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

Consumer Discretionary Industrials

Countries Covered

Germany Japan

Stock Analyses by Sweet Stocks

M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield

• 2024-12-03

Shimano – cycling uphill

• 2024-11-18

Campari update – after the profit warning

• 2024-11-04

Robert Half and the recruiters – hired or fired?

• 2024-10-07

UPDATE: Web Travel Group and Webjet Group post demerger

• 2024-09-30

Borregaard – an economic castle protected by an unbreachable moat

• 2024-09-24

Watches of Switzerland – time for the US

• 2024-09-16

DSV – the Wise forwarder

• 2024-09-09

NCAB – a near-shoring picks and shovels play

• 2024-09-02

Campari – painting the town orange

• 2024-08-19

Viva Energy – retail transformation story at 10x P/E

• 2024-07-15

YouGov – feeling the squeeze

• 2024-07-08

Jack Henry & Associates – a core holding

• 2024-07-01

Iwatani – much better than it looks

• 2024-06-24

Goodwin plc – breaking good

• 2024-06-17

Webjet – don’t stop me now

• 2024-06-10

Griffon, Sanwa and late onset pricing power in the US overhead garage door market

• 2024-06-03

Bekaert – elevated quality at 8.2x P/E

• 2024-05-27

Rational – full steam ahead?

• 2024-05-20

Chemist Warehouse & Sigma Healthcare – a very special situation

• 2024-05-13