🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras ☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS 📰 Join the FREE weekly Newsletter: DividendTalks.substack.com/subscribe $25 OFF Seeking Alpha Premium: www.sahg6dtr.com/29N4DP9/R74QP 💬 Join the community in our Discord: www.patreon.com/DividendTalks 👋 Follow me on X: www.x.com/DividendTalks 💰 Free shares up to £100 by joining Trading212: www.trading212.com/invite/Gux0x99S
Have it on my watchlist, it coming down isn't bad for me since I'm not in yet. Wouldn't mind if that drops a bit more until start of next year, then I might have free funds to buy it.
0:34 you cannot see the purchasing price at dataroma! What you see is the „reported price“ which is simply the market price when filling out the 13F file. Buffett bought Diageo at a even much higher price in Q1 2023.
I dont like Companies that sell alcoholic beverages. The market is pretty much saturated and the number of people that drink are declining especially in the westwrn hemisphere. On top of that the market is pretty much shared between heineken and abinbev. Maybe there is some short term value but I dont see where ot should go in the next 10 years but down. Imo this is what Graham would call a cigar butt stock.
Are they changing laws or getting new followers? I feel like even if more Muslims come that simply wouldn't change any metrics. If the people who drink suddenly stop drinking though....
@@Daniel-ld3zi it is not a massive blow back, but in majority muslim areas, you have less and less shops selling alcohol. The original European population is in decline and getting older, so not a good trend as a whole. It is likely to be replaced by weed more and more. I feel that the market will be stagnating in the coming decades, but I am no oracle
🧮 Stock Valuation Model: www.buymeacoffee.com/dividendtalks/extras
☕️ Feel free to buy me a coffee: www.buymeacoffee.com/DIVIDENDTALKS
📰 Join the FREE weekly Newsletter: DividendTalks.substack.com/subscribe
$25 OFF Seeking Alpha Premium:
www.sahg6dtr.com/29N4DP9/R74QP
💬 Join the community in our Discord: www.patreon.com/DividendTalks
👋 Follow me on X: www.x.com/DividendTalks
💰 Free shares up to £100 by joining Trading212:
www.trading212.com/invite/Gux0x99S
Have it on my watchlist, it coming down isn't bad for me since I'm not in yet. Wouldn't mind if that drops a bit more until start of next year, then I might have free funds to buy it.
0:34 you cannot see the purchasing price at dataroma! What you see is the „reported price“ which is simply the market price when filling out the 13F file. Buffett bought Diageo at a even much higher price in Q1 2023.
I am in.
Good luck my friend! 😊
if DEO goes under $100, I might load up
Just reading now that Sam Adams SAM is filing for bankruptcy.
Booze is doing really bad, with no end in sight.
Blaaahaahaaaa..KARMA
meanwhile we not in yet wish me😂 wish me luck I'm diving in next week
I dont like Companies that sell alcoholic beverages. The market is pretty much saturated and the number of people that drink are declining especially in the westwrn hemisphere. On top of that the market is pretty much shared between heineken and abinbev. Maybe there is some short term value but I dont see where ot should go in the next 10 years but down. Imo this is what Graham would call a cigar butt stock.
Why do you always highlight the American versions instead of the British?
With islam getting stronger in Europe, I am not sure that those companies are good long term investments. The growth potential is very limited
Are they changing laws or getting new followers? I feel like even if more Muslims come that simply wouldn't change any metrics. If the people who drink suddenly stop drinking though....
@@Daniel-ld3zi it is not a massive blow back, but in majority muslim areas, you have less and less shops selling alcohol. The original European population is in decline and getting older, so not a good trend as a whole. It is likely to be replaced by weed more and more. I feel that the market will be stagnating in the coming decades, but I am no oracle
Soooo…you are telling me to buy shisha and burka fashion stocks then? 😂
@@mikaelsmith3605 why not? :)
It doesnt matters, diageo principal market by large is USA not europe@@pepinlebref7585