Sitemap - 2025 - Librarian Capital's Research Library
Bunzl: Never a Real Growth Stock, Not Yet a Value Stock
Greggs: H1 2025 Profit Warning (Quick Note)
Librarian Capital's Monthly Letter - May 2025
Croda: Likely Beneficiary if Oil Prices Spike Further (Quick Note)
Greggs: Down 12% Since Update Last Month (Quick Note)
Moody’s: A Wonderful Business at a Fair Price
Diageo: New 5-Year Low & Q3 FY25 Update (Quick Note)
Rémy Cointreau: FY25 Results (Quick Note)
Brown-Forman: FY25 Results & FY26 Outlook Didn’t Warrant ~18% Fall
British American Tobacco: H1 2025 Pre-Close Update (Quick Note)
Intuit: High Growth, High P/E; Up 14% Since Q3 FY25 Results
Chris Hohn Interview by Nicolai Tangen (Full Transcript)
Imperial Brands: CEO Exiting on a Top after H1 FY25?
Procter & Gamble: Resilient Blue Chip, Early Observer of Slowdown
Zoetis: Q1 Reassured on New Competitors, Librela & Tariffs
Librarian Capital's Monthly Letter - April 2025
Philip Morris: Structural Growth Continuing in Q1; Likely Trump-Proof
Alphabet: Still Solid Growth in Q1; Just 20x 2024 EPS
Otis: 2025 Outlook Maintained Despite Tariffs, Weaker Macro
L’Oréal: Resilience Continued in Q1 2025
Librarian Capital's Monthly Letter - March 2025
Fever-Tree: ~20% Rebound on EBITDA Expectations … and Margot Robbie?
Home Depot: 19% Down from Peak, But Weak FY25 Guide Still Too Rosy
Spirax: Weak Markets Trumped “Quality” in 2024, May Again in 2025
Rightmove: Returning to 52-Week High After 2024 Results
Brown-Forman: 10% Bounce, Recovery Still to Come After Q3 FY25
Greggs: ~14x 2024 EPS After Results, Mid-Term Upside Outweighs 2025 Risks
Librarian Capital's Monthly Ranked Top Buys - February 2025
Croda: Cyclical Headwinds Receding, ~23x Trough EPS
L’Oréal: Steady as She Goes After Solid Finish to 2024 and CAGNY
Zoetis: Strong 2024 Finish, Confusing 2025 Outlook?
British American Tobacco: 2024 Results Punctured Post-Election Euphoria
Diageo: 5-Year Low after Better H1 FY25, Likely Too Pessimistic
Philip Morris: Up 60%+ in the Past Year; Further Gains Likely
Alphabet: Focus on Q4 2024 Growth Over CapEx & DeepSeek Noises
Estée Lauder: Bitter Medicine Outlined in Q2 FY25 Results
Fever-Tree: Solving U.S. Strategic Problem, Likely at the Right Price
Altria: Structural Challenges Piled Up in Q4 2024 Results
Microsoft: Solid Growth in Q2 FY25; Flattish Shares from A Year Ago
Librarian Capital's Monthly Ranked Top Buys - January 2025
Greggs: Multi-Year Expansion Meets Near-Term Macro Headwinds
Hershey: Recent 52-Week Low, Cheaper Than Before Bid Rumours