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| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 631 | Founded | 5 years ago | Last Issue | 17 days ago |
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librariancapital.substack.comLatest Issues
Imperial Brands: Less Than 9x P/E Again after H1 FY26 Results
Shares back to the level a year ago, and much “cheaper” than Altria or BAT.
Highlights
Sage: H1 FY26 Results (Quick Note)
Unambiguously strong results, with no sign of AI disruption, but trailing P/E is still ~20x.
Sage released its results for H1 FY26 (ending March 31) on Thursday. Sage shares have fallen slightly (1.1%) in the subsequent two days, but finis...
Intuit: Q3 FY26 Results (Quick Note)
There were surprises, but overall growth was solid and we believe the 20%+ price decline is wrong.
Intuit released Q3 FY26 (February-April) results overnight; shares are down 20%+ (at ~$306) at the time of writing, which means they have ro...
Zoetis: Q1 2026 Results; Downgrade to Neutral (Quick Note)
Shares fell 26% in 2 days as our worst fears came true; P/E is now 12x, but still not cheap enough.
Zoetis released Q1 2026 results yesterday (Thursday, May 7). Shares finished the day down 21.5% and fell another 5.1% today, which means th...
Diageo: Q3 FY26 Update (Quick Note)
The turnaround story has not changed, despite the eye-catching 9.4% sales decline in North America; ~13x P/E.
Diageo released its Q3 FY26 sales update (for January-March) yesterday (May 6). American Depository Receipts (“ADRs”) closed up 5...
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The writers behind this newsletter.
Investing & stocks. Former Buy Sider in search of ideas, contacts & capital. Not financial advice. I may be long/short names mentioned. Twitter: @LibrarianCap. Website: www.librariancapital.com
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