Sweet Stocks
SubstackArticles
32
Companies covered
32
Sectors
4
Countries
6
Research Articles
Shimano – cycling uphill
Nov 18, 2024
Campari update – after the profit warning
Nov 4, 2024
Watches of Switzerland – time for the US
Sep 16, 2024
DSV – the Wise forwarder
Sep 9, 2024
NCAB – a near-shoring picks and shovels play
Sep 2, 2024
Campari – painting the town orange
Aug 19, 2024
YouGov – feeling the squeeze
Jul 8, 2024
Jack Henry & Associates – a core holding
Jul 1, 2024
Iwatani – much better than it looks
Jun 24, 2024
Goodwin plc – breaking good
Jun 17, 2024
Webjet – don’t stop me now
Jun 10, 2024
Bekaert – elevated quality at 8.2x P/E
May 27, 2024
Rational – full steam ahead?
May 20, 2024
Spirax-Sarco – new competitive threat
Apr 29, 2024
Saia and Old Dominion - keep on rolling
Apr 22, 2024
SITC – the Ryanair of container shipping stocks
Apr 15, 2024
Barry Callebaut – a tasty opportunity
Apr 8, 2024
Vita Life Sciences – healthy returns
Apr 1, 2024
Croda – time to restock
Mar 25, 2024
Kobe Bussan – hard discount winner
Mar 18, 2024
Greggs – last one standing
Feb 26, 2024
Katitas – flipping attractive
Feb 19, 2024
Casey’s General Stores – well-fueled growth?
Feb 12, 2024
4imprint – contrarian compounder
Feb 5, 2024
