenue? Or am I wrong?

[@brad198521]

Cash gross profit margin: (Revenue - COGS + Depreciation) / Revenue

[@QQQQQman]

A bit misleading - not a standard IFRS nor even GAAP term. Never heard of "cash gross profit" margin. Adding back depreciation expense is a bit silly. So many variables as to how to calc dep. Depends.
Keep it out, manage it separately.

[@jimjackson4256]

The advice from his dad is actually from Will Rogers .Click.