Insider Stocks · For members
An entry from my investing journal, for members.
Global liquor conglomerates like Pernod Ricard have historically come attached with premium valuations because of their high margins and brand powers. The opportunity that caught my eye is Pernod Ricard from France. It currently trades at one of its most modest valuations in the recent decade, with a price-to-earnings (PE) ratio lingering in the mid-teens. […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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