DGEAF News and Press, Diageo Plc Ord From 05/04/21

The company is well-positioned for a head-start with new executives, divestiture of unprofitable brands, and reduction of overhead expenses. New executives are experienced in the beverage industry and focus on the company's high-margin brands and canning business. Their brands enj...

The Boston Beer Company has seen exceptional growth from products such as Truly Hard Seltzer and Twisted Tea. Although the company has seen 600% returns in the last 5 years, it isn't overpriced due to the high growth potential that analysts expect going forward. It has room to imp...

March 2021 was my best dividend income month yet. My passive income was up 13.6% y/y during March. My portfolio's total return during March was 3.47%. For further details see: Nicholas Ward's Dividend Growth Portfolio March 2021 Review

Tweedy Browne’s 13F portfolio value increased from $2.58B to $2.95B this quarter. The largest five individual stock positions are Alphabet, Berkshire Hathaway, Baidu, Johnson & Johnson, and Cisco Systems, and they account for ~56% of the portfolio. Tweedy Browne added A...

Gardner Russo & Gardner’s 13F portfolio value increased from $10.29B to $11.02B. Russo decreased MasterCard while increasing Comcast Corp during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~41% of the portfolio. ...

Wallace Weitz's 13F portfolio value increased from $2.13B to $2.35B this quarter. The number of positions increased from 66 to 67. Weitz Investment Management increased Aon plc, CarMax, and Fidelity National Information Services, while reducing Charles Schwab, Thermo Fisher Scientific...

Diageo PLC (DEO) Q2 2021 Results Conference Call January 28, 2021 04:30 AM ET Company Participants Ivan Menezes - CEO Kathryn Mikells - CFO Presentation Ivan Menezes Good morning, everyone. I'm pleased to announce our financial results for the first half of fiscal '21. We have returned to top...

The following slide deck was published by Diageo plc in conjunction with their 2021 Q2 earnings call. For further details see: Diageo plc 2021 Q2 - Results - Earnings Call Presentation

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. Companies with activities directly curtailed by COVID controls have been thwacked, w...

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...