Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2025
We compile our selection of small and mid-cap names, focusing on those with the desired characteristics of high dividend yields, value, and a...
754 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 - 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.
992 Views
Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
600 Views
Plover Bay 1523 HK: Parsing the Profit Alert, And A Few Updates
We parse Plover Bay's profit alert (1523 HK), which exceeded our expectations, and summarize our recent management visit to Hong Kong.
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