Mentions55
Posts29
Latest post15 Oct 2026
Woolworths Group LimitedFT finally wakes up to Sazerac, Pernod’s results were weak, bro-15 Oct 2026
MGP Ingredients, Inc.FT finally wakes up to Sazerac, Pernod’s results were weak, bro-15 Oct 2026
Pernod Ricard SAFT finally wakes up to Sazerac, Pernod’s results were weak, bro-15 Oct 2026
Berentzen-Gruppe AktiengesellschaftFT finally wakes up to Sazerac, Pernod’s results were weak, bro-15 Oct 2026
Burberry Group plcBurberry, Browns, oh my-14 Oct 2026
Pernod Ricard SABurberry, Browns, oh my-14 Oct 2026
Brown-Forman CorporationBurberry, Browns, oh my-14 Oct 2026
MGP Ingredients, Inc.Has Sazerac played Brown Forman and Pernod off against each other?-12 Oct 2026
Berentzen-Gruppe AktiengesellschaftHas Sazerac played Brown Forman and Pernod off against each other?-12 Oct 2026
EBOS Group LimitedLodestone, plus, a special hard-hitting investigation-11 Oct 2026
Prada S.p.A.Miu Miu superiority-6 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEMiu Miu superiority-6 Oct 2026
WiseTech Global LimitedHas Fisher’s Barramundi found itself on the line?-5 Oct 2026
Xero LimitedHas Fisher’s Barramundi found itself on the line?-5 Oct 2026
LVMH Moet Hennessy Louis Vuitton SELVMH’s Desire Problem-2 Oct 2026
Mainfreight LimitedThe IoD and me, and all the NZX directors, and everyone else-1 Oct 2026
MGP Ingredients, Inc.Now I’m #27 in finance my ego is bigger than Texas-29 Sept 2026
Brown-Forman CorporationCould Sazerac buy this tiny listed company?-27 Sept 2026
LVMH Moet Hennessy Louis Vuitton SEArnault’s succession plan, or, the consolidation of Christian Dior-25 Sept 2026
Christian Dior SEArnault’s succession plan, or, the consolidation of Christian Dior-25 Sept 2026
Berentzen-Gruppe AktiengesellschaftWhy Sazerac buying a tiny German company should scare the entire liquor industry-24 Sept 2026
WasteCo Group LimitedKathmandon’tcha wish your puffer was a jacket like me-24 Sept 2026
KMD Brands LimitedKathmandon’tcha wish your puffer was a jacket like me-24 Sept 2026
Hugo Boss AGHow Mike Ashley acquired Hugo Boss on the cheap-16 Sept 2026
Endeavour Group LimitedHow Mike Ashley acquired Hugo Boss on the cheap-16 Sept 2026
Steel & Tube Holdings LimitedSteel and Tube and the problem with Susan Paterson-14 Sept 2026
Winton Land LimitedWinton Watch: but the real game is Macquarie-11 Sept 2026
Laurent-Perrier S.A.An open letter to Mike Ashley-9 Sept 2026
KMD Brands LimitedAn open letter to Mike Ashley-9 Sept 2026
Brunello Cucinelli S.p.A.Wintour of our Discontent-8 Sept 2026
Compagnie Financière Richemont SAWintour of our Discontent-8 Sept 2026
Kering SAWintour of our Discontent-8 Sept 2026
Compagnie Financière Richemont SAXero’s rem report: who cares?-27 Aug 2026
LVMH Moet Hennessy Louis Vuitton SEXero’s rem report: who cares?-27 Aug 2026
Xero LimitedXero’s rem report: who cares?-27 Aug 2026
Brown-Forman CorporationBrown family poison-pen letters | Sukhinder needs to buy stock | Winton-25 Aug 2026
Spark New Zealand LimitedSpark results out: mediocre, weak, hardly worth getting out of bed for-20 Aug 2026
Hugo Boss AGDrastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Mastercard IncorporatedDrastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Visa Inc.Drastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Intercontinental Exchange, Inc.Drastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
S&P Global Inc.Drastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Universal Music Group N.V.Drastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Diageo plcDrastic Dave Cut Jobs | FMA Misses | UMG-19 Aug 2026
Prada S.p.A.Reformation is a terrible stock-16 Aug 2026
Compagnie Financière Richemont SAReformation is a terrible stock-16 Aug 2026
Reformation Inc.Reformation is a terrible stock-16 Aug 2026
Treasury Wine Estates LimitedHow to become a billionaire (hint: underperform for an even richer family)-14 Aug 2026
Xero LimitedD-Day for Drastic Dave at Diageo-7 Aug 2026
Diageo plcD-Day for Drastic Dave at Diageo-7 Aug 2026
Xero LimitedThe trouble with Xero's Sukhinder Singh Cassidy-6 Aug 2026
Prada S.p.A.Spark, Reefton, Prada (aaa)-4 Aug 2026
Spark New Zealand LimitedSpark, Reefton, Prada (aaa)-4 Aug 2026
Universal Music Group N.V.Reefton won't answer my questions | UMG had a shocker-2 Aug 2026
LVMH Moet Hennessy Louis Vuitton SEAnother crowdfunding dud | LVMH and Kering report results...the luxury recovery is not there yet-29 Jul 2026