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2024-07-19 06:35:00 ET Summary Q2 started strong but ended on a difficult note. Despite headwinds from Upslope’s regular style biases (overweight defensives, midcaps, Europe, and value), the environment remains promising. It was a busy quarter, as the Fund exited several lo...
2024-05-08 12:01:57 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investible candidates that may b...
2024-04-26 10:40:00 ET Summary Hershey should be able to navigate the cocoa crisis better than smaller competitors due to its scale and experience. While Hershey has some diversification outside of chocolate, its chocolate offerings contain relatively lower amounts of cocoa and se...
2024-04-26 10:25:00 ET Summary Switzerland-based Barry Callebaut is the biggest chocolate company Americans have never heard of. By far the most important factor weighing on shares today is daily updates in the financial and mainstream press on cocoa prices. We don’t kn...
2024-04-24 06:45:00 ET Summary Upslope Capital Management is a Colorado registered investment adviser. Upslope's core investment approach is a concentrated, long/short equity strategy, focused on mid-cap businesses. Q1 was a solid quarter for Upslope’s defensive strategy - ...
2024-04-17 01:50:40 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2024-04-10 13:58:02 ET Barry Callebaut AG (BYCBF) Q2 2024 Earnings Call Transcript April 10, 2024 04:00 AM ET Company Participants Sophie Lang - Head of Investor Relations Peter Feld - Chief Executive Officer Peter Vanneste - Chief Financial Officer Confere...
2024-03-26 06:49:23 ET It's not only Sonny the Cuckoo Bird, but traders these days cannot get enough chocolatey goodness. Supply shortages saw cocoa futures ( CC1:COM ) surge well past the $9,000 per ton level on Monday as a record rally that started in early 2023 shows no sign of l...
2024-03-11 08:22:37 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2024-02-09 02:51:35 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...