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Tom Winnifrith Bearcast: Malcom is wrong, as Tesco dumps Whiskas

By Tom Winnifrith | Wednesday 6 July 2022


Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


I start with the fate of PM BlowJo. He is toast, but it does not matter: nothing will change, whoever fills his shoes. Then, it is onto Tesco ditching Whiskas. Our cats are already on Tesco's own brand, supplemented by the local wildlife - but what does this say about inflation and corporate earnings? After that, I discuss Malcolm Stacey, and why he is so wrong on Zoo Digital (ZOO). Finally, I look at Cineworld (CINE) and AO World (AO.). The former stays silent on the big issue, and is a 2022 zero. The latter has 21 months until the Fat Lady's performance, notwithstanding today's fundraise.

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