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...
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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....
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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...
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LT Foods: Riding the Change in India's Food Shopping Trends
LT Foods - an established Indian player in the branded staples segment - has benefited from strong growth in demand for packaged food in the...
735 Views
Hain 2017 Result Call, AMZN + Impact & Logic of Potential Takeouts
On 30 (29) August Hain Celestial Group Inc (HAIN US) CEO Irwin Simon & Team detailed results and spoke to analysts, while also discussing...
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