British American Tobacco: H1 2025 Pre-Close Update (Quick Note)

Intuit: High Growth, High P/E; Up 14% Since Q3 FY25 Results

Chris Hohn Interview by Nicolai Tangen (Full Transcript)

Imperial Brands: CEO Exiting on a Top after H1 FY25?

Procter & Gamble: Resilient Blue Chip, Early Observer of Slowdown

Zoetis: Q1 Reassured on New Competitors, Librela & Tariffs

Librarian Capital's Monthly Letter - April 2025

Philip Morris: Structural Growth Continuing in Q1; Likely Trump-Proof

Alphabet: Still Solid Growth in Q1; Just 20x 2024 EPS

Otis: 2025 Outlook Maintained Despite Tariffs, Weaker Macro

L’Oréal: Resilience Continued in Q1 2025

Librarian Capital's Monthly Letter - March 2025

Fever-Tree: ~20% Rebound on EBITDA Expectations … and Margot Robbie?

Home Depot: 19% Down from Peak, But Weak FY25 Guide Still Too Rosy

Spirax: Weak Markets Trumped “Quality” in 2024, May Again in 2025

Rightmove: Returning to 52-Week High After 2024 Results

Brown-Forman: 10% Bounce, Recovery Still to Come After Q3 FY25

Greggs: ~14x 2024 EPS After Results, Mid-Term Upside Outweighs 2025 Risks

Librarian Capital's Monthly Ranked Top Buys - February 2025

Croda: Cyclical Headwinds Receding, ~23x Trough EPS

L’Oréal: Steady as She Goes After Solid Finish to 2024 and CAGNY

Zoetis: Strong 2024 Finish, Confusing 2025 Outlook?

British American Tobacco: 2024 Results Punctured Post-Election Euphoria

Diageo: 5-Year Low after Better H1 FY25, Likely Too Pessimistic

Philip Morris: Up 60%+ in the Past Year; Further Gains Likely