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Yield Pigs, Durability Value, & Diversification
The TLDR: September 2024
Sep 10
•
Conor Mac
26
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Yield Pigs, Durability Value, & Diversification
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August 2024
Crowdsourced Portfolio
Let's create a crowdsourced portfolio that doesn't suck
Aug 26
•
Conor Mac
34
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Crowdsourced Portfolio
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105
Pandemic Darlings That Never Bounced Back
20 of the most severe drawdowns from pandemic favourites that have yet to recover
Aug 19
•
Conor Mac
74
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Pandemic Darlings That Never Bounced Back
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Relative Valuation Charts
Plus: Fibonacci Customisation and CAGR Annotations
Aug 14
•
Conor Mac
22
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Relative Valuation Charts
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CPR: The Spritz Playbook
(BIT:CPR) Campari Milano H1 FY24 Results
Aug 8
•
Conor Mac
11
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CPR: The Spritz Playbook
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New Wave – Vaulting to Glory?
(NEWA-B.ST, $1.3bn market cap, $1.9m ADVT, 59% free float)
Aug 4
•
Conor Mac
and
Alex Sweet
22
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New Wave – Vaulting to Glory?
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July 2024
AXP: American Express "Feel Good" about the US Consumer, Raises EPS Guidance
(NYSE:AXP) American Express Q2 FY24 Results
Jul 24
•
Conor Mac
14
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AXP: American Express "Feel Good" about the US Consumer, Raises EPS Guidance
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Yield Curve Chart
Knocking a top 10 requested feature off the list
Jul 23
•
Conor Mac
25
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Yield Curve Chart
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BRBY: New CEO & Yet More Bad News for the Troubled Retailer
(LON: BRBY) Burberry Q1 FY25 Trading Update
Jul 15
•
Conor Mac
32
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BRBY: New CEO & Yet More Bad News for the Troubled Retailer
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KRUS: "Sucker Punch"
(NASDAQ:KRUS) Kura Sushi US Q3 FY24 Results
Jul 12
•
Conor Mac
15
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KRUS: "Sucker Punch"
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Peter Lynch Charts
Plus: Volume Profiles, VWAPs, Shareable Screens, and Price Transformations
Jul 9
•
Conor Mac
37
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Peter Lynch Charts
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MEX: Tortilla MG Roll-Up Biggest European Competitor
(LON:MEX) Tortilla MG Acquire French Operator, Fresh Burritos, in €3.95 million deal
Jul 5
•
Conor Mac
8
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MEX: Tortilla MG Roll-Up Biggest European Competitor
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