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Earnings Check-In: Stella-Jones Steadies On, Harley-Davidson Hits a Bump

A tale of two capital allocators - one compounding quietly, the other navigating a messy transition.

Aug 9, 2025 • Coffee Can Investor

Earnings Season Reflections: Stella-Jones, Bunzl & BAE Systems

Analyzing the latest earnings reports of three key stocks in my portfolio

Mar 15, 2025 • Coffee Can Investor

2023 Earnings Roundup from British Companies

2 very good results

Mar 30, 2024 • Coffee Can Investor

2023 updates from some European holdings

Nothing great; perhaps time to wait out the mediocrity

Mar 23, 2024 • Coffee Can Investor

Updates from Portfolio Holdings

Dominos and China continue to give heartache, but more hope in BAE systems

Jan 27, 2024 • Coffee Can Investor

More updates from Down Under (ASX:IRE & ASX:DMP)

Both results are down & under

Aug 26, 2023 • Coffee Can Investor

Earnings Update: Challenger Financial

Things are improving; time to increase holdings

Aug 19, 2023 • Coffee Can Investor

Quick Earnings Update

Some good news, but some bad news too

Jul 22, 2023 • Coffee Can Investor

Some sharing, some earnings, some follow-ups

Trying a new format to see if this is something that sticks

May 13, 2023 • Coffee Can Investor

Updates on JD.com, Bunzl, Legal&General & Unilever

Businesses continue to hum along - time to review them

Mar 25, 2023 • Coffee Can Investor

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