General Mills Inc. - Investment Thesis
General Mills had a decent quarter and performed above expectations in a dynamic and challenging environment. In the coming quarters, the raw...
18 Views
General Mills Inc. - Invt Thesis
General Mills had a decent quarter and managed to surpass Wall Street expectations despite inflationary woes. However, General Mills should see an...
15 Views
Beyond Meat: Going Far Beyond Its Valuation
Since our previous insight on Beyond Meat, Beyond Meat: Still Some Meat Left the stock has surged more than 100% to reach over $168.10 per share....
669 Views
U.S. Equity Strategy: Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
592 Views
Wilmar: China Listing at ~20x Might Prove Too Optimistic.
INVESTMENT VIEW: Management sounded confident that they could list its China operations at ~20x PER and unlock value in Wilmar International (WIL...
538 Views