- The Boston Beer Company has commonalties with Monster Beverage; a legacy beverage maker being reignited by leading an emerging category.
- Competition is fierce, but I believe the business has the perfect mix of resources and brand image to defend its competitive position.
- The combination of a strong brand and the consistency of cash flows enable high-quality beverage makers to trade at premium multiples.
- It's always better buying stocks when prices decline, but I think The Boston Beer Company is a modest buy at the current price.
For further details see:
The Boston Beer Company: More Room To Run