HeyJaredRecital
Anthony Yiu's thought process in making investment decisions.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 9, 2026
Latest issues
North Carolina Nicotine Field Trip: Tracking the Untracked Channel (opens the original)
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If you come to my article looking for something proprietary, you hit the jackpot! I have asked every wholesaler, distributor, and retail shop that I visited whether any investment analyst has talked to you, asked you questions and taken photos as I did. I am the first to do so wherever I go. Much of the intelligence below won’t be found or covered by Nielsen, Circana, any sell-side research report, or the media.I came all the way from Hong Kong to the U.S. for the field trip, paying out of pocke
Chicago Nicotine Field Trip: Tracking the Untracked Channel (opens the original)
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Earlier this month I wrote that I would make a mini field trip to the U.S. to check what is actually happening on shelves. I have now finished the Chicago leg. North Carolina follows next week.Over three days, 23–25 September, I visited 19 retail outlets and 9 wholesalers. I sincerely appreciate the wholesaler managers and retail outlet owners who take the time to talk to me and share their thoughts. Without their help, I won’t be able to make this a meaningful trip.Below are my observations, th
PMI and Imperial Brands at Barclays 2026: Two Companies, Two Different Questions (opens the original)
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PMI and Imperial Brands recently participated in the Barclays Consumer Conference. Please find below the key takeaways from the conference, followed by my verdicts.<img alt="" class="sizing-normal" height="765" src="https://
Quick Update - VUSE Pro launch in the U.S. (opens the original)
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BAT recently launched VUSE Pro in the U.S. on a limited scale. One week into the launch, I analyzed some useful Reddit reviews using AI to extract consumer insights and foresight. Below are links to the Reddit discussion threads.https://www.reddit.com/r/Vape_Chat/comments/1vkp7ee/vuse_flavored_pods_coming_back/https://www.reddit.com/r/Vape_Chat/comments/1w959td/dont_get_the_vuse_pro_peach_berry_or_watermelon/https://www.reddit.com/r/Vape_Chat/comments/1w4s0ca/new_vuse_pro_flavors_in_us/https://w
Smoore International: interim results presentation 2026 (opens the original)
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“This is the paradox of historical knowledge. Knowledge that does not change behaviour is useless. But knowledge that changes behaviour quickly loses its relevance. The more data we have and the better we understand history, the faster history alters its course, and the faster our knowledge becomes outdated”Yuval Noah HarariWhen I first read George Soros’s The Alchemy of Finance 20 years ago, I was both fascinated and confused by the Reflexivity Theory he proposed and its so
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