DGEAF News and Press, Diageo Plc Ord From 01/20/21

Lindsell Train was established in 2000 by Michael Lindsell and Nick Train. Reflecting their experience, the business focuses predominantly on the management of UK, Global and Japanese equity mandates. Over the course of 2020 your Fund’s NAV was relatively resilient, compared to...

SPAC Action This Day: Pennies of risk and dollars of rewards. Profit from an up listing, new head, and broad mandate. But wait there’s more… A smokin’ pot arb spread. For further details see: Pot SPAC Getting High

I have always been fascinated by compounding returns and the power of time; it truly is the super power all of us have as investors. Given even modest resources, a person can transform from lower/middle class to wealthy within a generation. Self-control and delayed gratification a...

We review our Diageo investment case 4 months since our last update, and with key developments on currency, peers’ trading and COVID-19. While the pound has appreciated more than 5% against the dollar since September, we expect this to have limited impact on Diageo's earnings. ...

Diageo has an excellent portfolio with some of the best selling spirit brands in the world. The 2020 business was significantly impacted by the pandemic. All key measures show a serious performance decrease. Quick decisions for cost reduction, cash conservation and increased liqui...

Diageo is considered an anchor investment by many investors. Nevertheless, there are some points that currently make Diageo not a really good investment at the moment. I do not expect any significant dividend increases in the next few years. Fundamentally, there is also little ups...

Diageo is a British multinational beverage alcohol company that was formed in 1997 from the merger of Guinness Brewery and Grand Metropolitan. The company has a wide economic moat around its business due to different brands, but it has trouble growing its revenue. Having raised th...

As Warren Buffett notes, Berkshire Hathaway’s “built-in” diversification affords shareholders with a degree of safety in regard to their capital. In this report, I construct 2 variations of a model portfolio of large-cap, dividend-paying firms that mimic Berkshire...

Tweedy Browne’s 13F portfolio value increased from $2.51B to $2.58B this quarter. The largest five individual stock positions are Berkshire Hathaway, Alphabet, Johnson & Johnson, Cisco Systems, and Baidu, and they account for ~55% of the portfolio. Tweedy Browne increas...

Wallace Weitz's 13F portfolio value increased from $2.01B to $2.13B this quarter. The number of positions increased from 65 to 66. Weitz Investment Management increased Liberty Sirius XM, Charles Schwab, and Aon plc, while reducing Liberty Broadband, Alphabet, and Facebook. The to...