Sweet Stocks
32 articles covering 33 companies
M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield
• 2024-12-03T21:01:20.671+00:00
Shimano – cycling uphill
• 2024-11-18T07:31:14.031+00:00
Campari update – after the profit warning
• 2024-11-04T07:01:58.543+00:00
Robert Half and the recruiters – hired or fired?
• 2024-10-07T15:49:05.283+00:00
UPDATE: Web Travel Group and Webjet Group post demerger
• 2024-09-30T18:58:51.5+00:00
Borregaard – an economic castle protected by an unbreachable moat
• 2024-09-24T06:31:26.152+00:00
Watches of Switzerland – time for the US
• 2024-09-16T10:05:45.03+00:00
DSV – the Wise forwarder
• 2024-09-09T06:30:52.625+00:00
NCAB – a near-shoring picks and shovels play
• 2024-09-02T06:30:37.982+00:00
Campari – painting the town orange
• 2024-08-19T06:31:05.938+00:00
Viva Energy – retail transformation story at 10x P/E
• 2024-07-15T11:12:41.133+00:00
YouGov – feeling the squeeze
• 2024-07-08T06:30:54.561+00:00
Jack Henry & Associates – a core holding
• 2024-07-01T06:30:19.808+00:00
Iwatani – much better than it looks
• 2024-06-24T05:12:56.064+00:00
Goodwin plc – breaking good
• 2024-06-17T06:33:39.274+00:00
Webjet – don’t stop me now
• 2024-06-10T06:30:52.768+00:00
Griffon, Sanwa and late onset pricing power in the US overhead garage door market
• 2024-06-03T06:30:05.919+00:00
Bekaert – elevated quality at 8.2x P/E
• 2024-05-27T06:06:12.684+00:00
Rational – full steam ahead?
• 2024-05-20T05:33:03.419+00:00
Chemist Warehouse & Sigma Healthcare – a very special situation
• 2024-05-13T06:00:58.989+00:00