andresr/E+ via Getty Images Introduction We review our investment case on Diageo PLC (NYSE:DEO) following a significant correction in its shares. The price of Diageo’s American Deposit Receipts (“ADRs”) has fallen by 23.0% (in USD) […]
AvigatorPhotographer/iStock via Getty Images With CPI numbers coming in hot for the month of May, and the Fed hiking rates by a surprise 75bps, the question remains whether supply side inflation is abating. We’ve seen […]
Brandon Bell/Getty Images News By Brian Nelson, CFA There are few companies in the world more recognizable than McDonald’s (NYSE:MCD). The fast food giant has dominated the quick service landscape for decades, and we still […]
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