Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Equity Bottom-Up

<a href="https://contrariancashflows.wordpress.com/?action=user_content_redirect&amp;uuid=b9d6b85eead2a0f9c2ede952a68dfbfa1e7125b28d596bf8024bf64d3d5363df&amp;blog_id=225373572&amp;post_id=1127&amp;user_id=249346012&amp;subs_id=717993283&amp;signature=070d5a6abf846d78c0c5b7e390c20772&amp;email_name=new-post&amp;user_email=researchfeed@smartkarma.com&amp;encoded_url=aHR0cHM6Ly9jb250cmFyaWFuY2FzaGZsb3dzLmNvbS8yMDI0LzA1LzAyL3BvcnRmb2xpby11cGRhdGUtYXByaWwtMjAyNC8" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://contrariancashflows.wordpress.com?action%3Duser_content_redirect%26uuid%3Db9d6b85eead2a0f9c2ede952a68dfbfa1e7125b28d596bf8024bf64d3d5363df%26blog_id%3D225373572%26post_id%3D1127%26user_id%3D249346012%26subs_id%3D717993283%26signature%3D070d5a6abf846d78c0c5b7e390c20772%26email_name%3Dnew-post%26user_email%3Dresearchfeed@smartkarma.com%26encoded_url%3DaHR0cHM6Ly9jb250cmFyaWFuY2FzaGZsb3dzLmNvbS8yMDI0LzA1LzAyL3BvcnRmb2xpby11cGRhdGUtYXByaWwtMjAyNC8&amp;source=gmail&amp;ust=1732602041885000&amp;usg=AOvVaw3s5M-gMrxmMEla_9Rq6gpx" rel="noopener">In one of my articles</a> published earlier this year, I explored three key advantages that investors can use to outperform the market.
While the first two—better information and superior analysis—tend to favor institutional investors, even they often struggle to maintain these edges over extended periods. The third edge, however, is behavior.
Unlike the others, this is an advantage that individual investors can cultivate and sustain over time, as human behavior has remained fundamentally unchanged since the Stone Age.

In one of my articles published earlier this year, I explored three key advantages that investors can use to outperform the market.
While the first two—better information and superior analysis—tend to favor institutional investors, even they often struggle to maintain these edges over extended periods. The third edge, however, is behavior.
Unlike the others, this is an advantage that individual investors can cultivate and sustain over time, as human behavior has remained fundamentally unchanged since the Stone Age.

Mears Group: A Highly Predictable Property Services Company with a Double-Digit Earnings Yield

United Kingdom

Mears Group PLC is a social housing repairs and maintenance service provider to Local Authorities and Registered Social Landlords in the UK. The Company also operates in the UK Local Authorities' outsourced care market, providing personal care services to people in their own homes. Mears employs 15,000 people and provides services to more than 10% of the UK social housing stock.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Mears Group PLC (MER LN)

Mears Group: A Highly Predictable Property Services Company with a Double-Digit Earnings Yield

In one of my articles published earlier this year, I explored three key advantages that investors can use to outperform the market. While the first...

Contrarian Cashflows

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)