Skip to content

SmallCaps.co.za

Small Companies, Big Investments

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

Tag: rolfes

Sabvest: Unique Opportunity

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on August 21, 2018 What makes for a good investment? Simple: (1) Quality underlying, (2) Growth / yield / return, & (3) Underpaying for all this. What makes a good investment fit into a diversified portfolio? Simple: (4) Being as little correlated to existing investments as possible. What makes all of…

RSS Research Reports

  • Trellidor – Initiation of Coverage – Compounder with Yield & Tailwinds
  • Sabvest Capital – Initiation of Coverage – Superb Capital Allocator at Unjustified Discount
  • Renergen – Initiation of Coverage – Lighter-than-Air Falling to the Bottom-Line
  • ARB Holdings – H1:21 – Emerged Stronger
  • ARB Holdings – FY 20 – Battening Down the Hatches

Sign-up

Sign up for SmallCaps.co.za Newsletter here...

Recent Posts

  • Profiting Off Delistings
  • How is South Africa Doing (right now)?
  • Distell: Quietly Winning
Tweets by keithmclachlan

Tag Cloud

accounting alignment of interest analysis analyst buy-side domestic downside education equity executive fundamental analysis fundamentals growth ifrs incentive invest investing investing theory investment investment theory jse learn learning lessons management mine mining offshore pennystock ratio returns risk risks sell-side short small cap small caps south africa stock stockpicking stocks theory upside valuation value
©2021 SmallCaps.co.za | Built using WordPress and Responsive Blogily theme by Superb