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image Why does Windmill Capital hold high P/E stocks? 
Reading Time: 5 minutes
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. 
image smallcase in Focus: June 2023
Reading Time: 4 minutes
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. 
image Do dividends affect stock returns?
Reading Time: 5 minutes
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?