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Kingfisher (KGF.L): +102% From a Home Improvement Retailer Nobody Wanted inFiled under: TVISIL Case Studies | Strategy: High Dividend Yield 2020

In 2020, nobody wanted to own retail stocks. Lockdowns had shut physical stores. E-commerce was supposedly going to destroy every bricks-and-mortar retailer. Kingfisher – the owner of B&Q in the UK and Castorama and Brico Depot across Europe – was being priced as if the home improvement business was structurally finished. TVISIL’s high-dividend yield screen […]

Kingfisher (KGF.L): +102% From a Home Improvement Retailer Nobody Wanted inFiled under: TVISIL Case Studies | Strategy: High Dividend Yield 2020 Read More »

Shoe Zone (SHOE.L): +105% From the UK’s Most Unfashionable RetailerFiled under: TVISIL Case Studies | Strategy: High Dividend Yield + Cheap Earnings

Shoe Zone sells budget footwear. It operates in market towns and secondary retail locations across the UK. It is not glamorous, it is not growing fast, and it does not appear in investment bank research notes. It is exactly the kind of company TVISIL looks for. When pandemic panic crushed Shoe Zone’s share price in

Shoe Zone (SHOE.L): +105% From the UK’s Most Unfashionable RetailerFiled under: TVISIL Case Studies | Strategy: High Dividend Yield + Cheap Earnings Read More »

Playmates Toys (0869.HK): +108% From a Hong Kong Net-Net That Graham Would Have Loved. Filed under: TVISIL Case Studies | Strategy: Cheap Assets / Net-Net

Benjamin Graham described net-net investing as buying dollar bills for fifty cents. Playmates Toys was almost exactly that. Playmates Toys (SEHK: 0869) is a Hong Kong-listed toy company known internationally for its licensing relationships with major entertainment franchises. When TVISIL’s cheap-asset screen flagged it, the stock was trading at a meaningful discount to its net

Playmates Toys (0869.HK): +108% From a Hong Kong Net-Net That Graham Would Have Loved. Filed under: TVISIL Case Studies | Strategy: Cheap Assets / Net-Net Read More »

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