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...
665 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...
483 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...
1.1k Views
Water Oasis ( 1161 HK ) FY23 Results: Resilient Set Up For a >10% Yield in FY24
We summarise the FY23 results for Water Oasis, trading at 7x FY24 PE with 28% of the market capitalization in cash and a dividend yield of over 10%.
502 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....
703 Views