Michael Zhang Of Peach Creek Capital: This Mid-Cap Stock With 80% Market share Is Nearly Immune To Competition And Has 100X Upside

Michael Zhang, spoke at Sohn Hong Kong 2024, pitching an industrial-technology company which has a strong competitive advantage, fair valuation and massive upside. Michael is the founding partner and CIO of Peach Creek Capital. At Peach Creek, he leads a team that employs a fundamental, research-intensive investment approach, focusing on global cyclical sectors. The team aims to identify market valuation dislocations and the underlying value of businesses to generate uncorrelated alpha for investors.

Before founding Peach Creek, Michael was a Portfolio Manager at Viking Global, covering cyclical sectors like semiconductors, Asia industrials, and consumer discretionary. He also worked at Bain Capital and Bain & Company, bringing a wealth of experience to his current role. Michael holds an MBA from the Wharton School of Business and a BS from the Hong Kong University of Science and Technology.

At the Sohn Hong Kong 2024 conference, Michael Zhang, representing Peach Creek Capital Management, delivered a compelling analysis of a $2.5 billion market cap company. Zhang highlighted the company's robust market position and the intricate engineering behind its flagship product: the reduction gear.