ROE The Boat

ROE The Boat

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A Flowing Royalty

Australian microcap with irreplaceable physical assets
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A Hidden Champion in South Korea
Dominant in their niche, high insider ownership, PE 6, PB 0.7, dividend.
May 8 • ROE The Boat and Jon Kingston
5 Dirt Cheap Korean Small Caps
Decent companies at absurdly cheap prices 🇰🇷
May 4 • ROE The Boat and Jon Kingston
Scarce Luxury Made In Italy
High returns on capital, high insider ownership, cheap valuation.
Apr 25 • ROE The Boat and Jon Kingston
Literal Cash Machines (Another Cheap UK Small Cap) 💸
Share buybacks, large growing dividend, 25% operating margins, 34% ROCE, P/E 8.
Mar 6 • ROE The Boat and Jon Kingston
Quality Asset Light Compounder
Recurring Revenue, 60% Operating Margins, 60% ROCE, PE 12.
Feb 21 • ROE The Boat and Jon Kingston
Pirate Pension Fund +26% For 2025
Process, Risk, Performance, Top 10 Holdings, Big dividend-yields-on-cost...
Jan 9 • ROE The Boat and Jon Kingston
UK Small Cap (prime real estate worth more than the market cap)
Growing dividends, share buy backs, 70-100% upside to fair value.
Dec 11, 2025 • ROE The Boat and Jon Kingston
2 Dirt Cheap HK Stocks
With big chunky dividends.
Nov 13, 2025 • ROE The Boat and Jon Kingston
The Family Business
Family public companies (a list of 183 stocks)
Nov 1, 2025 • ROE The Boat and Jon Kingston
ROE The Boat
ROE The Boat
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