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Bunzl: Never a Real Growth Stock, Not Yet a Value Stock
Why we don’t like this supposed long-term compounder, even at less than 13x P/E.
17 hrs ago
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Bunzl: Never a Real Growth Stock, Not Yet a Value Stock
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Greggs: H1 2025 Profit Warning (Quick Note)
Company Update (GRG LN) (Buy): An expected EBIT decline in FY25 is unsurprising and likely one-off; June was impacted by a heatwave.
Jul 2
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Greggs: H1 2025 Profit Warning (Quick Note)
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June 2025
Librarian Capital's Monthly Letter - May 2025
We review our macro positioning after the market rebound since May, and replace one stock in our model portfolio.
Jun 27
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Librarian Capital's Monthly Letter - May 2025
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Croda: Likely Beneficiary if Oil Prices Spike Further (Quick Note)
Recovery was on track in Q1, and may even benefit if Middle East conflicts escalate.
Jun 24
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Croda: Likely Beneficiary if Oil Prices Spike Further (Quick Note)
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Greggs: Down 12% Since Update Last Month (Quick Note)
Sales growth has improved since February, but shares seem to have been pushed down by macro “noises”.
Jun 23
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Greggs: Down 12% Since Update Last Month (Quick Note)
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Moody’s: A Wonderful Business at a Fair Price
We look at this key Warren Buffett and Chris Hohn holding, just as bond issuance is expected to shrink in 2025.
Jun 16
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Moody’s: A Wonderful Business at a Fair Price
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Diageo: New 5-Year Low & Q3 FY25 Update (Quick Note)
Sales grew 5.9% organically, while forward P/E is ~16x and the Dividend Yield is 4.0%.
Jun 8
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Diageo: New 5-Year Low & Q3 FY25 Update (Quick Note)
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Rémy Cointreau: FY25 Results (Quick Note)
This is a “beaten down” stock with high risk / high reward, but too speculative as an investment.
Jun 7
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Rémy Cointreau: FY25 Results (Quick Note)
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Brown-Forman: FY25 Results & FY26 Outlook Didn’t Warrant ~18% Fall
Bad macro from Trump policies looks worse with distortion from used barrel sales and distributor changes.
Jun 6
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Brown-Forman: FY25 Results & FY26 Outlook Didn’t Warrant ~18% Fall
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British American Tobacco: H1 2025 Pre-Close Update (Quick Note)
A mixed update befitting BAT’s <10x P/E and 7%+ Dividend Yield, with negative read-across for Altria.
Jun 3
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British American Tobacco: H1 2025 Pre-Close Update (Quick Note)
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May 2025
Intuit: High Growth, High P/E; Up 14% Since Q3 FY25 Results
Investors who paid for “quality” have been rewarded with a 25.7% price gain in the past year.
May 29
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Intuit: High Growth, High P/E; Up 14% Since Q3 FY25 Results
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Chris Hohn Interview by Nicolai Tangen (Full Transcript)
With both interviewee and interviewer being exceptional investors, this is one of the best interviews on investing we have heard this year.
May 24
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Chris Hohn Interview by Nicolai Tangen (Full Transcript)
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