All Newsletters

Sweet Stocks
Sweet Stocks has 32 stock analyses indexed on RhinoInvestory, covering 33 companies across Consumer Discretionary, Industrials. Published Feb 2024 – Dec 2024.
Sectors Covered
Stock Analyses by Sweet Stocks
M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield
Published: 2024-12-03
Shimano – cycling uphill
Published: 2024-11-18
Campari update – after the profit warning
Published: 2024-11-04
Robert Half and the recruiters – hired or fired?
Published: 2024-10-07
UPDATE: Web Travel Group and Webjet Group post demerger
Published: 2024-09-30
Borregaard – an economic castle protected by an unbreachable moat
Published: 2024-09-24
Watches of Switzerland – time for the US
Published: 2024-09-16
DSV – the Wise forwarder
Published: 2024-09-09
NCAB – a near-shoring picks and shovels play
Published: 2024-09-02
Campari – painting the town orange
Published: 2024-08-19
Viva Energy – retail transformation story at 10x P/E
Published: 2024-07-15
YouGov – feeling the squeeze
Published: 2024-07-08
Jack Henry & Associates – a core holding
Published: 2024-07-01
Iwatani – much better than it looks
Published: 2024-06-24
Goodwin plc – breaking good
Published: 2024-06-17
Webjet – don’t stop me now
Published: 2024-06-10
Griffon, Sanwa and late onset pricing power in the US overhead garage door market
Published: 2024-06-03
Bekaert – elevated quality at 8.2x P/E
Published: 2024-05-27
Rational – full steam ahead?
Published: 2024-05-20
Chemist Warehouse & Sigma Healthcare – a very special situation
Published: 2024-05-13