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
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 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.
865 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 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.
1.2k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
1k Views
Taste Gourmet (8371 HK): Resilient H1 FY25: Cash Now 35% of Market Cap
We summarize Taste Gourmet's H1 FY25 results and the company's prospects. Trading at 5.2x FY25 PE, with 35% of the market cap in cash and a>10%...
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