beverage

Laurent Perrier - Trading at below book value!

Laurent Perrier has published TODAY interim results. Trading at below book value while sales are increasing YoY!

Nov 28 •

@Govro12 WinterGems Stocks

Cuervo - the #1 Tequila company at discount

Cuervo is the leading Tequila producer in the world and provides at the current price an attractive investment in this depressed Spirits industry

Oct 29 •

@Govro12 WinterGems Stocks

Spirits Landslide and Champagne Supernova:

As a Pernod Ricard follow-up, personal notes on Q1 results from Pernod Ricard and LVMH plus other rumblings on the spirits market

Oct 18 •

@Govro12 WinterGems Stocks

Pernod Ricard's visibility into the future

Pernod is trading at its lowest ratio since 2009, the investment thesis is that I believe we have sufficient visibility into the future to project a…

Oct 9 •

@Govro12 WinterGems Stocks

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