DGS: Great Companies, Wrong Price

Core Insights - The article emphasizes the potential of dividend stocks beyond large, established companies in the U.S. or Europe, highlighting the value-oriented investment approach of seeking undervalued companies with strong fundamentals [1] Group 1: Investment Philosophy - The investor, Philipp, has nearly 20 years of experience and adopts a global perspective in identifying investment opportunities [1] - Philipp focuses on companies with a solid earnings track record that are trading at less than 8 times free cash flow, indicating a preference for significant margin of safety [1] Group 2: Investment Strategy - The strategy involves not limiting investments to specific sectors or countries, but rather concentrating on companies that are well understood and assessed for future growth potential [1] - The approach aims to uncover attractive dividend yields and returns by identifying undervalued companies [1]