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UK Tobacco Duties had been falling since peak in 2012, except 2017 blip and COVID boost in 2020-22
UK government has continued to add anti-smoking measures through the decline, incl. latest to ban smoking for those born after 2009
Tax is likely not a factor in Tobacco policy
$IMB $BATS $PM $MO
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UK Tobacco Duties had been falling since peak in 2012, except 2017 blip and COVID boost in 2020-22
UK government has continued to add anti-smoking measures through the decline, incl. latest to ban smoking for those born after 2009
Tax is likely not a factor in Tobacco policy
$IMB $BATS $PM $MO
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Stock Analysis Compilation
The London Company on TE Connectivity $TEL US
TE Connectivity’s leading market position, cost-efficient supply chain, and exposure to electrification trends make it a solid, undervalued compounder
(Extract from their Q2 letter) https://t.co/wpdwoqbr9P
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The London Company on TE Connectivity $TEL US
TE Connectivity’s leading market position, cost-efficient supply chain, and exposure to electrification trends make it a solid, undervalued compounder
(Extract from their Q2 letter) https://t.co/wpdwoqbr9P
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What happens if you give UK fund managers a load of Aussie shares? $RMV $REA
We remember what happened when Aussie fund managers were given a load of US shares
20 years ago, News Corp moved listing from Australia to the US; shares fell 16% in 3 months
https://t.co/AdAAe10Wdc https://t.co/FCnfZAWbxn
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What happens if you give UK fund managers a load of Aussie shares? $RMV $REA
We remember what happened when Aussie fund managers were given a load of US shares
20 years ago, News Corp moved listing from Australia to the US; shares fell 16% in 3 months
https://t.co/AdAAe10Wdc https://t.co/FCnfZAWbxn
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Artisan Partners on Vita Coco $COCO US
Vita Coco’s supply chain advantage and growing global demand for healthier beverages position it for continued category leadership and margin expansion
(Extract from their Q2 letter) https://t.co/9UNO2UPDuI
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Artisan Partners on Vita Coco $COCO US
Vita Coco’s supply chain advantage and growing global demand for healthier beverages position it for continued category leadership and margin expansion
(Extract from their Q2 letter) https://t.co/9UNO2UPDuI
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British American Tobacco $BATS $BTI is doing so badly in the US that it is hurting Altria $MO
How? Through Master Settlement Agreement costs
Altria CFO: "Industry profits from a leading competitor are lower than expected. So that is driving some of our MSA costs" (24Q2 call)
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British American Tobacco $BATS $BTI is doing so badly in the US that it is hurting Altria $MO
How? Through Master Settlement Agreement costs
Altria CFO: "Industry profits from a leading competitor are lower than expected. So that is driving some of our MSA costs" (24Q2 call)
"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf tweet
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Elon Musk taking away even more of your agency
People you "blocked" will soon be able to see your posts
When this happens, we will be locking our account
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Elon Musk taking away even more of your agency
People you "blocked" will soon be able to see your posts
When this happens, we will be locking our account
New: X will let people you’ve blocked see your posts https://t.co/4LmGjsVnsT tweet
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Reminder: You can find us posting on other platforms
Same content as here, but with replies open to all
Our main other platform is Threads (profile below), where we have recently surpassed 1,500 followers
You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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Reminder: You can find us posting on other platforms
Same content as here, but with replies open to all
Our main other platform is Threads (profile below), where we have recently surpassed 1,500 followers
You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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