Below are the links to my thoughts on various stocks throughout April. These include Greggs, Novo Nordisk, Imperial Brands, Ferrari, Disney, Palantir, and BYD.
Greggs: https://fatalpha.substack.com/p/sausage-rolls-on-sale
Novo Nordisk: https://fatalpha.substack.com/p/has-novo-nordisk-lost-enough-weight
Imperial Brands: https://fatalpha.substack.com/p/accounting-for-the-decline-in-smoking
Tobacco Industry (vs IMB): https://fatalpha.substack.com/p/tobaccos-elephant-in-the-room
Ferrari: https://fatalpha.substack.com/p/ferrari-flying-off-a-cliff
Disney: https://fatalpha.substack.com/p/will-the-mouse-be-cut-to-pieces
Palantir: https://fatalpha.substack.com/p/is-crime-snatcher-palantir-with-it
BYD: https://fatalpha.substack.com/p/is-byd-the-only-game-in-town
Leave a Reply