DEO on the Wheel
DEO is not in our put test yet; you can still add it to your Wheel and see its puts.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Who said what, and what DEO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about DEO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Diageo is a defensive staples play with $6B liquidity actively paying down debt, bottomed at $71 in April… |
| 2026-02-02 | Terry SmithFounder & CIO, Fundsmith | Bullish | Superinvestors | Diageo provides access to two of the world's top five spirits brands (Johnnie Walker and Smirnoff) in a… |
| 2025-11-20 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | Diageo's Johnny Walker brand has endured every major technological disruption since 1820 because it is built… |
| 2025-03-14 | Terry SmithFounder & CIO, Fundsmith | Bearish | Fundsmith LLP UK | Sold Diageo because GLP-1 data from 150,000 US households shows alcohol is the first consumption category to… |
| 2025-01-16 | Brett SchaferCo-host, Chit Chat Stocks podcast | Bullish | Chit Chat Stocks | Major spirits producers trade at decade-low EV/EBIT multiples (~13-15x) while per-capita spirits consumption… |
| 2024-01-23 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | Diageo's Guinness pricing power traces back to 1757 and demonstrates that durable consumer trust translates… |
| 2022-12-14 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | 25-plus-year holding in a well-run spirits business with consistent management quality that warrants… |
| 2021-01-18 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | Diageo's Johnny Walker brand has endured since 1820 across every conceivable macro disruption because… |
| 2011-05-21 | David HerroCo-CIO international equities, Harris Associates (Oakmark) | Bullish | Bill Nygren | Diageo is the world's largest spirits company trading at ~10x gross cash flow with a secular tailwind from… |
Notable options days
Sessions in the last 120 where DEO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-15 | ||||||
| 2026-10-13 | ||||||
| 2026-10-08 | ||||||
| 2026-09-16 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-07-28 | ||||||
| 2026-07-22 | ||||||
| 2026-07-01 | ||||||
| 2026-06-25 | ||||||
| 2026-06-22 |
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