β ππ€π‘πππ£π πΏππ«ππππ£ππ¨ ππ€π§ πππ¨π¨ππ«π ππ£ππ€π’π β
π Monthly Update
Hi all,
This week has been a great one to end January so far. We've had several companies reporting earnings yesterday and today, with $BAG.L (A.G. Barr PLC) and $SBUX (Starbucks Corp) leading for the portfolio so far.
Starting with $SBUX, the stock has climbed to new highs after posting a strong earnings report, with the βtransformation planβ showing positive signs. This is linked to several factors within the transformation plan, including initiatives such as menu innovation, digital acceleration, and expansion into new markets. The stock is up 8% this week and our overall position is now up 20%
For $BAG.L , the stock price has been pulling back after hitting new highs (but not quite reaching our fair valuation price target). Still, the earnings release was stronger than expected as well, with 2024/2025 revenue projections increasing to Β£420m ( up from Β£400m last year).
Funnily enough, this exactly matches our βbase caseβ prediction that weβve been modelling (for a target price of Β£7 per share).
Take a look at my pinned post to learn more about my investment strategy, which combines value and dividend investing to generate steady income with significant potential for growth! ππ°π
βββ... Show More
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Wed Nov 12 2025 19:39:09 GMT+0000 (Coordinated Universal Time)
