Letters by company

Rémy Cointreau SA

1 letter discussing REMYF. Everything written about it on this site is on its ticker page.

Latitude Investment Management Latitude Global Fund Q225 Commentary Latitude Global Fund uses AutoZone as a precedent for retaining businesses through disruption narratives, then doubled Dollar Tree after its Family Dollar sale improved the balance sheet and capital-allocation case. It continues to hold Diageo, arguing that spirits-volume weakness may reflect channel inventory reductions rather than permanently weaker consumer demand. Q225 DLTR $22BAZO $47BDEO $47B