Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides
In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...
156 Views
Watches of Switzerland (WOSG LN: Rolex-Anchored Compounder Scaling in the US At 8.2x EV-EBITDA
The UK's largest luxury watch retailer and Rolex's key UK/US partner, compounding revenue double digits as the US scales past half of sales, at 7x...
132 Views
Perfect Medical: Post Card From HK, Yield of 11.5%
We provide an update on Perfect Medical (1830 HK). The stock trades at 9.3x FY24 PE/11.5% yield (assuming a 110% payout) with a growth option once...
815 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