Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Steven CHEN is a quality-first, business-perspective investor.

Steven can be reached at schen@urbem.cn or steven@hillsidewealth.ca.

Quality-first, Business-perspective Strategy

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<ul>
<li>Enterprise software is a field filled with high-quality businesses, and Pro Medicus is one of them;</li>
<li>The company successfully transformed itself into a leading niche software provider with a well-moated, highly-predictable business model along with a multi-cylinder growth engine;</li>
<li>Despite the superior fundamentals of the business, I think I will pass at the current price level. </li>
</ul>


Enterprise software is a field filled with high-quality businesses, and Pro Medicus is one of them;
The company successfully transformed itself into a leading niche software provider with a well-moated, highly-predictable business model along with a multi-cylinder growth engine;
Despite the superior fundamentals of the business, I think I will pass at the current price level. 


Pro Medicus Ltd

Pro Medicus: Unfortunately Too Expensive