Alex Sweet
@alexsweet.bsky.social
Active all cap equity investor. High quality write-ups at SweetStocks.substack.com
Sorry to hear, get well soon.
March 2, 2025 at 10:38 AM
Sorry to hear, get well soon.
ICYMI: my full 4imprint write-up from Feb'24 is at this link
sweetstocks.substack.com/p/4imprint-c...
sweetstocks.substack.com/p/4imprint-c...
4imprint – contrarian compounder
(FOUR.L, $2.0bn market cap, $2.7m ADVT)
sweetstocks.substack.com
January 21, 2025 at 2:12 PM
ICYMI: my full 4imprint write-up from Feb'24 is at this link
sweetstocks.substack.com/p/4imprint-c...
sweetstocks.substack.com/p/4imprint-c...
Indeed, management took a confident tone in the call.
If they do deliver >£90m adj EBIT in H2'25, then it likely implies decent upgrades to FY26E, where consensus is at £182m prior to any changes.
If they do deliver >£90m adj EBIT in H2'25, then it likely implies decent upgrades to FY26E, where consensus is at £182m prior to any changes.
December 5, 2024 at 11:09 AM
Indeed, management took a confident tone in the call.
If they do deliver >£90m adj EBIT in H2'25, then it likely implies decent upgrades to FY26E, where consensus is at £182m prior to any changes.
If they do deliver >£90m adj EBIT in H2'25, then it likely implies decent upgrades to FY26E, where consensus is at £182m prior to any changes.
PS I continue to hold it. ICYMI my write-up is at this link: sweetstocks.substack.com/p/watches-of...
Watches of Switzerland – time for the US
(WOSG.LN, $1.2bn market cap, $2.6m ADVT, 96% free float)
sweetstocks.substack.com
December 5, 2024 at 7:27 AM
PS I continue to hold it. ICYMI my write-up is at this link: sweetstocks.substack.com/p/watches-of...
Good point. I assume a global beverage co such as Coke that contributes across regions.
December 4, 2024 at 8:27 AM
Good point. I assume a global beverage co such as Coke that contributes across regions.
An innovative company. They're piloting a novel 'two-room' layout for pubs, with different rooms to suit different kinds of customers. Could it ever catch on?
December 3, 2024 at 7:58 AM
An innovative company. They're piloting a novel 'two-room' layout for pubs, with different rooms to suit different kinds of customers. Could it ever catch on?
Does anyone know how to make pictures rotate woth your screen in this place? Unlike on Twitter, in this place turning my phone horizontal doesn't make your exhibit display landscape, so it is illegibly small.
November 14, 2024 at 2:11 PM
Does anyone know how to make pictures rotate woth your screen in this place? Unlike on Twitter, in this place turning my phone horizontal doesn't make your exhibit display landscape, so it is illegibly small.