Mark Lin

Mark Lin

asiavalue

Mark is a private value investor and is the author of CheapskateInvesting.com website which uses a systematic quantitative screening approach to filter the global stock markets for cheap cigar-butts and wide-moat compounders.

Recent articles

These Restaurants Are Leading the Digital Revolution

E-commerce is nothing new in today’s retail environment, but it still remains a small proportion of sales for many businesses. The picture for certain restaurants is slightly different. Online ordering is increasingly becoming the dominant sales channel for pizzas while technology is also playing a bigger part in both ordering and payment for other operators.





This DVD Rental Company Is Worth Investing In

Many investors have missed profitable investment opportunities simply because they called the death of an industry way too early. Kiosk DVD rental could be one of them, as it is well-positioned to gain market share from other forms of physical distribution.



How These Companies Profit From Varying Customer Price-Sensitivity

Many investors invest in companies with little pricing power and find that their companies’ share prices fall in tandem with profit margins. They need to understand that pricing power is a function of customer price-sensitivity, which is in turn influenced by the price of the product and how much it is as a part the customer’s budget.


Winners and Losers in the Green Mountain-Coca-Cola Partnership

If you are a soda drinker unable to decide between healthier homemade sodas and your favorite off-the-shelf Coke, the upcoming Keurig Cold at-home beverage maker might be your savior. While this is positive for consumers, the impact for sellers of soda-makers and sodas isn't straightforward.



These Movie Theater Groups Will Survive the Next Decade

It’s worth taking notes from Darwin’s theory of evolution, when one is considering the fate of a movie industry disrupted by technology and changes in consumer preferences. As long as cinema operators evolve and adapt to changes, they have a good chance of survival.




Why Technology Won’t Kill These Weight Management Companies

Free weight loss apps are not much different from treadmills that collect dust at home. Weight management companies should remain in business as long as people lack motivation and commitment to lose weight on their own.

The Winners and Losers in China’s Home-Appliance Market

Companies should emphasize profitability rather than size and global reach. Expansion into the fastest-growing markets is not necessarily a good decision, considering the dismal fortunes of many Western home-appliance makers in China.



Why Small Is the New Big for This Organic Food Retailer

The story of David and Goliath has important lessons for investors, as it shows how size (or the lack thereof) can be used intelligently as a competitive advantage against bigger-sized rivals. One such David in the organic food retail space is The Fresh Market.


This Food Distributor Is a Good Company in a Bad Industry

A good company in a bad industry is almost always a better investment than an inferior company in an attractive business. Sysco has successfully met the challenges of the food-distribution industry because of its superior business strategies.


These Flavor Suppliers Boast Strong Pricing Power

With rising input costs such as labor and commodities, investors are best advised to invest in companies with strong pricing power. Examples include global suppliers of flavors and fragrances.