A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.
It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns?
Rebalancing helps investors stay true to the original idea of the smallcase. If you skip the update, the composition & returns for your smallcase may vary from the original.
We will use this blog post to discuss changes made in fee-based model smallcases.
Why does Windmill Capital hold high P/E stocks?
