Kraft Heinz Co - Investment Thesis
Inflationary pressures and high shipping costs have hit food companies across the globe and Kraft Heinz is no exception to this rule. Kraft Heinz...
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Monde Nissin IPO - Might Not Be a High Flyer but Worth the Ride, Quorn Tastes Good
Monde Nissin aims to raise around US$1bn in its Philippines IPO. It has two main businesses: Food and Beverage, which sells instant noodles, and...
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Monde Nissin Pre-IPO - Not Cheap but Sensible
Monde Nissin aims to raise around US$1bn in its Philippines IPO. It has two main businesses: Branded Food and Beverage Business, which sells...
706 Views
Kraft Heinz: I Am Still Skeptical About This Warren Buffett's Favorite
Kraft Heinz had been a very good performer over the past few months. While this is definitely good news for shareholders, there are some...
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Monde Nissin Pre-IPO - Thoughts on Valuation
Monde Nissin (MNC), a food manufacturer in the Philippines, aims to raise around US$1bn in its Philippines IPO. In this note we talk about earnings...
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