Sitemap - 2024 - Investment Talk
AXP: American Express "Feel Good" about the US Consumer, Raises EPS Guidance
BRBY: New CEO & Yet More Bad News for the Troubled Retailer
MEX: Tortilla MG Roll-Up Biggest European Competitor
Is Abercrombie & Fitch Cool Again?
Stock Picking with a Rifle, Ferrari, Druckenmiller's Nvidia Bet, & A Very Long Hill
The 200 Year Old Champagne Maison You've Never Heard Of
A Masterclass with Bill Miller
How Aperol Made a Splash in the Campari Portfolio
MEX: CEO Succession and Franchise Focus
The Case for Quality, The Folly of Multiples, and Forensic Accounting
Why Lululemon isn’t Under Armour
LULU: "Next Under Armour" as Lululemon Forecasts Revenue Deceleration
MC: Soft Aspirational US Consumer Weighs on Results
ATG: Sleight of Hand with Downgraded Organic Revenue Guidance
15 More Ideas from Seth Klarman’s Margin of Safety
15 Ideas from Seth Klarman’s Margin of Safety
KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps
My Portfolio: What We've Been Building
Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold
Health, Wealth, and Everything In Between
Is Chipotle Squeezing too Hard?
CMG: Squeezing the Consumer a Little Too Much?
AXP: Gen Z / Millennial Overtakes Boomers in US Card Spend
META: Concludes Year of Efficiency with a Bang
MC: LVMH Concludes 2023 on a High Note
Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass
GRG: Greggs Hints at Strong Year End
BRBY: Second Profit Warning in 3 Months for Burberry