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Microsoft: Business Momentum Has Continued; Valuation Uplift Hasn't
Ongoing double-digit EBIT growth, but shares down 17.8% from October peak, and P/E now lower than a year ago.
Jan 15
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Greggs: Q4 2025 Update (Quick Note)
The most shorted U.K. company now expects stable profits in FY26, even with weak macro. P/E is 13x.
Jan 9
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Whitbread: A Budget Hotel, But Not a Bargain Stock
Corvex owns 6% (~$350m) and seeks Board seats, with the multi-billion property portfolio a key focus.
Jan 5
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British American Tobacco: 2025 Year-End Review (Quick Note)
Shares have gained 65% in Dollars year-to-date, after Velo Plus grew by a triple-digit percentage in the U.S.
Dec 28, 2025
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Brown-Forman: Down 15% in 2 Weeks (Quick Note)
Shares near their 52-week low, with a ~forward 15x P/E and a 3.5% Dividend Yield.
Dec 26, 2025
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Discussions
Alphabet: Reaching $300 (Quick Note)
Generative AI has been helpful to Alphabet, but not in the way many people think.
Nov 23, 2025
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Imperial Brands: FY25 Results (Quick Note)
EPS growing high-single-digits, ~10x P/E and ~5% Dividend Yield; we are tempted but remain wary.
Nov 20, 2025
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Estée Lauder: Q1 FY26 Results (Quick Note)
The turnaround is working, but shares have fallen 12% since results and 16% from the last peak.
Nov 19, 2025
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Zoetis: Bad Q3, But Not for the Reasons Many Think
The idea Zoetis has gone ex-growth due to new rivals for Apoqel and Simparica, and Librela failure, is likely wrong.
Nov 10, 2025
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Rightmove: Trading Update & Margin Reset (Quick Note)
The 13% price decline is unfair, and investors need to view core growth and new investments separately.
Nov 7, 2025
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Diageo: Q1 FY26 Update (Quick Note)
An outsized decline in China dragged down results; U.S. sales only fell modestly and all other regions grew.
Nov 7, 2025
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Altria: Q3 Results Showed the Other Shoe Just Dropped
Tougher competition in nicotine pouches adds to existing problems, though the P&L impact is hidden by one-offs.
Nov 4, 2025
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