We’ve all heard Peter Lynch’s famous advice to invest in what you know, as it can give you a competitive edge. This week, Derek takes on Glanbia, an Irish-based company that has undergone a remarkable transformation. The Glanbia that Derek grew up with is no longer the small cheese and milk business it once was. Today, it has evolved into a global nutrition powerhouse. It’s been an interesting journey for Derek , and we hope you enjoy this deep dive.

If you are new to this newsletter and would like to give it a try, then check out the first 3 newsletters for free:
1. A deep dive into L’Oreal | Newsletter #001
2. A deep dive into British American Tobacco | Newsletter #002
3. A deep dive into NN Group – is their Dividend Safe? | Newsletter #003

What you can expect in this issue:

• A deep dive into Glanbia?
• Re Rating Unilevers’ Dividend safety
• A look at MCD, LVMH and Diageo valuation
• Earnings from BAE, British American Tobacco and Greggs
• Stock Card from Air Liquide, Signify, Kroger and Mondelez
• Our watchlist and most recent transactions.

Yours Truly,

European Dividend Growth Investor & Derek from Dividend Talk.

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