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2023-05-04 04:30:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund gained 3.75% (Institutional Shares) during the first q...
2023-04-25 05:59:51 ET Summary British pub chain Wetherspoon has passed pre-pandemic revenues and is profitable again. I think its business model is unsurpassed and it stands to gain not lose from a contracting pub sector. The shares are up over half in 2023 but still look che...
Uncertainty about lockdowns continues to plague the U.K. hospitality sector. Pub operator J D Wetherspoon has fallen sharply since my positive June note. Its recent results were bad and there are reasons to avoid the name. However, I think its strong operating model and resili...
Wetherspoon reported a loss in its preliminary results for the first time in over 30 years. These results are representative of the struggle so many UK businesses are facing right now. I do not see this dip as an opportunity to buy just yet. For further details see: J D ...
British pub chain operator J. D. Wetherspoon offered the market a trading update on Monday. Trading is Creeping Back to Normal Levels The company now has 844 of its 873 pubs. It has not yet reopened all of its sites at airports or stations, where footfall remains severely diminished as...
Introduction The pub is well known as core to British social life, but a lot of British people are currently suffering at home without the option to go to the pub, a key social location. In coming weeks, as lockdown restrictions ease, this will change. Thesis Many people in the Briti...
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in 2020. In recent weeks, stock markets around the world have crashed as a direct result of the coronavirus pandemic. In most corrections and market crashes, divi...
The following segment was excerpted from this fund letter . JD Wetherspoon (JDWPF) [JDW:LSE] Cheap : Strong performer acquired at a 6%, growing free cash flow yield. Owner-operator : Tim Martin owns 31% of the shares, excellent capital allocator. Disclosures : Simple business...
I hope you had a nice holiday season. I thought I'd start the year by sharing my Q4 letter. Please see our disclaimers . The version below is edited for length and omits a few names discussed in the original. Fourth Quarter 2019 January 2, 2020 Dear Partners, I'm happy to report t...