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...
798 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...
648 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...
1.2k 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....
806 Views
Keepers Holdings Concall Highlights: Soft Q3 2023, Build Up to Seasonally High Q4
Keepers Holdings trades at 8.2x/7x FY23e/24e with a 5.4%/6.3% dividend yield; we like the name, although the company needs to address a few short...
566 Views