Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Latest
Interview with Raghav Kapoor at Smartkarma
I had the pleasure of speaking with Raghav ("Raj") Kapoor, the founder and CEO of the independent research platform Smartkarma. Here are the highlights of our discussion: 1. Brief introduction to Raj and what he's doing at Smartkarma (1:00) 2. Where Raj is spending most
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield