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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 4688
 
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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