Bailador describes itself as a growth technology company that's focused on the IT sector.

Some of the areas that it's looking at include software as a service (SaaS) and other subscription-based internet businesses, online marketplaces, software, e-commerce, high-value data, online education and tech-enabled services.

It has 11 different investments like Updoc, DASH, Access Telehealth, Expedition Software, Siteminder Ltd (ASX: SDR), PropHero, Rosterfy, Hapana, MOSH and Nosto.

Those businesses operate in areas like digital healthcare, hotel channel management and distribution solutions for online accommodation bookings, a booking software platform for tours and activities, property investment, volunteer management, fitness and wellness sector software and so on.

Strong growth

Bailador isn't just a tech company for the sake of it – these underlying businesses are growing at a strong rate.

In the FY26 half-year result, Bailador reported that 85% of its portfolio revenue is in high-quality recurring revenue, which shows the defensiveness and quality of the revenue generated by these businesses.

Excitingly, Bailador reported that its portfolio reported combined revenue of $673 million, with (portfolio-weighted) revenue growth of 42% over the last 12 months.

With its investments growing revenue by that much, the underlying businesses are rapidly increasing their underlying value and also helping improve their underlying margins because of the operating leverage of software (with typically high gross profit margins and relatively low variable costs).

Why this looks like a cheap ASX share

The business regularly tells investors how much it is worth with its net tangible assets (NTA).

At the end of February 2026, it had pre-tax NTA of $1.81 and post-tax NTA of $1.66. At the time of writing, Bailador's share price is valued at a 46% discount to the pre-tax NTA last month and a 41% discount to the post-tax NTA.

That's a big discount, though the underlying NTA has probably reduced in the last few weeks, but the discount is still probably in the 30s percentage range. This seems like a great time to buy considering how rapidly the businesses are growing.

Even if the Bailador share price doesn't recover to reflect its underlying value, it can provide investors with a very good level of dividend income for 'real' returns. Bailador noted in its recent February 2026 update that its grossed-up dividend yield was 9.2%, including franking credits.

I think this is a great time to invest in this cheap share for the long-term.

The post Here's one of my favourite cheap shares to consider buying today appeared first on The Motley Fool Australia.

Investments like cash, term deposits, bonds and residential property typically do not offer as large of a dividend yield as the ASX shares I'm highlight in this article.

While high yields can sometimes be riskier, I believe both of the below names can continue paying a large yield for the foreseeable future.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an ASX-listed company that invests in early-stage technology businesses that have global addressable markets and strong unit economics. Bailador also prefers to invest in companies that can generate recurring revenue.

The business likes to look in certain areas of the tech space such as software as a service (SaaS) and other subscription-based internet businesses, online marketplaces, e-commerce, high value data, online education and tech-enabled services.

Its investments are growing in size at a strong speed. In the FY26 first-half result, it revealed its portfolio businesses grew revenue by 42% year-over-year, with 85% of portfolio revenue in high-quality recurring revenue.

If its revenue continues growing at that speed, I'd expect the businesses to be worth substantially more in three to five years. It's a good idea to think about investing for the long-term because sometimes there can be volatility along the way.

In terms of the dividend, the high-yield ASX share just declined an interim dividend of 3.9 cents per share. If it were to declare the same level of dividend in another six months, that would be an annualised grossed-up dividend yield of 9.3%, including franking credits.

At the time of writing, it's trading at a 37% discount to its January 2026 pre-tax net tangible assets (NTA).

Charter Hall Long WALE REIT (ASX: CLW)

Real estate investment trusts (REITs) can provide a great level of passive income investors because they usually have a stronger rental yield than residential properties.

Additionally, this business aims to pay out all of its rental profit each year as a distribution, maximising the yield investors can get.

State and federal tenants are the biggest contributor of rental income, meaning that investors have very stable rent. Other tenants include Endeavour Group Ltd (ASX: EDV), Telstra Group Ltd (ASX: TLS), BP, Coles Group Ltd (ASX: COL), Metcash Ltd (ASX: MTS) and Westpac Banking Corp (ASX: WBC).

Not only are these blue-chip tenants, but they're also signed on for long-term contracts. It had a weighted average lease expiry (WALE) of 9.2 years at 31 December 2025. Its portfolio occupancy is virtually at 100%, meaning it's getting almost as much rental income as it can.

It's expecting to pay a distribution of 25.5 cents per security in FY26, which would be a distribution yield of 6.8%, at the time of writing. That's a great starting yield and I'm expecting further long-term growth as the high yield ASX share's rental income organically grows with contracted increases.

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There are plenty of appealing options that tell investors regularly about the net tangible assets (NTA) or net asset value (NAV) per share. Being able to buy at a large discount to that stated value can be a winning strategy, particularly if we believe that the NTA/NAV will grow in the coming years.

Below are two very compelling options, in my opinion.

Rural Funds Group (ASX: RFF)

The first business I want to talk about is a real estate investment trust (REIT) that owns a portfolio of farms across Australia, including cattle, vineyards, almonds, macadamias and cropping.

In the FY25 result, Rural Funds announced that its adjusted NAV was $3.08 at 30 June 2025. At the time of writing, that means it's trading at a discount of 34%. That's one of the largest discounts in the REIT sector.

The ASX dividend share is expecting to pay a distribution of 11.73 cents in FY26. At the time of writing, that translates into a distribution yield of 5.8%.

Rural Funds is benefiting from the organic rental growth the business has built into its contracts with high-quality tenants. Some of its contracts have annual increases linked to inflation while others have fixed annual increases, including market reviews.

As its rental earnings steadily increase, I'm expecting this to help fund larger distributions in the future.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is a leading technology investment company. It has invested in a number of small, private, promising tech businesses such as Updoc, DASH, Access Telehealth, Expedition Software, PropHer, Rosterfy and Hapana. It also has a stake in Siteminder Ltd (ASX: SDR) which has been a holding since it was a private business.

The ASX dividend share reported that its December 2025 pre-tax NTA was $1.95. At the time of writing, it's trading at a huge discount of 38%.

The businesses in its portfolio are growing revenue at a strong double-digit rate, which is helping drive their underlying value higher.

Bailador aims to find businesses that are founder-led, have proven business models with attractive unit economics, international revenue generation, have a huge market opportunity and have the ability to generate repeat revenue.

It aims to pay investors a dividend yield of 4% on the pre-tax NTA, excluding the franking credits. With the franking credits, that's a grossed-up dividend yield target of 5.7%.

But, Bailador trades at a big discount, so the grossed-up dividend yield is actually 9.2% (at the time of writing), including franking credits. That's a huge level of passive income for investors.

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I love how we can build a portfolio piece by piece and create a river of dividends. The investments I'm going highlight offer investors a good dividend yield and I'm confident they can grow their payouts over time.

Let's dive in with what I'd happily buy with $3,000.

Bailador Technology Investments Ltd (ASX: BTI)

I think the last 20 years have shown that technology is one of the best, if not the best, places to invest.

Software businesses are able to deliver great gross profit margins, strong bottom lines and they usually don't have any physical limitations of growth compared to others needing to increase production, open a new store or new warehouse to grow further.

Bailador is a company that invests in private technology businesses whilst they're still in a rapid growth phase. Its current portfolio includes businesses involved in digital healthcare, hotel management, financial advice and investment management, tours and activities, property investment, volunteer management, fitness and wellness, and so on.

The portfolio is growing at a rapid speed – Bailador's portfolio company revenue growth was 47% in FY25, which bodes well for increasing the underlying value of those businesses over time.

The ASX dividend share aims to pay investors a dividend yield of 4% relative to the pre-tax net tangible assets (NTA). But, due to the fact the Bailador share price is at a 36% discount (at the time of writing) to the NTA, it has a dividend yield of 6.3%, or 9% including franking credits.

Future Generation Australia Ltd (ASX: FGX)

This business is a listed investment company (LIC) that invests a portfolio of ASX share-focused funds from various fund managers who work for free so that Future Generation Australia can donate 1% of net assets to youth charities each year.

There are no management fees or performance fees. With the investment/accounting profits the ASX dividend share makes, it's paying a growing dividend that has grown every year for the past decade. Not many ASX businesses can claim to have done that.

This investment can provide Aussies with diversification thanks to the funds giving exposure to hundreds of underlying businesses.

Its latest announced dividends come to a grossed-up dividend yield of 7.7%.

WCM Quality Global Growth Fund (ASX: WCMQ)

This is an exchange-traded fund (ETF) targets a 5% dividend yield, balancing passive income and capital growth.

WCM is looking for global stocks it thinks have expanding competitive advantages (economic moats) and business cultures that help expand the competitive advantage.

With a portfolio of US and non-US shares, the fund is able to provide investors with pleasing exposure to a variety of opportunities around the world.

The strategy is clearly working because the fund has delivered average net returns of 15.9% per year since inception in August 2018. Past performance is not a guarantee of future returns, but I think it can continue to perform well. A rising net asset value (NAV) of the fund helps fund larger distributions.

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Businesses that trade at large discounts to their underlying value can provide a sizeable yield. The lower the price/earnings (P/E) ratio, the larger the dividend yield.

There are some very impressive dividend yields out there for investors to take advantage of. I'm going to talk about two with potentially large payouts.

Accent Group Ltd (ASX: AX1)

Accent is a significant retailer of footwear in Australia. It owns a number of brands including The Athlete's Foot, Nude Lucy, Stylerunner, Platypus and other brands. It also acts as a retailer of a number of global brands, including Vans, Hoka, Herschel, Skechers Ugg and others. Additionally, the ASX dividend share recently started opening Sports Direct stores Australia.

That agreement with Frasers to open Sports Direct stores locally has led to access to Frasers brands like Everlast, Karrimor, Lonsdale, Slazenger, as well as global brands like Nike, Adidas, Under Armour New Balance and Puma.

The company recently reported a trading update that showed total group owned sales were up 3.7% year-over-year, though the gross profit margin was down 1.6% year-over-year. FY26 full-year operating profit (EBIT) is expected to be in the range of between $85 million and $95 million, which sadly disappointed the market.

With the Accent share price down 60% in the last year, its dividend yield is still expected to be large, even if the payout projection has reduced. UBS forecasts that Accent could pay an annual dividend per share of 5 cents in FY26, translating into a grossed-up dividend yield of 7.6%, including franking credits.

UBS forecasts that Accent's annual dividend per share could steadily increase over the subsequent financial years. It's trading at 13x FY26's estimated earnings, with profit projected to rise from there.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an investment company that focuses on technology businesses which have compelling financials, strong growth potential, possible international revenue generation and the ability to generate repeat revenue.

This ASX dividend share is invested in software across a number of areas including hotel channel management and distribution for online bookings, financial advice and investment management, digital healthcare, tours and activities booking, volunteer management, AI-enabled property investment, fitness and wellness sector and more.

The businesses in the Bailador portfolio are growing at a rapid pace, with FY25 seeing a portfolio-weighted revenue growth rate of 47%. If the businesses continue growing at that sort of speed, the portfolio value could shoot higher in the coming years.

In a December update, Bailador reported that its Updoc value had increased by 20.5% and the PropHero value jumped 45.6%, taking the November 2025 pro-forma pre-tax net tangible assets (NTA) per share to $1.98. That means the Bailador share price is trading at a discount of close to 40%, which is huge.

Due to that massive discount, the potential annualised Bailador grossed-up dividend yield for FY26 is 9.25%, including franking credits.

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Certain businesses are able to produce very big dividend yields thanks to a mixture of a generous dividend payout ratios and low valuations. While consistent dividends aren't guaranteed, I think it looks like the following businesses can continue delivering large payouts.

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop is an underrated retailer, in my view. It wants to be the leader of male and female hair removal, selling products like electric shavers, clippers, trimmers and wet shave items. It also sells items from the oral care, hair care, massage, air treatment and beauty categories.

The ASX dividend stock has increased its payout in almost every year since 2017, aside from when it maintained the payout in 2024.

The Shaver Shop share price is trading at less than 13x FY25's earnings, with a current grossed-up dividend yield of 10.2%, including franking credits, at the time of writing. I think the company's moves to open more stores and grow its own brand called Transform-U will help its bottom line. I also believe the ASX dividend stock's margins could rise in the coming years thanks to bigger scale and more private brand and exclusive product sales.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an investment business that focuses on buying stakes in private technology businesses.

The company is invested across an array of software businesses including hotel management and room distribution, financial advice and investment management, digital healthcare and telehealth, tours and activities booking, volunteer management, AI-enabled property investment, and fitness and wellness.

Bailador looks for a number of characteristics with its targets, including being founder-led, having a proven business model with attractive unit economics, international revenue generation, having a huge market opportunity and the ability to generate repeat revenue.

It aims to provide investors with a dividend yield (excluding franking credits) of 4% of the net tangible assets (NTA). But, due to the fact that it's trading at a discount of around 40% to the November 2025 pro-forma NTA of $1.98, at the time of writing, it has a dividend yield of 6.6% or 9.4% including the franking credits.

Centuria Office REIT (ASX: COF)

The office sector has struggled over the last few years because of the impacts of working from home and higher interest rates. To me, it's not a surprise that the Centuria Office REIT unit price has dropped over 50% since September 2021.

However, I think there are signs that the business could be undervalued, while providing pleasing levels of passive income. For starters, it's trading at a discount of more than 30% to the stated NTA of $1.67 at 30 June 2025.

The ASX dividend stock's fund manager Belinda Cheung said in August:

COF continues to execute its strategy through active leasing as well as asset and capital management initiatives. Despite this, the office leasing momentum remains fragmented across Australian office markets and, accordingly, the FY26 FFO guidance range takes into consideration anticipated downtime and lease-up assumptions for existing vacancy and pending expiries across COF's portfolio.

Looking ahead, higher replacement costs and office withdrawals for alternate-use conversion is expected to stem future supply and reduce the market size to rebalance office markets, reducing future vacancy rates. COF's portfolio is well positioned to benefit from these future tailwinds.

It expects to pay a distribution of 10.1 cents per unit in FY26, translating into a potential distribution yield of 8.8%, at the time of writing.

Across the three businesses I've mentioned, they have an average yield of close to 9.5%. With investments totalling $3,500, that translates into annual passive income of $331, which is a rewarding starting point.

The post All it takes is $3,500 in these three ASX dividend stocks to help generate $331 in passive income in 2026 appeared first on The Motley Fool Australia.

When a cyclical business like a miner or retailer falls, it can be difficult to know when it's a good time to buy – I'd only want to invest when the share price seems to be at around the lowest point of an economic cycle. That should give investors a large margin of safety for good returns.

But, businesses that are consistently growing could be good buys today because it's clear the forward price/earnings (P/E) ratio has declined to a more appealing number.

The two businesses I'll highlight below are both trading at valuations that are far too cheap while delivering rapid underlying growth.

REA Group Ltd (ASX: REA)

REA Group is the owner of realestate.com.au, realcommercial.com.au, property.com.au, Mortgage Choice, PropTrack and other Australian-based property businesses. It also has investments in property-related businesses in India, the US and Canada.

As the chart below shows, the REA Group share price is down by almost 30% from August 2025.

I think this is a great opportunity to buy one of the best ASX shares that has built a very strong economic moat and a cash flow cow.

Its strong market position, with regular new features for property vendors, has allowed it to charge a sizeable amount to advertise a property on the portal.

The business has a clear advantage compared to its main rival. Realestate.com.au saw 147.9 million average monthly visits during the first quarter of FY26, 111.4 million more monthly visits on average than the nearest competitor.

That FY26 first quarter saw the business deliver 4% higher revenue, 5% higher operating profit (EBITDA) and 16% higher cash flow, despite there being an 8% decline in national buy listings.

With additional properties being built in Australia every year, REA Group's total addressable market is increasing and I think this ASX share is an effective way to profit from the residential sector without having to own a property.

Using the projections on CMC Markets, the REA Group share price is valued at 38x FY26's estimated earnings and less than 33x FY27's estimated earnings.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador describes itself as a growth capital fund that's "focused on the information technology sector which is actively managed by an experienced team with demonstrated sector experience."

The company provides exposure to a portfolio of IT companies with global addressable markets. These companies also have the ability to generate repeat revenue, have a proven business model with attractive unit economics, have international revenue generation potential and are founder-led.

Some of the areas that it looks to invest in are: software as a service (SaaS) and other subscription-based internet businesses, online marketplaces, software, e-commerce, high value data, online education and tech-enabled services.

Companies that it's invested in include Siteminder Ltd (ASX: SDR), DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero and Hapana.

In FY25, Bailador's companies delivered combined portfolio revenue of $592 million, with revenue growth of 47% over the prior 12 months. That's an excellent revenue growth rate, in my view, and should help push the underlying value of these businesses higher as they continue to grow.

It's trading at a large discount to its underlying value. Bailador said its pre-tax net tangible assets (NTA) – the portfolio value essentially – was $1.91 per share at November 2025. The Bailador share price is trading at a discount of close to 40%, at the time of writing, which is huge. The post-tax NTA discount is around 30%.

Considering the track record of Bailador and its underlying businesses, I think it's trading far too cheaply.

The post These 2 great ASX shares are bargain buys! appeared first on The Motley Fool Australia.

Share price growth is very useful but that doesn't allow us spend to money unless we sell those shares.

Some people may be counting on their ASX dividend shares to fund living expenses, so I view two of the ones I'll refer to as among the most reliable passive payers on the ASX. The last one is a higher-risk, higher-reward option.

APA Group (ASX: APA)

APA is one of the businesses with the longest dividend growth streaks on the ASX, having increased its payout every year for the last 20 years.

The business owns a portfolio of energy assets across the sector including gas pipelines, gas processing facilities, gas storage, gas-powered energy generation, solar farms, wind farms and electricity transmission.

Its steadily-rising payouts are funded from its growing cash flow as its portfolio of energy assets expands. It recently announced it's involved in the new Brigalow Peaking Power Plant in Queensland – it will own 80% of the project. APA is targeting 2028 as the year it will be operational, providing firming capacity for peak electricity demand periods, complementing variable renewable energy.

It's expecting to grow its FY26 distribution to 58 cents per security, translating into a forward distribution yield of 6.3%.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

Soul Patts is the ASX dividend share with the longest dividend growth streak, stretching back to 1998, meaning it has increased its annual dividend per share for 27 years in a row.

Its portfolio is invested across a number of areas including telecommunications, resources, swimming schools, industrial property, building products, agriculture, water rights, financial services and plenty of other areas.

The diversification, defensive assets and ongoing expansion of the portfolio have helped the business achieve reliable and ongoing cash flow with which to pay its dividends.

As the business with the most consistent dividend, I think it's a great fit for investors aiming for reliable passive income. I think Soul Patts is as about as reliable as it gets when it comes to Australian dividend payers.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an investment business that targets small technology businesses that are growing quickly. In other words, these are some of the most promising companies in Australia today.

In FY25 alone, Bailador reported that its portfolio companies' revenue grew by a (portfolio-weighted) 47%. These tech businesses are from areas like digital healthcare, volunteer management software, hotel management and online accommodation bookings, tours and activities booking software, and several others.

The ASX dividend share targets a dividend yield of 4% compared to the pre-tax net tangible assets (NTA). But, due to the huge discount the share price is trading compared to the NTA, it currently has a dividend yield of 6.6%. Including franking credits, that's a 9.4% dividend yield.

With the ongoing strong revenue growth and the pleasing profit margins, I'm expecting the NTA and dividend payouts can grow over time.

The post 3 top ASX dividend share buys for passive income in December appeared first on The Motley Fool Australia.

Businesses don't necessarily need to be trading at ultra-low price-earnings (P/E) ratios, or a big discount to their asset value, to be a good buy and deliver good returns.

The two ASX shares I'll highlight look like really good value, in my opinion. I think they're priced too cheaply.

Bailador Technology Investments Ltd (ASX: BTI)

I think this is one of the most underestimated businesses on the ASX. It's a company that invests in small, private technology companies that have a lot of growth potential.

Its portfolio includes DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, and Hapana.

Bailador looks for businesses with attractive unit economics, strong growth potential, the opportunity to deliver repeat revenue, the potential for international revenue generation, and that the investment is trading at an appealing value. In FY25, Bailador's portfolio of companies delivered revenue growth of 47%, which is a strong growth rate.

Why is it such a cheap ASX share? It reported it had a net tangible asset (NTA) per share of $1.94 pre-tax and $1.74 post-tax at 31 October 2025. It's trading at a 30% discount to the post-tax NTA, which is a huge discount in my books.

As a bonus, the company has a long-term track record of selling its positions for materially more than what its balance sheet/NTA has it listed at.

Even if that discount doesn't close, the business can reward investors with a sizeable dividend yield.

Accent Group Ltd (ASX: AX1)

Accent is a cheap ASX retail share that sells footwear through a number of businesses. It owns a few different brands, including The Athlete's Foot, Stylerunner, Platypus, Nude Lucy, and more.

The company also sells a variety of global shoe brands – it operates as a local distributor for names like Skechers, Vans, Merrell, Hoka, Ugg, Herschel, Dickies, and Lacoste.

Excitingly, the business has started opening Sports Direct stores in Australia following an agreement with Frasers to sell a wider variety of sports, athleisure, and sports fashion products at affordable prices.

Accent will now be able to sell Frasers brands across its different stores, including Everlast, Karrimor, Lonsdale, Slazenger, and plenty of others. The local Sports Direct stores will also be able to sell all of the Accent and Frasers brands, as well as leading global brands like Nike, Adidas, New Balance, Puma, and Under Armour.

I think Sports Direct stores (and opening more stores of existing brands) can help drive sales and profits for the foreseeable future.

According to the forecast from broker UBS, the Accent share price is valued at approximately 10x FY27's estimated earnings. I think that looks very cheap for its potential earnings growth in the subsequent years.

The post 2 ASX shares now trading at crazy cheap prices! appeared first on The Motley Fool Australia.

Being cheap can come in multiple forms such as a cheap share price compared to the net tangible assets (NTA) or net asset value (NAV). Or, it could be that the business trades at a low multiple of its earnings.  

The three ASX shares I'll highlight look far too cheap for their prospects.

Bailador Technology Investments Ltd (ASX: BTI)

I think Bailador could be one of the most undervalued businesses on the ASX.

It's a company that invests in private, fast-growing technology businesses that have attractive unit economics, a large addressable market, can generate repeat revenue and have the potential for international growth.

Despite having a good track record, the business currently trades at a 38% discount to the pre-tax NTA and a 30% discount to the post-tax NTA.

But, Bailador has a track record of selling its positions at a premium to the valuation it holds the investment. In other words, it always sells its holdings at a premium to the NTA.

The businesses within the portfolio are growing at a very strong pace – FY25 revenue increased 47%. When businesses are expanding that rapidly, they're very likely to increase their underlying value.

Despite all those positives, the ASX share trades at a huge discount.

Rural Funds Group (ASX: RFF)

Rural Funds is an appealing real estate investment trust (REIT) because it owns a diversified portfolio of farmland, it's benefiting from regular and contracted rental increases and it has a distribution yield of around 6%.

Its assets include cattle farms, almond farms, macadamia farms, vineyards, cropping farms and water entitlements.

Despite a number of RBA interest rate cuts this year, the business is still trading at a very large discount to its NAV.

At 30 June 2025, Rural Funds had an adjusted NAV of $3.08 per unit. That means it's currently trading at a huge 37% discount. A recent strong reading of Australian inflation could help accelerate rental growth for the business because a significant portion of rental increases are inflation-linked.

GQG Partners Inc (ASX: GQG)

GQG is a fund manager that provides clients from across the world with different investment options including US shares, global shares, international shares (excluding US shares) and emerging market shares.

It has been a rough period for GQG, with the investment team taking a defensive position in relation to the huge run-up of AI stocks. But, recent underperformance of benchmarks has led to a relatively small amount of funds under management (FUM) being withdrawn by clients, meaning monthly net inflows have turned into net outflows.

I still believe that was a fair and prudent move by the fund managers, but the GQG share price reaction looks extremely harsh.

In September 2025, it had FUM of US$167.2 billion compared to US$161.6 billion at September 2024 – that's a 3.5% rise year-over-year. Yet, the GQG share price is down more than 40% in the last 12 months.

Based on the latest quarterly dividend, it has an annualised dividend yield of 14.75% and it's valued at 6x its annualised distributable earnings.

Further FUM outflows would be disappointing, but I think the share price decline has been significantly overdone and now it's offering huge cash payouts and a very low forward price/earnings (P/E) ratio.

The post 3 ASX shares that are absurdly cheap right now appeared first on The Motley Fool Australia.

Dividend shares aren't necessarily lower risk than other types of shares, but they can deliver returns through cash payments, which are funded by profit generation.

The two businesses I'm going to highlight are ones I'm bullish about and I've invested in. I bought shares of one of them this month for my portfolio.

Accent Group Ltd (ASX: AX1)

Accent is the ASX dividend share that I invested in this month. It sells footwear and apparel through its own businesses (such as The Athlete's Foot, Stylerunner, Platypus and Nude Lucy). It sells products from global brands such as Skechers, Vans, Ugg, Herschel, Hoka, Dickies and Lacoste.

I'm optimistic about the business following news that it will roll out Sports Direct stores in the local ANZ market, which offers considerable growth potential for the company, considering the number of new brands it will allow Accent to sell (such as Lonsdale, Everlast, Slazenger, and Karrimor). It also continues to add more stores of its existing brands – in FY25, it added seven new Nude Lucy stores and nine new Stylerunner stores.

The business is expecting high-single-digit operating profit (EBIT) growth in FY26, and I think that bodes well for dividend growth in the coming years.

The forecast on Commsec suggests the business could deliver an annual dividend per share of 10.3 cents in FY27. This would translate into a grossed-up dividend yield of 11.2%, including franking credits, as of the time of writing.

Bailador Technology Investments Ltd (ASX: BTI)

I think Bailador is one of the most interesting ASX dividend shares because it's invested in high-growth private technology businesses.

Those businesses typically have attractive unit economics, repeat revenue and a large addressable market. Some of the tech businesses it has invested in include Siteminder Ltd (ASX: SDR), DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, and Hapana. These businesses are collectively delivering incredibly strong revenue, which is driving their underlying value higher.

How does it deliver strong dividends?

The business tells investors about the value of its portfolio through its net tangible asset (NTA) figures. The company is targeting a 4% dividend yield on the pre-tax NTA, which translates into a target grossed-up dividend yield of 5.7%, including franking credits.

However, at the time of writing, the Bailador share price is trading at a discount of around 35% to the pre-tax NTA as of September 2025. Plus, the Siteminder share price rose during October, contributing to the higher NTA that's likely to be reported for the month.

On the September 2025 figure, with the large discount, Bailador actually offers a grossed-up dividend yield of 8.8%, including franking credits. That's a great dividend yield, in my books.

The post 2 great ASX dividend shares I'd buy in November appeared first on The Motley Fool Australia.

The higher a business trades compared to its earnings, or the higher its share price is compared to its balance sheet value, the more expensive it looks.

Deciding what price/earnings (P/E) ratio a business should trade at is down to investor opinions. But, it's generally easier to look at balance sheet (or book) values because the business reports that figure every result.

The two businesses below look extremely cheap and could deliver pleasing returns, in my view.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an investment company that invests in technology businesses that are small and are in the growth stage of their journey.

The company targets companies that have a large addressable market, pleasing unit economics, have the ability to generate strong repeat revenue, and have good international revenue generation potential.

It's invested in areas like digital healthcare, travel, accommodation, experiences, volunteer management, fitness studio management and more.

These companies are growing at a fast and pleasing pace. In FY25, Bailador reported (weighted) portfolio company revenue growth of 47%. Virtually any ASX tech share would be delighted with that level of top line growth over one year. In three years, I think these businesses could be a lot bigger.

Why is the ASX share so cheap? At the end of September 2025, it had a post-tax net tangible asset (NTA) per share of $1.74 and a pre-tax NTA of $1.95. It's currently trading at a discount of around 30% to that post-tax NTA, which is very large considering Bailador has a history of selling investments for significantly above their NTA value.

Rural Funds Group (ASX: RFF)

Rural Funds is a real estate investment trust (REIT) that owns a portfolio of farmland across the country.

The REIT sector has generally recovered significantly this year following RBA cash rate cuts. However, the Rural Funds unit price has not risen that strongly, making it look comparatively cheap compared to the rest of the sector.

Rural Funds' farm portfolio includes cattle, almonds, macadamias, vineyards and cropping. Including the loans and other assets and liabilities, the ASX share had a net asset value (NAV) of $3.08 per unit at June 2025. That means the Rural Funds unit price is valued at a 36% discount to its underlying value.

Considering the business is benefiting from ongoing rental income growth (fixed annual increases or it's linked to inflation) and it's investing in improving the (economic) productivity of some of its farms, I think the future looks bright for the business. It also has a distribution yield of around 6%.

The post These 2 ASX shares are cheap buys, here's why appeared first on The Motley Fool Australia.

The company's goal is to invest in small, private, growing technology companies at attractive valuations.

It's already invested in a number of businesses including Siteminder Ltd (ASX: SDR), DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, Hapana, MOSH and Nosto.

Those investments give it exposure to various areas including travel, accommodation, experiences, wealth management, digital healthcare, volunteer management, property investment, fitness studio management and more.

There are a few reasons to like this business for passive income, so let's get into it.

Strong passive income from the ASX dividend stock

The business aims to pay investors a 4% dividend yield on the pre-tax net tangible assets (NTA) of the company. It tells investors every month what its portfolio is worth in pre-tax and post-tax NTA terms.

The 4% dividend yield translates into a grossed-up dividend yield of 5.7%, including franking credits.

But, the ASX dividend stock is currently trading at a 37% discount to its portfolio value, the pre-tax NTA, of $1.95 per share. That means the grossed-up dividend yield could be 9.1%, including franking credits.

Appealing businesses

The next reason to like Bailador is its compelling holdings. Technology companies are capable of delivering strong long-term returns because of their ability to grow revenue rapidly at an appealing profit margin.

Bailador's businesses are performing strongly, which is a good tailwind for long-term value creation.

In FY25, the weighted average portfolio company revenue growth was 47%, with 87% of revenue earned by companies in the portfolio being recurring. It also said that the weighted average gross profit margin was 65%.

Bailador only invests in businesses with appealing unit economics and large addressable markets, so the outlook is bright for the portfolio.

Cheap discount and growing NAV

I've already mentioned that the ASX dividend stock is trading at a huge discount to its NTA, which already makes it look like a bargain to me. The company's investments are going up in value over time as they deliver on their potential, making the NTA seem further undervalued.

Additionally, Bailador points out that it has a "well-established track record of realising cash for its private company positions, doing so at a premium to carrying value on every occasion. The average premium of Bailador's cash realisations over carrying value for private companies is 39%."

In other words, the ASX dividend stock is trading at a large discount to its NTA, and the company has a track record of selling its investments at a large premium to the NTA.

Overall, I think this is a very good time to invest in the business.

The post 1 ASX dividend stock down 33% I'd buy right now appeared first on The Motley Fool Australia.

When we're able to invest with a great margin of safety, it means being able to capture assets that are significantly undervalued and it's more likely the investment can play out well.

The below two ASX shares are ones that look like they're among the best value. The management of these businesses also seem to think so because they've recently invested hundreds of thousands of dollars into buying shares of their own businesses on the market. I'm planning to invest in both names within the next week or so.  

GQG Partners Inc (ASX: GQG)

GQG is a higher-risk choice, partly because it's so exposed to the performance of share markets and partly because it's going through a bit of a rough patch currently. But, I also think it could come with higher potential rewards.

It's a funds management business that provides multiple investment strategies including US shares, global shares, global shares excluding the US, and emerging market shares.

GQG has taken a somewhat more conservative approach with its investment portfolios in recent times, which is a prudent move considering the frothy valuations in some areas of the market.

As the below chart shows, the GQG share price has dropped by over 40% in the last year, despite its funds under management (FUM) strength in the last few years and its long-term track record of delivering outperformance of various benchmarks. It looks like a bargain buy to me.

If it's able to stabilise the outflows soon enough, I think it could be significantly undervalued. The huge double-digit dividend yield can provide pleasing cash returns in the shorter term for investors. In the longer term, I think GQG's performance will recover.

Bailador Technology Investments Ltd (ASX: BTI)

This company provides investors with access to high-growth technology companies at attractive valuations. It's a private company investor with, typically, eight to 12 holdings.

Bailador's portfolio is growing at a very strong rate. Over the 12 months to 30 June 2025, and weighted to their size in the portfolio, the Bailador companies grew revenue by 47%. While there's no guarantee that the businesses will continue growing at that speed, it's clear the tech companies are performing well.

It's invested in a number of different businesses, including SiteMinder Ltd (ASX: SDR), DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, MOSH, and Hapana. That gives the company exposure to software and tech across accommodation, wealth management, digital healthcare, travel and experiences, volunteer management, property investment, and fitness studio management.

The ASX share has a track record of selling its stakes in current and formerly owned companies at a premium to the book/carrying value every time.

The average premium for its cash realisations compared to the carrying value for private companies is 39%. Yet, at 30 September 2025, the share price was trading at a historically wide 30% discount to the post-tax net tangible assets (NTA). The Bailador share price is little-changed since the start of October and still looks like a bargain value buy to me.

As a bonus, the company currently has a grossed-up dividend yield of around 8%, including franking credits, so the underlying value can be unlocked through cash payments even if the discount doesn't fully close up.

The post These 2 ASX shares are bargain buys appeared first on The Motley Fool Australia.

I'm expecting to put some new money into one or both of the businesses I'll outline in this article.

When companies are significantly undervalued, their dividend yields can be particularly high.

The two businesses I'll outline seem like great value bargains and I'm expecting massive dividends in the coming year.

GQG Partners Inc (ASX: GQG)

As the chart below shows, the GQG share price has declined significantly since July 2025, the business now seems dramatically cheaper.

As a fund manager that generates nearly all of its revenue from management fees, changes in the funds under management (FUM) make the main difference to its financials.

At the end of June 2025, the ASX dividend share had US$172.4 billion of FUM and at the end of August 2025 it had FUM of US$167.6 billion. That's a decline of just 3%, compared to a much larger drop in the GQG share price.

The fund manager has a track record of delivering outperformance with its main investment strategies over the long term – it has only been the very short term where there have been difficulties as the fund manager focused on a more conservative portfolio setting due to high global valuations. I think this prudent move may pay off.

Either way, the large decline of the GQG share price has led to an enormous dividend yield. It currently has a dividend yield of around 9%, which I think could grow if the business returns to outperforming its benchmarks. Until that happens, it's delivering a very strong payout.

Bailador Technology Investments Ltd (ASX: BTI)

This is one of my favourite ASX dividend shares right now because of the exciting potential for capital gains, while also providing a huge dividend yield.

First, we'll talk about the dividend yield.

The business aims to pay a dividend yield of 4% (or 5.7% grossed-up for franking credits) on the company's pre-tax net tangible assets (NTA). But, due to the fact it's trading at a huge discount to its NTA, it had an 8.1% grossed-up dividend yield when it announced its FY25 result, including franking credits.

What makes up its NTA? Bailador invests in a portfolio of technology companies that have strong growth potential thanks to their large addressable markets, the ability to generate repeat revenue and strong profit margins.

Its software portfolio is spread across areas like travel and accommodation, wealth management, digital healthcare, travel experiences, volunteer management, property investment and fitness studio management.

In the FY25 result, the company reported its portfolio of companies delivered revenue growth of 47%, which is incredibly strong and bodes well for future increases in the valuations of those companies, in my view, which could then spur larger dividend payouts from Bailador.

The post These 2 ASX dividend shares are top buys for income in October appeared first on The Motley Fool Australia.

Businesses can make a good level of profit for investors and still pay large dividends, while retaining some earnings to re-invest in the business for more growth.

It's wise for investors to look at why the dividend yield is so large – the dividend payout ratio may be very high and/or the valuation may be low. Sometimes, businesses with large dividend yields can be misleading if last year's payout is large but next year's payout is expected to be much smaller due to some sort of deterioration.

The two ASX income stocks below have large yields and I think they can grow the payouts in the year ahead.

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop has more than 120 stores across Australia and New Zealand. It sells a wide variety of hair removal products such as electric shavers, clippers, trimmers, and wet shave items. It also sells products related to oral care, hair care, massage, air treatment, and beauty categories.

A key attraction of the business is that it sells multiple quality brands at what's described as competitive prices. The company's position in the market allows it to negotiate exclusive products with suppliers, giving the business a unique selling point for customers.

In the 2025 financial year, the business generated earnings per share (EPS) of 11.5 cents and cash EPS of 12.1 cents, allowing it to increase its annual dividend per share by 1% to 10.3 cents. That translates into a grossed-up dividend yield of 10.4%, including franking credits.

Pleasingly, the business has a good track record of annual dividend growth over the last several years, with FY24 being the only year in which the dividend was maintained.

I think the ASX income stock is on track to deliver further dividend growth with the potential for more stores, range expansion, new brand deals, and its own private brand's growth. In the first seven weeks of FY26, the company's total sales were up 2.7%, suggesting a good tailwind for profit growth in the first half of FY26.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is a very exciting company due to its investment strategy of acquiring stakes in small, fast-growing, unlisted technology businesses.

These technology companies have a number of positive attributes, including repeat revenue, appealing unit economics, a huge addressable market, and international expansion potential.

In FY25, its portfolio companies delivered revenue growth of 47%, with the valuations of numerous businesses increasing. For example, in FY25, Hapana saw a 50% valuation increase, DASH saw a 49% valuation increase, Rosterfy's valuation rose 14%, and Access Telehealth's valuation climbed 21%.

With those valuation gains, the ASX income stock aims to provide investors with a pleasing dividend yield.

Its target dividend payout ratio is a cash dividend payout ratio of 4% on the pre-tax net tangible assets (NTA), which translates into a grossed-up dividend yield of 5.7%, including franking credits.

However, the business is trading at a very large discount to its pre-tax NTA. At 31 August 2025, it had a pre-tax NTA of $1.97 and a post-tax NTA of $1.77. In the FY25 result, the company boasted of having a grossed-up dividend yield of 8.1%, including franking credits.

I think this ASX income stock is trading far too cheaply for its potential dividend income and the growth of the tech companies in the portfolio.

The post Here are 2 ASX income stocks with yields above 8% appeared first on The Motley Fool Australia.

Four ASX shares that are dragging on the market today are listed below. Here's why they are falling:

Cochlear Ltd (ASX: COH)

The Cochlear share price is down 1.5% to $280.72. This may have been driven by a broker note out of Morgan Stanley this morning. According to the note, the broker has retained its underweight rating and $280.00 price target on the hearing solutions company's shares. This is a touch below where its shares currently trade.

Premier Investments Ltd (ASX: PMV)

The Premier Investments share price is down 4% to $19.49. This follows a lukewarm response to the retail giant's FY 2025 results release on Thursday. As a reminder, the Smiggle and Peter Alexander owner reported a 0.9% increase in retail sales to $812.2 million. This was driven by a 7.7% increase in Peter Alexander sales to a record of $548.0 million, which offset a 10.7% decline in Smiggle global sales. This allowed the company's board to declare a fully franked final dividend of 50 cents per share. This morning, the team at Macquarie retained its neutral rating on the company's shares with a trimmed price target of $20.80.

Siteminder Ltd (ASX: SDR)

The Siteminder share price is down 1.5% to $7.25. This may have been driven by news that Bailador Technology Investments Ltd (ASX: BTI) has completed a $25 million cash realisation of its investment in SiteMinder. However, it has retained 75% of its holding. Bailador's co-founder and managing partner, Paul Wilson, said: "SiteMinder remains a pivotal investment for Bailador, combining best-in-class technology infrastructure with significant international growth potential and outstanding management capabilities. We continue to have high confidence in generating long-term returns for shareholders through our sustained investment in SiteMinder."

Tamboran Resources Corp (ASX: TBN)

The Tamboran Resources share price is down 3% to 3 cents. This follows the release of the energy explorer's fourth quarter update. Tamboran Resources' chairman and interim CEO, Richard Stoneburner, was pleased with the quarter. He said: "The fourth quarter has been a period of incredible activity for Tamboran. Our team delivered record flow rates from the ~5,500-foot horizontal section in the SS-2H ST1 well. Importantly, the well delivered an extremely flat decline curve over the 90-day period, including a surprising 2% increase over the last 30 days of testing without downhole intervention or changes to the choke."

The post Why Cochlear, Premier Investments, Siteminder, and Tamboran shares are falling appeared first on The Motley Fool Australia.

The cash rate is now 3.6%, down from 4.35% at the start of the year. This means investors don't need as big a dividend yield to match/beat the RBA cash rate.

The two businesses I'm about to talk about both have significantly higher yields than 3.6%. I think there's excellent potential for both capital growth and larger payouts in the coming years.

If I had $10,000 to invest in ASX dividend stocks, the two below would be among the names at the top of my list.

Rural Funds Group (ASX: RFF)

Commercial properties can be an excellent investment for income seekers because of their solid yields and ability to grow operating earnings due to contracted rental increases.

Rural Funds is a real estate investment trust (REIT) that owns a variety of farms across Australia. Those farms include cattle, almond, vineyard, and macadamia properties. I like the diversification because it lowers the risk of being overinvested in one area and gives the business a wider 'universe' to search for the best opportunities.

The ASX dividend stock is seeing organic rental income growth from its contracts, which have fixed annual or inflation-linked increases built in. I expect this will be a key factor that helps drive the distribution higher in the coming years.

At the time of writing, its guided FY26 payout translates into a forward distribution yield of 6.2%.

I also believe the RBA rate cuts will help lower the REIT's interest costs and help close the discount of close to 40% between the adjusted net asset value (NAV) and the Rural Funds unit price.

Bailador Technology Investments Ltd (ASX: BTI)

To me, Bailador is a significantly underrated ASX dividend stock.

It invests in small, private technology businesses with significant growth potential, thanks to their long growth runways and pleasing profit margins.

While all of the companies it has invested in are technology/software related, it does have a diversified portfolio across accommodation, wealth management, digital healthcare, travel and experiences, volunteer management, property investment, fitness studio management and more.

I believe Bailador has regularly shown how its investments are conservatively valued on its balance sheet. A few of its holdings have been taken over in recent years at significantly higher prices. But, even if it isn't undervalued, let's look at what Bailador's portfolio value was last reported at.

In the August 2025 update, Bailador said it had net tangible assets (NTA) of $1.97 pre-tax and $1.77 post-tax. That means, at the time of writing, it's currently trading at a 40% discount to the pre-tax NTA and a 33% discount to the post-tax NTA. The ASX dividend stock looks to me like a very appealing bargain.

The large asset discount has a significant and pleasing effect on the dividend yield on offer.

It aims for a 4% dividend yield on the pre-tax NTA. However, due to the huge discount, the yield is now 6.6%. With franking credits included, the grossed-up dividend yield is 9.4% at the time of writing.

This ASX dividend stock seems like an excellent investment to me.

The post 2 of the smartest ASX dividend stocks to buy with $10,000 right now appeared first on The Motley Fool Australia.

It's obvious that we want to invest in businesses for less than they're worth, or could be worth. Bailador Technology Investments Ltd (ASX: BTI) seems to me like a very promising business and it only has a market capitalisation of around $180 million.

Bailador is an investment company that focuses on technology businesses with plenty of growth potential.

It may not be a very well-known business, but that's exactly why I'm calling it a hidden gem rather than an out-in-the-open opportunity. Let me tell you why it's so good.

Why it has so much growth potential

The company says it provides investors with access to high-growth expansion-stage technology companies at attractive valuations.

It looks to invest in private businesses with a number of positive characteristics including large addressable markets, international revenue potential, the ability to generate recurring revenue, attractive unit economics and more.

The Australian stock is able to invest in appealing tech companies before they become large and other investors have pushed up the value. It's much easier for a business to double its revenue from $10 million to $20 million than it is to go from $1 billion to $2 billion.

Some of its investments include DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, MOSH and Hapana.

Its portfolio is spread across technology areas like wealth management, digital healthcare, travel and experiences, volunteer management, property investment, fitness studio management, and travel and accommodation.

These companies are generating significant growth. In FY25, Bailador reported the portfolio company revenue was $592 million, with portfolio company revenue growth of 47% and a gross profit margin of around 65%.

If these businesses continue growing at such a fast pace, their underlying value could be significantly larger in a few years.

Bailador noted that some of its private portfolio investments experienced significant increases in value during FY25. The Australian stock reported that the DASH investment increased in value by 49%, the Updoc investment rose 86%, the Access Telehealth investment increased 21%, the Rosterfy investment rose 14%, the Hapana investment increased 50% and MOSH increased 33%.

It's trading cheaply

The biggest investment in the Bailador portfolio is hotel software company Siteminder Ltd (ASX: SDR), it saw its share price increase 33% since the start of August – it jumped after its result.

Due to that strong reporting season, the Australian stock's pre-tax net tangible asset (NTA) increased to $1.97 at the end of August and $1.77 after tax.

Therefore, at the current Bailador share price, it's trading at a discount of approximately 40% to the pre-tax NTA and a 33% discount to the post-tax NTA.

The Bailador share price has not kept up with the growth in the underlying value of its portfolio, so it now looks significantly undervalued to me and could continue rising if the tech companies (and new investments) continue growing revenue.

The post This Australian stock could be the hidden gem of the decade appeared first on The Motley Fool Australia.

I wouldn't buy something solely because of a large dividend yield, but it certainly makes it seem more appealing to investors who want income.

Both of the businesses I'm about to highlight have appealing outlooks for earnings and dividend growth over the longer term. Let's examine those ideas.

Rural Funds Group (ASX: RFF)

Rural Funds is a real estate investment trust (REIT) focused on owning farmland that can provide a mixture of income and longer-term growth.

Its farms are spread across farming sectors, such as cattle, almonds, macadamias, and vineyards.

Agriculture is an important sector for the Australian economy, and I like how we can gain access to it through this ASX dividend share rather than being exposed to the industry's cyclical nature. I also appreciate the relative consistency that the REIT can provide in terms of rental profits.

Rural Funds is benefiting from ongoing rental income growth, with most farms having fixed annual increases or rises linked to inflation, plus market reviews.

Despite the headwinds of higher interest rates, it has managed to provide stable distributions in the last couple of years. Lower rates could boost the value of the farms and also help rental profits.

At the time of writing, the business is expecting to pay an FY26 distribution of 11.7 cents per unit, which translates into a distribution yield of 6.1%.

Bailador Technology Investments Ltd (ASX: BTI)

This is an investment company focused on finding exciting technology businesses with significant revenue growth potential, international expansion potential, the ability to generate repeat revenue, and attractive unit economics.

When you combine those elements, you're talking about fast-growing businesses with good operating leverage, which I believe means they can deliver good, profitable growth over the long term.

It's invested in businesses such as Siteminder Ltd (ASX: SDR), DASH, Updoc, Access Telehealth, Expedition Software, Rosterfy, PropHero, and Hapana. While they're all tech businesses, I like the portfolio's representation of a broad range of industries.

In the FY25 result, the ASX dividend share reported that its portfolio's company revenue growth was 47% during the year, which I'd describe as an excellent rate of compounding. Around 87% of the revenue is recurring, and the gross profit margin was approximately 65%.

It aims to pay an annual dividend yield of 4% of the company's pre-tax net tangible assets (NTA). But, due to the fact it's trading at a large discount to the NTA, this means the yield on offer is much larger.

The ASX dividend share's FY25 final dividend translated into an annualised, grossed-up dividend yield of 8.1%, including franking credits. That's a very appealing level of income, in my view.

The post I think these 2 ASX dividend shares are top buys for income in September appeared first on The Motley Fool Australia.