Recital
Anthony YiuAnthony Yiu's thought process in making investment decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 3 years ago | Last Issue | 44 hours ago |
| Active | |||||
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recital.substack.comLatest Issues
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...
BAT H1 2026: The Price of Converting an American Smoker
British American Tobacco reported a decent first half wrapped in a story with more moving parts than explanations. The American business carried the period: U.S. revenue up 8.5% at constant rates, Velo Plus tripling, Vuse back to double-dig...
PMI Q2 2026: The Growth Engine Holds, and VEEV's Rise Isn't a Product Story
PMI’s growth engine — heated-tobacco volume, cigarette pricing, and the operating leverage both produce — looks intact this quarter. The two things that read like cracks, a slower IQOS quarter and unchanged full-year guidance, turn out on c...
The No List: Initiating Coverage on RLX Technology (NYSE: RLX)
The setup
I have never found much use in the question “what happened?” The more useful question, always, is what the people running the business chose to do about it — and, just as tellingly, what they refused to do. The historian Phil...
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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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