Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
860 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
960 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
777 Views
Primer: Ginebra San Miguel (GSMI PM) - Apr 2026
Dominant Market Leader with Iconic Brand: Ginebra San Miguel (GSMI) is the world's largest gin producer by volume and the undisputed market...
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Ginebra San Miguel (GSMI PM) Q3 2025: Steady 19% Growth, Market Leader At <10x PE, With A >35% ROCE
Ginebra San Miguel (GSMI PM) delivered another steady quarter, with ~19% profit growth. Trading at <10x PE, with 21% of market cap in cash, 35%...
869 Views