Keepers Holdings Solid Q2 2025: Multiple Catalysts Lined Up
We summarize the Q2FY25 results/concall of Keepers Holdings (KEEPR PM), an imported liquor distributor in the Philippines >70% market share,...
426 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - July 2025
We compile our selection of small and mid-cap names with the desired characteristics of high dividend yields, value, and a margin of safety, along...
1.3k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - June 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.
1.2k Views
Shortlist of High Conviction Philippines Equity Ideas - May 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.
478 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 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.
1.1k Views