Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 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...
889 Views
Sitoy (1023 HK) Disappointing H1 FY24, 6x PE, 67% of Mkt Cap in Cash,~9% Div Yield: Good Trade
We summarize the H1 FY24 earnings for Sitoy 1023 HK, a deep-value stock with 67% of the market cap in cash and property value equal to 100% of the...
498 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety and list...
741 Views
23 Dividend Yielding Small/Mid Caps - Report Card for 2023
We compile a report card for dividend-yielding mid-caps that filter out favorable characteristics of having net cash, decent ROEs, growth, etc. We...
1.3k Views
Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety....
899 Views