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Strategies & Market Trends : Buffettology

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To: Harshu Vyas who wrote (4675)	8/24/2023 11:56:10 AM
From: Sean Collett	Read Replies (1) of 4690

RE: BUD I have also been thinking about BUD as I think they will eventually recover from this marketing situation. Stable revenue and I am hoping they can take the coming economic situation + this marketing situation to reduce costs and set themselves back up for higher margins once things recover. While the FCF is good their debt situation in the short-term does have me concerned - especially if this downturn does take hold for longer than you would think. Your thoughts on that, Harshu? -Sean

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