Recital
Anthony YiuAnthony Yiu's thought process in making investment decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 62 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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recital.substack.comLatest Issues
Three in the Morning, Four at Night
朝三暮四
zhāo sān mù sì
“three in the morning, four at night.”
Twenty-three centuries ago, in the Zhuangzi, a keeper of monkeys announced he would feed his troop three chestnuts each morning and four each night. The monkeys rose in...
Tobacco Sector Bi-weekly Tracker 26-05-28
I. Snapshot
The France pouch ban is a BAT problem, not a PMI problem. France’s classification of nicotine pouches as toxic substances, with criminal penalties for sale and possession, was widely reported as a “ZYN ban.” This framing is...
Tobacco Sector Bi-weekly Tracker 26-05-13
I. Snapshot
- Imperial H1: The Guidance Gap Is Real
Imperial Brands H1 2026 results (12 May)
Imperial reported H1 2026 AOP growth of 0.6% at constant FX against a full-year guidance of 3–5%. Management identifies more than £50m of...
Tobacco Sector Bi-weekly Tracker 26-04-30
I. Snapshot
Altria Q1 2026 earnings
MO Q1 2026 earnings release and call (April 30)
Adjusted EPS of $1.32 came in 6% above consensus on multiple, partially offsetting drivers. Smokeable adjusted OCI grew 6.3% with margins expanding 7...
PMI's Q1 Beat and the Danger of a Single Story
In her 2009 TED Talk, the Nigerian novelist Chimamanda Ngozi Adichie warned of the danger of a single story — the way our minds reduce a complex reality to a single dominant narrative, and how that narrative, even when not untrue, becomes d...
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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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