Sitemap - 2024 - Sweet Stocks
Campari update – after the profit warning
Robert Half and the recruiters – hired or fired?
UPDATE: Web Travel Group and Webjet Group post demerger
Borregaard – an economic castle protected by an unbreachable moat
Watches of Switzerland – time for the US
NCAB – a near-shoring picks and shovels play
Goldwin – scaling The North Face
Campari – painting the town orange
Loungers – growth at a very reasonable price
USS – Japan’s car auction winner
Viva Energy – retail transformation story at 10x P/E
Jack Henry & Associates – a core holding
Iwatani – much better than it looks
Griffon, Sanwa and late onset pricing power in the US overhead garage door market
Bekaert – elevated quality at 8.2x P/E
Chemist Warehouse & Sigma Healthcare – a very special situation
Daiwabo - wholesale excellence
Spirax-Sarco – new competitive threat
Sweet Stocks hits 500 subscribers - thank you!
Saia and Old Dominion - keep on rolling
SITC – the Ryanair of container shipping stocks
Barry Callebaut – a tasty opportunity
Vita Life Sciences – healthy returns
Kobe Bussan – hard discount winner
Cool America? Beijer Ref’s entry into US HVACR wholesale
Tapping America: Reece and the race to consolidate US plumbing wholesale
Casey’s General Stores – well-fueled growth?
Welcome to all new subscribers
4imprint – contrarian compounder