Be Fraud Aware: By staying vigilant, you can help yourself from being the victim of fraud.

Opportunities this week:

  • Smurfit Westrock: The sell-off post the Q2 results provides a buying opportunity for investors in one of our conviction list names.
  • Glanbia: Our meeting with the company last week gives us increased confidence on Glanbia’s near term prospects.
  • L’Oreal: Macro releases should be supportive of improving operating dynamics and the medium term outlook.