Daily Notes

2025-06-06 – Big Daddy – Novel – It’s timeless flight just got physical…

Langton Capital – 2025-06-06 – Energy costs, tied tenants, beer, Pret a Manger, easyHotel & other:

2025-06-06 – Big Daddy – Novel – It’s timeless flight just got physical…

Langton Capital – 2025-06-05 – Young & Co, Fever Tree, longer term spending trends, tariffs & other:

Langton Capital – 2025-06-04 – Sector inflation, disposable incomes, Punch Pubs, Flour Power & other:

Langton Capital – 2025-06-03 – Hotel cycle, delivery, demographics, Dalata, Powerleague & other:

Langton Capital – 2025-06-02 – Yo! Sushi, GAW, private companies, trading, confidence, tax & other:

Langton Capital – 2025-05-30 – Food price inflation, costs, trading, tariffs & other:

Langton Capital – 2025-05-29 – Adnams, BOWL, Cook’s Coffee, Mission Mars, confidence & other:

Langton Capital – 2025-05-29 – C&C, Time Out, FDEV, April Tracker, closures, food prices & other:

Langton Capital – 2025-05-27 – PREMIUM – Food price inflation, breweries, packaging, Caprice, Flat Iron & other:

Langton Capital – 2025-05-27 – Food price inflation, breweries, packaging, Caprice, Flat Iron & other:

2025-05-23 – Novel Published Today – Big Daddy

Langton Capital – 2025-05-23 – MAB meeting, GAW update, insolvencies, consumer confidence & other:

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

2025-05-23 – Novel – Big Daddy

Langton Capital – 2025-05-22 – M&B, ROO, Heartstone, Mowgli, Shaftesbury, inflation & other:

Langton Capital – 2025-05-21 – Tortilla, Time Out, Restaurant Group, Playtech, inflation, e-gates & other:

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