Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
Pumped about this Well upgrade of $REAL. We've been long and strong this one since a buck. Don't need to rethink my thesis until it's over $10. Quad 2 will likely take it there...It's got the hot hand right now.
After years things are finally happening at shitco $UDFI. Just before the AGM in which NexPoint would have kicked out the incumbent trustees the company announces a deal with $RC to be bought for ~$5.89/share.
Idea Brunch with @Putzandshorts of ARR Investments Christian is one of the most impressive and untraditional investors we interviewed and share a great pitch on $EH
Rich Howe hosted me on his new podcast. We talked about some of the spin-offs I've invested in: $VRTS, $JXN, & $VOYA.
My quarterly investor letter went out a few weeks ago. I wrote a brief investment thesis on $CBNA, a recent IPO. It is a small bank with an excellent, low-cost deposit franchise trading just above tangible book. DM me your email address to receive a copy of the letter.
@Ron284Ron From obscure micro-cap to S&P 500 constituent. Impressive run, and for me the first time to see this happen. $TPL #noposition #sadly
Yes, $HELE just paid $225mm and levered up to buy a nail polish company. 11x EBITDA, when HELE trades at 7x. But don't worry, this will work out just great!
@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…
HNRG · long
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…
Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…
Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…
CareCloud’s Q3 revenue rose 9% through acquisitions but fell 8% pro forma; the RCM consolidator targets 25–30% margins by shifting acquired…
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