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Topics about STZ

Topic	Replies	Activity
I think the STZ story is one of falling cap ex as their brewery buildup abates in about 12 months. FCF will increase. Valuations are low already. Of c Investment Ideas STZ	0	Jun 19, 2025
Don't buy STZ just bcz Buffett is into it. Look at what happened to KHC which also had good brands. He overpaid and the PE has compressed over the yea Investment Ideas STZ	1	Jun 19, 2025
Harder to evaluate...but how does anyone own a company like this with the horrific management history? The best thing I saw from the management in the Investment Ideas STZ	9	May 15, 2025
A company that is succeeding despite itself if management is as poor as some claim....strong free cash, topline growth, buying back shares, cutting de Investment Ideas STZ	0	May 15, 2025
I think we have to look at why he bought it. I think he sees recession and beer companies tend to have reliable cash flow during recessions. I think i Investment Ideas STZ	1	Apr 10, 2025

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Discussion Board

I think the STZ story is one of falling cap ex as their brewery buildup abates in about 12 months. FCF will increase. Valuations are low already. Of c

Don't buy STZ just bcz Buffett is into it. Look at what happened to KHC which also had good brands. He overpaid and the PE has compressed over the yea

Harder to evaluate...but how does anyone own a company like this with the horrific management history? The best thing I saw from the management in the

A company that is succeeding despite itself if management is as poor as some claim....strong free cash, topline growth, buying back shares, cutting de

I think we have to look at why he bought it. I think he sees recession and beer companies tend to have reliable cash flow during recessions. I think i