Recital
Anthony YiuAnthony Yiu's thought process in making investment decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
Read this Newsletter
recital.substack.comLatest Issues
BAT Capital Markets Day 2026: What Changed, What Didn’t
At the end of September I was in Winston-Salem for BAT’s Capital Markets Day. If you missed my previous article, it explains who I am and why I went.
This article took me longer than I expected. I wanted to compare this year’s event with t...
After BAT’s Capital Markets Day: Who I Am and Why I Went
BAT Capital Markets Day 2026, Winston-Salem, North Carolina
As I reflect on my U.S. trip, the word “gratitude” comes to mind. Special thanks to:
- All the retailers, wholesalers, and distributors in Chicago and North Carolina who spoke...
North Carolina Nicotine Field Trip: Tracking the Untracked Channel
If you come to my article looking for something proprietary, you hit the jackpot! I have asked every wholesaler, distributor, and retail shop that I visited whether any investment analyst has talked to you, asked you questions and taken pho...
Chicago Nicotine Field Trip: Tracking the Untracked Channel
Earlier this month I wrote that I would make a mini field trip to the U.S. to check what is actually happening on shelves. I have now finished the Chicago leg. North Carolina follows next week.
Over three days, 23–25 September, I visited 1...
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...
![90s.pm.investing [EN]](https://substackcdn.com/image/fetch/$s_!gwa6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F101bbd96-f32d-47f3-bb0e-9c76efa580c0_1054x1054.png)
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Recital.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for Recital?
You can find recent issues that have been published by Recital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Recital have?
To see how many people subscribe to Recital, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Recital?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Recital as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Recital?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Recital using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Recital?
Scroll up to where it says Related Newsletters to see other publications like Recital. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Recital?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.