Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
1.2k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
807 Views
Shortlist of High Conviction Philippines Equity Ideas
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
694 Views
Ginebra San Miguel (GSMI PM): Gleanings From The Last 12 Years of Annual Reports and Q1 2024 Bonanza
We summarize Ginebra San Miguel's (GSMI PM) Annual report (FY23) and Q1 FY24 results. The company trades at 7x PE with 32% of the market cap in...
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