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    John Chen

    Research Analyst at Brereton Value Capital

    John Chen is a Research Analyst at Brereton Value Capital, specializing in investment research and financial analysis with deep experience in evaluating corporate strategy for financial institutions and asset management firms. He has covered companies related to bank acquisitions and strategic capital allocation, notably requesting detailed analyses supporting acquisition over share repurchase strategies. Chen joined Brereton Value Capital in the early 2020s, leveraging prior experience in financial consulting and institutional asset management. His professional credentials include regulatory securities licenses and involvement in comprehensive financial due diligence, although specific licenses are not disclosed here.

    John Chen's questions to MIL leadership

    John Chen's questions to MIL leadership • Q2 2015

    Question

    John Chen from Brereton Value Capital asked for the analysis supporting the bank acquisition over a share buyback, sought clarification on how to assess the company's true earning power, and inquired about the composition of 'equity method investments' on the balance sheet.

    Answer

    CEO Gerardo Cortina and CFO Sam Morrow justified prioritizing the bank acquisition by emphasizing the long-term goal of improving profit margins through new trade finance services, which requires capital. They advised focusing on net income and return on equity over cash flow for performance assessment. CEO Cortina then detailed the equity method investments, which include stakes in the Pea Ridge mine, Chinese eye care clinics, and a quartz quarry in Spain.

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