Recital
Anthony YiuAnthony Yiu's thought process in making investment decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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recital.substack.comLatest Issues
PMI and Imperial Brands at Barclays 2026: Two Companies, Two Different Questions
PMI and Imperial Brands recently participated in the Barclays Consumer Conference. Please find below the key takeaways from the conference, followed by my verdicts.
Philip Morris International — 10 key messages
Jacek Olczak | September...
Quick Update - VUSE Pro launch in the U.S.
BAT recently launched VUSE Pro in the U.S. on a limited scale. One week into the launch, I analyzed some useful Reddit reviews using AI to extract consumer insights and foresight. Below are links to the Reddit discussion threads.
https://w...
Smoore International: interim results presentation 2026
“This is the paradox of historical knowledge. Knowledge that does not change behaviour is useless. But knowledge that changes behaviour quickly loses its relevance. The more data we have and the better we understand history, the faster hist...
Diageo: What Changes, What Doesn't
I had a different article planned. After Diageo’s capital markets day on 6 August, I intended to write the obvious piece — a close reading of Sir Dave Lewis’s new strategy against the one Sir Ivan Menezes laid out in November 2021, with a v...
BAT: How Many Cigarettes Is a Vape Pod Worth?
Yesterday I published a chart in the article BAT H1 2026: The Price of Converting an American Smoker, comparing what British American Tobacco earns from a pack of cigarettes sold in America with what it earns from the pouches and pods repla...
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Authors
The writers behind this newsletter.
CFA charterholder driven by a lifelong passion for investing. 'Recital' is where my rigorous analysis explores value in resilient and often-misunderstood sectors. Here, I look for the stories behind the numbers.
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