Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 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...
689 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...
474 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
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
599 Views
Dickson Concepts 113 HK: Straight From The Ben Graham Stable, >40% Discount to NCAV
Dickson Concepts Intl (113 HK), an HK distributor of luxury goods, is a classic example of a Graham net-net with a >40% discount to NCAV (Net...
712 Views