Skip to content

SmallCaps.co.za

Small Companies, Big Investments

Menu
  • About
  • Newsletter & Research
  • Small Caps & Other Stocks
  • General
  • Blue Gem Research
  • Twitter
  • Email
  • Portfolio
Menu

Tag: costs

What Astoria’s Discount Should Be

Posted on 26/08/202026/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on April 5, 2016 Investment holding (IH) companies insert an extra layer of cost between the underlying assets and the ultimate investor. In theory, this layer of cost includes management which allocate capital like a fund manager, thus generating alpha with the IH company’s capital. The reality, though, is neither the structure…

Sign-up

Want research in your inbox? Sign up here!

RSS Research Reports

  • Renergen – FY 22 Results – Token Update
  • Trellidor Door Holdings – H1:22 – Series of Unfortunate Events
  • Renergen – Government Investor Highlights Virginia’s Value
  • Sabvest Capital – FY 21 – Great Performance with More to Come
  • Metrofile Holdings – Tough Period but Digital is Growing

Recent Posts

  • Pick of the Education Stocks
  • Obvious Value in Grindrod
  • Sabvest Capital Keeps Delivering
Tweets by keithmclachlan

Tag Cloud

alignment of interest analysis analyst buy-side discount domestic downside education equity fundamental analysis fundamentals global growth holdco ifrs incentive invest investing investing theory investment investment theory jse learn learning management master drilling master drilling group mine mining offshore pennystock returns risk risks sell-side short small cap small caps south africa stock stocks theory upside valuation value
©2022 SmallCaps.co.za | Built using WordPress and Responsive Blogily theme by Superb