Sitemap - 2024 - Librarian Capital's Research Library
Estée Lauder: “Once Bitten, Twice Shy” as Market Ignores Return to Growth
Altria: Gradually, Then Suddenly? Downgrade to Neutral After Declines Continued in Q1
Philip Morris: Flawless Q1 and Raised 2024 Outlook; Still Cheap
Procter & Gamble: Good Progress in Q3 FY24, Despite <1% Sales Growth
Hershey: This (Cocoa Price) Too Shall Pass; Upgrade to Buy
Bank of America: Q1 Stable in All Parts, Except Credit Losses
JPMorgan: Falling Back to Earth After Q1 Results?
L’Oréal: Getting Ready for 2024 Slowdown?
Librarian Capital's Monthly Ranked Top Buys - March 2024
Zoetis: Earnings Growth Set to Reaccelerate, But Shares Down 14% Year-to-Date
Fundsmith: 2024 AGM Full Transcript
RTX: 31% Rebound Since October Lows, More Upside to Come
Brown-Forman: Near 52-Week Low After Q3 FY24 Results, But Positive Sector Read-Across
Admiral: EPS Up 17% in 2023 After Price Hikes, More Benefit to Follow
Rightmove: 2023 Results & 2024 Guidance are a Marshmallow Test
Croda: Still a Cyclical Recovery Play, Lower for Longer After 2023 Results
Lloyds: Battening Down the Hatches in Weak Q4, But Cheap Even if Targets are Missed
Pernod Ricard: Cyclical Downturn in H1 FY24; Cheap at 24x FY19 EPS
NatWest: Target Down, Share Price Up with FY23 Results; Cheap Even on Lower Outlook
Librarian Capital's Monthly Ranked Top Buys - February 2024
Philip Morris: Why the Market Didn’t Like Q4 Results; We Disagree
British American Tobacco: ~10% Dividend Yield for "Glass Half Full" Investors
Visa: More Boring Double-Digit EPS Growth in Q1 FY24
Estée Lauder: Inflection Point After Q2 FY24
Altria: Stuck in a Ditch in Q4, Awaiting Government Rescue
Otis: Steady Rise Continued in Q4, Macro Improving
Alphabet: Broad-Based Double-Digit Growth in Q4, Now Even Cheaper
Librarian Capital's Monthly Ranked Top Buys - January 2024
Unilever: Long Turnaround Journey Ahead, But Priced Attractively
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JPMorgan: Still a Buy with Record Earnings & Share Price Post Q4
Bank of America: Stable Business in Q4 Underneath Moving Parts
Procter & Gamble: Solid Business, Reasonably Priced, Now Reaccelerating