Diageo PLC: Slide Continues as UK Funds Cut Stakes
UK fund managers are continuing to reduce their positions in Diageo. The percentage of funds invested in Diageo and the average weight in UK...
246 Views
Global Stock Positioning: MSFT Dominates, Mag7 Record U/W, Apple Inflows, Tobacco Uninvestable?
The latest in stock-level investor positioning among over 300 active Global funds. We explore the AI boom, key over/underweights, Tobacco's...
363 Views
elf Beauty Inc - STCB: 2Q Review: Adding Costco, Planning for the Future, Reiterate Buy
We are reiterating our Buy rating and $0.25 price target, but reducing our projections after Starco Brands posted a lower than expected 2Q24 and...
247 Views
elf Beauty Inc - STCB: 2Q Preview: Putting the Building Blocks Together; Reiterate Buy, PT
We are reiterating our Buy rating, price target and projections for Starco Brands with the company announcing 2Q24 (June) results after the close...
194 Views
elf Beauty Inc - STCB: 2H Signposts; Building for a Better Tomorrow; Reiterate Buy, $0.25 PT
We are reiterating our Buy rating. $0.25 price target and projections for Starco Brands as we look at key trends for 2H24 and beyond. We believe...
191 Views