Nico Piccini

Consumer CyclicalReal Estate

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

2

Companies

3

Questions

33%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas5 topics

Competitive Dynamics1Capital Allocation1Margin1Pricing1Capex Investment1

Question History3 questions

SWSmurfit WestRock1 quarter

2025 Q4

I just wanted to dial in on rebalancing your long SBS position and if that's going to be derived more from converting like CRB business into SBS or if there's further opportunities like the La Tuqu...

Competitive DynamicsCapital AllocationView in transcript →

WYWeyerhaeuser1 quarter

2025 Q4

The 1Q Timberlands EBITDA guide seems maybe a little light relative to history

ChallengingMarginPricingView in transcript →

what are some of the key projects there that you're looking to complete in 2026

Capex InvestmentView in transcript →