Latitude
Latitude IM
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Latitude for every strategy.
Its investment theses
- DiageoJun 2025Diageo is well-positioned for growth despite recent volume declines, potentially reflecting lower inventory rather than diminished demand, making it a compelling investment opportunity.
- Dollar TreeJun 2025Dollar Tree is poised for significant growth after selling Family Dollar, leading to a stronger balance sheet and capital return to shareholders, making it an attractive investment opportunity at a price of $70.