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
Keepers Holdings Q1 FY24 Concall: Solid Results 7.2x PE FY24e, 6.5% Yield and Mid Teens CAGR Growth
We summarize our gleanings from the conference call of Keepers Holdings for Q1 FY24. Trading at 7.2x FY24e PE, net cash, and a 6.5% dividend yield...
493 Views
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