Devin LaSarre on X
Another step closer to the jungle. $BTI $HAYPP https://t.co/VlVfY3V15P https://t.co/wXHpbQPkwP
Sector
Consumer Staples
Everything our editor has picked under this sector, best first.
243 stories
Devin LaSarre on X
One more step closer to the jungle $PM $HAYPP https://t.co/3YnhLXaDUK https://t.co/zylLEhVir8
Devin LaSarre on X
Newest out. Scandinavian Tobacco Group: What If? "Q1'26 note." $STG $PM $BTI $IMBBY $MO $HAYPP https://t.co/mJsE8iJhfY
Glow Lifetech ($GLOW.C) FINS Review
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
Devin LaSarre on X
Newest out. Imperial Brands: Solemn "H1'26 note" $IMBBY $LOG $PM $BTI $MO $STG $HAYPP https://t.co/I4RBnYWMGS
Devin LaSarre on X
Newest out. Haypp Group: Engine for the New Environment "Q1'26 note" $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/6y7UXlUF9s
Devin LaSarre on X
Newest out. Altria: An Oral History "Q1'26 note" $MO $PM $BTI $IMBBY $HAYPP $STG https://t.co/eeDaXkTgn3
Altria: An Oral History
Altria's Q1 2026 revenue rose 3.2% and adjusted EPS 7.3%, while oral tobacco share fell to 29% amid nicotine-pouch competition and a long…
Quick Value #313 - Magnum Ice Cream (MICC)
Magnum Ice Cream (MICC), spun off from Unilever, trades at 13x NTM earnings and 8x EBITDA as its 3 million-freezer fleet supports a 2-3…
Connor Haley on X
This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight specific steps management can take to help close the discount to intrinsic value. Press release: https://t.co/gggqD1X7vZ Full deck: https://t.co/ZHKQmeWhmO
Devin LaSarre on X
Newest out. Philip Morris International: Centered "Q1'26 note" $PM $BTI $MO $IMBBY $HAYPP $STG https://t.co/QWIjmx81rA
Devin LaSarre on X
Newest out. Imperial Brands: An Ode to Zero "April Trading Update note" $IMBBY $LOG $PM $BTI $MO $STG $HAYPP https://t.co/RkLxSWZa64
Capitulation in packaged food consumer staples?
Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…
Cracks in the Coconuts: Why Vita Coco’s ($COCO) Growth Narrative is Spoiling
Vita Coco’s growth narrative is deteriorating, supporting a short thesis on COCO.
Portfolio Update March 2026
Portfolio adds Nomad Foods and Judges Scientific, increases Constellation Software, trims Roper, and exits UnitedHealth after a 4.57% March…
Alta Fox PBH CN Presentation
Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…
Global Spirits: Q425 Earnings Update
Campari posts three consecutive quarters of accelerating organic sales growth while Diageo and Pernod face deleveraging pressure, with…
An OTC Liquidation With 24% IRR
Golden Growers Cooperative's $81 million sale of its corn mill stake to Cargill is set to fund a roughly $6.20-per-unit liquidation…
Nomad Foods - The Yield Machine
Nomad Foods combines leading European frozen-food brands with a high dividend yield, buybacks and decade-low valuation, while private-label…
Portfolio Update January 2026
DInvests sold Thermo Fisher, Dollar General, Dollar Tree and Edwards Lifesciences, then bought Pool Corp and Kraft Heinz while adding to…
How We Made 233% Trading a Starbucks Condiment Bar
A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…
Mispriced Kalshi Contract: Condiment Bar
Kalshi’s 76% contract price for Starbucks saying “condiment bar” on its next earnings call exceeds a transcript-based estimate of 31.6%.
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Little Owl Research on X
Last week $RAVE put up +22% EPS on 8% SSS growth in a miserable operating environment. Pizza Inn AUV is approaching $1.4m. There are 12 new units expected to come online in FY26, and 31 franchisee agreements in the pipeline, starting from a base of 79 units. They currently have $10.4m in cash and no debt. The enterprise value is $32m. The earnings yield to enterprise value (excluding interest income) currently sits at 8% at a time when the 10-year yields 4.10%. If you want to learn more about the company, I highly recommend listening to the interview CEO Brandon Solano did with Bloomberg in early September. https://t.co/HP7g083zHN
