Sweet Stocks
Alex SweetInternational equity write-ups
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | sweetstocks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Campari update – after the profit warning
Running update. It’s good to be back after my running break. I completed 58 yards / 242 miles in the backyard ultra championship, which got me second place in the UK team. A full race report is here.
Robert Half and the recruiters – hired or fired?
Podcast episode. Many thanks to Jeremy McKeown for hosting me on his In The Company of Mavericks podcast. I greatly enjoyed our conversation, which covered Sweet Stocks, investing philosophy, 4imprint, YouGov, Loungers and running backyard ...
UPDATE: Web Travel Group and Webjet Group post demerger
Programming note: in a departure from normal practice, this week’s post updates on a past write-up, something that will become necessary on occasion as time passes and significant changes take place. Normal service should be resumed with a ...
Borregaard – an economic castle protected by an unbreachable moat
Many thanks to Alastair Kendall for suggesting in the comments to my Croda write-up that I take a fresh look at Borregaard.
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Authors
The writers behind this newsletter.
Equity fund manager, analyst and CFA charterholder with 18 years' experience. Publishing one high quality equity write-up weekly. Most recently PM at Highclere, managing their flagship international small cap fund. Previously at Bernstein.
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