Librarian Capital's Research Library
Librarian CapitalInstitutional-grade research, at retail prices.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 643 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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librariancapital.substack.comLatest Issues
Rightmove: Weaker Market, Same Strengths, More Buybacks
Shares continuing to rebound despite guidance being cut with H1 results, and are still cheap at ~15x P/E.
Highlights
BAT: Two Steps Forward, Many Steps Back
Revenues grew 220% in U.S. Modern Oral and 20% in U.S. Vapour in H1, but shares fell for good reason.
Highlights
Altria: The Clock Ticks More Loudly
Q2 headlines were fine, but there were bad news beneath the surface and elsewhere.
Altria released Q2 2026 results on Thursday (July 30). Shares finished down 9.3% and were flattish (+0.6%) on Friday:
Greggs: H1 2026 Results
Shares jumped 18.5% after earnings grew 20%, but both may be disconnected from fundamentals.
Greggs released H1 FY26 results yesterday (July 29); shares jumped 18.5%, to a level last seen in June 2025:
Croda: H1 2026 Results
Sales growth accelerated to 8.8% in Q2 and shares bounced, like they did after Q1 results.
Croda release H1 2026 results yesterday (July 28). Shares have risen 10.1% in the past 2 days, essentially returning to the last peak reached after...
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Authors
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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