BUDFF News and Press, Anheuser-Busch InBev SA/NV From 12/15/21

Gardner Russo & Quinn’s 13F portfolio value decreased from $11.84B to $10.85B. Russo decreased JPMorgan Chase during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~37% of the portfolio. For further details see...

The following slide deck was published by Anheuser-Busch InBev SA/NV in conjunction with their 2021 Q3 earnings call. For further details see: Anheuser-Busch InBev SA/NV 2021 Q3 - Results - Earnings Call Presentation

Altria has always been a disliked stock, operating in a business that has been dying for decades. The company is continuing to steadily increase its EPS, although it faces the risks of decreased consumer spending power and an aging population. The company has already made signific...

Beer stocks have been hammered in summer due to the waning off-premise demand compared to the last year. However, we believe the market can be overreacting. BUD stock has lost about 30% since its peak in June 2021, however, it recovered by 12% after the Q3 earnings announcement. A...

"What would John Malone do?" faced with valuable assets, a low valuation and an aversion to paying taxes. Altria is a cheap stock with substantial earnings. Low valuation and hidden assets mean substantial upside remains. For further details see: Altria Could Unlock Valu...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

Anheuser-Busch InBev SA/NV (BUD) Q3 2021 Earnings Conference Call October 28, 2021, 09:00 AM ET Company Participants Michel Doukeris – CEO Fernando Tennenbaum – CFO Conference Call Participants Mitch Collett – Deutsche Bank Edward Mundy – Jefferey's Trevor Stirling...

Molson Coors has been punished in the past for its declining top and bottom line. However, the company is poised to deliver growth in 2021. Shifting focus to premium and above premium brands, launching new products beyond the beer category, and partnering with other players like Coca-...

Beer stocks have suffered a share price decline in the last months due to waning off-premise demand compared to the last year. However, we believe the market can be overreacting. SAM has been beaten up in the past and the worst might still not be over, as the company is richly priced ...

Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analy...