Daily Notes

Langton Capital – 2020-05-13 – PREMIUM – TUI, Young & Co, Stock Spirits, travel in a no-travel world etc.:

Langton Capital – 2020-05-12 – More on un-lockdown, pubs, Hollywood Bowl, Escape Hunt etc.:

Langton Capital – 2020-05-12 – PREMIUM – More on un-lockdown, pubs, Hollywood Bowl, Escape Hunt etc.:

Langton Capital – 2020-05-11 – Unlockdown, pub closures, airlines, quarantines, Marston’s etc.:

Langton Capital – 2020-05-11 – PREMIUM – Unlockdown, pub closures, airlines, quarantines, Marston’s etc.:

Langton Capital – 2020-05-07 – Intercon, restaurant closures, AB InBev, re-openings etc.:

Langton Capital – 2020-05-07 – PREMIUM – Intercon, restaurant closures, AB InBev, re-openings etc.:

Langton Capital – 2020-05-06 – JRS, the next steps? New normal, cruise ships, Virgin, Airbnb etc.:

Langton Capital – 2020-05-06 – PREMIUM – JRS, the next steps? New normal, cruise ships, Virgin, Airbnb etc.:

Langton Capital – 2020-05-05 – High Street, finance, new normal, Carnival, the consumer & other:

Langton Capital – 2020-05-05 – PREMIUM – High Street, finance, new normal, Carnival, the consumer & other:

Langton Capital – 2020-05-04 – CVA companies falling over, demand, re-openings, Hot Choc & other:

Langton Capital – 2020-05-04 – PREMIUM – CVA companies falling over, demand, re-openings, Hot Choc & other:

Langton Capital – 2020-05-01 – Ending lockdown, new normal, Intu, Carlsberg, Gregg’s etc.:

Langton Capital – 2020-05-01 – PREMIUM – Ending lockdown, new normal, Intu, Carlsberg, Gregg’s etc.:

Langton Capital – 2020-04-30 – JDW fund raise, C&C, Q1 trade, re-openings & other:

Langton Capital – 2020-04-30 – PREMIUM – JDW fund raise, C&C, Q1 trade, re-openings & other:

Langton Capital – 2020-04-29 – New normal, furlough extension, Starbucks, re-openings etc.:

Langton Capital – 2020-04-29 – PREMIUM – New normal, furlough extension, Starbucks, re-openings etc.:

Langton Capital – 2020-04-28 – 100% loans, exit strategy, some re-openings, Diageo etc.:

Langton Capital – 2020-04-28 – PREMIUM – 100% loans, exit strategy, some re-openings, Diageo etc.:

Langton Capital – 2020-04-27 – Intercontinental Hotels, behaviour, C19 exit plans, airline etc.:

Langton Capital – 2020-04-27 – PREMIUM – Intercontinental Hotels, behaviour, C19 exit plans, airline etc.:

Langton Capital – 2020-04-24 – Valuations, Whitbread, Dart Group, auditors, Wahaca & other:

Langton Capital – 2020-04-24 – PREMIUM – Valuations, Whitbread, Dart Group, auditors, Wahaca & other:

1
…
60
61
62
…
135