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
Philippines Exchange (PSE PM): Deep Value Exchange With Growth Option Embedded
Exchanges are monopolies. PSE PM is no exception. Trading at 18x with more than 50% of its market cap in cash/real estate and 6% dividend yield,...
807 Views
Shortlist of High Conviction Philippines Equity Ideas - June 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
170 Views
Shortlist of High Conviction Philippines Equity Ideas - May 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
143 Views