Member Info for fatprofits

* at least

I get your point and at kwast some of it is true,

However on Greggs who arguably also have a miss allocation of

capital, particularly expansionary CAPEX

On JET2, EZJ holidays growth...

LSE should allow a time limited Edit function

..

Non food result may be a reason..

Very weak.

Before you go...can you put just a bit of detail

on why Gamma is no longer a hold for you..

Ripley, what's the buy case...

I don't see it..

Food good, fashion and beauty very poor

BuffetT

Some posters can't even spell the great man's name.

I'm dyslexic, however it's an easy one to remember - double r in Warren, double f and double t in Buffett..

Under £14 would imv require a significant profits warning..

from an already downgraded growth outlook..

Https://www.theguardian.com/food/2025/dec/23/scottish-whisky-market-scale-back-production-falling-sales-us-tariffs

Chunky PCA to a director Buy.

Next xx dividend in January

Https://www.cnn.com/2025/12/21/business/jim-beam-tariffs-pause-production

The 2 director Buys alerted me to this

Following a significant de-rating, a NICL buy around current

levels may pay off imv..please DYOR

Interest rates cycle had now decisevely turned..strong longer term record of income generation in BIPS..

It's yield is more valuable as rates continue to fall..

Added

* Hundreds of £ Millions

A decade of losses, hundreds of £ in CAPEX deployed...

And still Whitbread persists..

Increasing their short position ...

Very ugly.