Sitemap - 2024 - Librarian Capital's Research Library
L’Oréal: Shares Down 24% in 2024 on Short-Term China, Tax Fears
Croda: Poised for Rebound After Signs of Improvement in 2024
Librarian Capital's Monthly Ranked Top Buys - December 2024
Zoetis: Down 10%+ in Past Year Despite Strong Year-to-Date Results
British American Tobacco: Patient is “Stable” in Pre-Close Update
Brown-Forman: Why the 11% Rebound After Q2 FY25 Results?
Librarian Capital's Monthly Ranked Top Buys - November 2024
Imperial Brands: Was FY24 as Good as the Market Thinks?
Procter & Gamble: A Safe Harbour from Potential Storms Ahead
Estée Lauder: Capitulation at Last after Q1 FY25 Results?
Microsoft: Q1 FY25 Results Show Value Still Compounding
Altria: Don’t be Fooled by Q3 Timing Effects
Otis: Q3 2024 Results (Quick Take)
Alphabet: Q3 2024 Results (Quick Take)
Philip Morris: Picking Up Speed in Q3; Still Cheap at 20x P/E
British American Tobacco: Disappointing Investor Day
Librarian Capital's Monthly Ranked Top Buys - October 2024
Ulta Beauty: On the Wrong Side of a Capital Cycle
Spirax: Focus on Self-Help, Lower for Longer After Investor Day?
Home Depot: Rate Cuts Now Priced In, Downgrade to Neutral
Rémy Cointreau: Likely Cheap, But Not Because of China
British American Tobacco: Fun While It Lasted? Looking Beyond Rally
L’Oréal: New 52-Week Low, but Fears on China Likely Misplaced
FeverTree: H1 Showed Costs are On Track, Even if Growth is Not (Yet)
Librarian Capital's Monthly Ranked Top Buys - August/September 2024
[From the Archives] Rightmove: Reassessing after CoStar Entry & Lindsell Train Speculation
Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24
Visa: Compounding Growth & Potential to Re-rate after Q3 FY24
Estée Lauder: Turnaround Progressing in Q4 FY24, with Baby Steps
Admiral: Thesis Vindicated in H1, But Was This the Peak?
Spirax: Recovery Postponed with H1 Results; Back to 2020 Low
Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?
Diageo: FY24 Not That Bad; Growth Outside the Americas
Alphabet: Strong Q2 Headlines, But Too Many Moving Parts?
Otis: Don't Over-react to Double-Digit Order Declines in Q2
Kone: Structural Growth Continuing Despite China; Lower P/E than Otis
Librarian Capital's Monthly Ranked Top Buys - July 2024
Microsoft: New All-Time High Before FY24 Results, Still A Buy
Spirax: Highest-Quality U.K. Mid-Cap, Shares Near Multi-Year Low
FeverTree: Long-Term Compounder; Takeover Potential Not Priced In
Librarian Capital's Monthly Ranked Top Buys - June 2024
Brown-Forman: Upgrade to Buy After FY24 Results, Return to March 2020 Lows
British American Tobacco: Leaking Bucket in H1, But ~10% Dividend Yield
Diageo: Darkest Before the Dawn? Shares Near COVID Trough and <19x FY19 EPS
Rémy Cointreau: Hangover Continued in FY24, Shares Near COVID Trough
Intuit: “Quality” Now Less Expensive after Q3 FY24 Results
Home Depot: Down 14% Since March, A Bet on U.S. Soft Landing After Q1 FY24 Results
Imperial Brands: Don’t Bank on H1 FY24’s 7.7% EPS Growth
Librarian Capital's Monthly Ranked Top Buys - April/May 2024
Otis: Shares Down 8% Since March, Despite Solid Q1 Results
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