Daily Notes

Langton Capital – 2022-09-13 – Fever Tree, Bank Holiday, London hotels, wage growth, Liberation etc.:

Langton Capital – 2022-09-12 – Bank Holiday, supply, inflation, energy, current trading, BK, Uber etc.:

Langton Capital – 2022-09-09 – HM QE2, RTN, G4M, XPF, energy bailout, JDW, inflation & other:

Langton Capital – 2022-09-08 – RTN, CINE, Itsu, Energy cost support, inflation, property issues & other:

Langton Capital – 2022-09-07 – Energy cost support, reaction, trading, IHG, Rekom, ROO & other:

Langton Capital – 2022-09-06 – Politics, more on energy costs, likely bail outs, services PMI & more:

Langton Capital – 2022-08-22 – PREMIUM – Trading, confidence, fuel bills, Carlsberg, JET, CINE, Nightcap etc.:

Langton Capital – 2022-08-23 – PREMIUM – Energy costs, footfall, WFH, inflation, Cineworld & other:

Langton Capital – 2022-08-24 – PREMIUM – Mobility, energy, inflation, losers, Time Out, Rekom, hotels, CINE etc.:

Langton Capital – 2022-09-05 – Energy costs, inflation, labour issues, current trading, company news etc.:

Langton Capital – 2022-08-26 – Energy costs, supply issues, business confidence, holidays, houses etc:

Langton Capital – 2022-08-25 – Cash v profit margin, delivery, energy, IPO disasters, Whitbread etc.:

Langton Capital – 2022-08-24 – Mobility, energy, inflation, losers, Time Out, Rekom, hotels, CINE etc.:

Langton Capital – 2022-08-24 – PREMIUM – Mobility, energy, inflation, losers, Time Out, Rekom, hotels, CINE etc.:

Langton Capital – 2022-08-22 – Trading, confidence, fuel bills, Carlsberg, JET, CINE, Nightcap etc.:

Langton Capital – 2022-08-12 – Flutter, 888 Holdings, US restaurant trends, airports, leisure travel & more:

Langton Capital – 2022-08-11 – CCH, Entain, Disney, Chipotle, Wendy’s, energy costs, TUI & more:

Langton Capital – 2022-08-10 – Deliveroo, TUI, Hostelworld, trading conditions, energy, Jet2 & more:

Langton Capital – 2022-08-09 – IHG, Carlsberg, Coca Cola HBC, demographics, inflation, delivery etc.:

Langton Capital – 2022-08-08 – Trading, cost of living, corporate distress, delivery, premiumisation etc.:

Langton Capital – 2022-08-05 – Tipping points, costs, bank rates, inflation, Shake Shack, Papa John’s etc.:

Langton Capital – 2022-08-04 – Just Eat, Nightcap, GYM, YUM, consumer, inflation, insolvencies etc.:

Langton Capital – 2022-08-03 – Research Note: Unlockdown Losers

Langton Capital – 2022-08-03 – Just Eat, Comptoir, SBUX, GRG, Molson, Airbnb, Marriott, Uber & more:

Langton Capital – 2022-08-02 – Research Note: Unlockdown Losers

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