Sweet Stocks | Alex Sweet | Substack

Chemist Warehouse & Sigma Healthcare – a very special situation

(SIG.AX, market cap USD1.4bn today / USD9.5bn implied post-merger, USD8.2m ADVT, free float 100% today / 47% post-merger)

May 13 •

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Barry Callebaut – a tasty opportunity

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Croda – time to restock

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SITC – the Ryanair of container shipping stocks

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Daiwabo - wholesale excellence

(3107.T, $1.6bn market cap, $8m ADVT)

May 6 •

Spirax-Sarco – new competitive threat

(SPX.L, $8.3bn market cap, $22m ADVT, 100% free float)

Apr 29 •

Sweet Stocks hits 500 subscribers - thank you!

Including links and updates on the 12 company write-ups published to date

Apr 25 •

Saia and Old Dominion - keep on rolling

(SAIA, $13.7bn market cap, $149m ADVT, 100% float)

Apr 22 •

SITC – the Ryanair of container shipping stocks

(1308.HK, $5.3bn market cap, $16m ADVT, 48% float)

Apr 15 •

Barry Callebaut – a tasty opportunity

(BARN.SW, $7.5bn market cap, $20m ADVT, 65% free float)

Apr 8 •

Vita Life Sciences – healthy returns

(VLS.AX, $86m market cap, $20k ADVT, c.30% free float)

Apr 1 •

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