Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Equity Bottom-Up

<ul><li>It was hard to imagine a worse first quarter for Burberry.</li><li>At a time when investors were desperate for some positive news following a torrentially bad fiscal 2024, Burberry’s Q1 trading update emphasised a “luxury market that is proving more challenging than expected” with the weakness highlighted coming into FY25 having “deepened” .</li><li>Retail revenue for the quarter of £458 million came in 22% below the prior year.</li></ul>

It was hard to imagine a worse first quarter for Burberry.At a time when investors were desperate for some positive news following a torrentially bad fiscal 2024, Burberry’s Q1 trading update emphasised a “luxury market that is proving more challenging than expected” with the weakness highlighted coming into FY25 having “deepened” .Retail revenue for the quarter of £458 million came in 22% below the prior year.

BRBY: New CEO & Yet More Bad News for the Troubled Retailer

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Luxury sector experiencing challenges after period of record-high growth</li><li>Key players like LVMH, Hermes, and Richemont facing corrections in share prices</li><li>Burberry facing short thesis due to concerns about navigating changing market dynamics</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share pricesBurberry facing short thesis due to concerns about navigating changing market dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Coca-Cola Europacific Partners / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).</li>
<li>Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).
Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.


Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.</li>
<li>We see up to three M&amp;A-related intra-review changes in the next few months.</li>
<li>Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.
We see up to three M&amp;A-related intra-review changes in the next few months.
Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.


Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from Superfluous Value

Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.

But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.

I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.

Please feel free to come along on the journey.

Contrarian Deep-Dive into the Markets

Thematic (Sector/Industry)

<ul><li>The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.</li><li>But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.</li><li>Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.</li></ul>

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.

United Kingdom

Burberry Group PLC is a global luxury brand with British heritage, core outerwear, and large leather goods base. The Company designs and sources apparel and accessories, selling through a diversified network of retail, digital, wholesale, and licensing channels worldwide.

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Burberry (BRBY LN)

BRBY: New CEO & Yet More Bad News for the Troubled Retailer

It was hard to imagine a worse first quarter for Burberry. At a time when investors were desperate for some positive news following a torrentially...

Investment Talk

Burberry (BRBY) - Sunday, Mar 31, 2024

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share...

Value Investors Club

Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

Today is the base date for rankings. The index changes will be confirmed after market close tomorrow. There could be multiple regular ADDs/DELs and...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

Most of the names leading the race for F250 addition have more than 10x ADV to trade and some of these names could get added on an intra-review basis.

Janaghan Jeyakumar, CFA

Noteworthy UK Carnage

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.

Superfluous Value

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