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This episode discusses financial reports and investment analysis focused on the alcohol beverage industry, specifically comparing The Boston Beer Company and Molson Coors. Quarterly SEC filings for both entities detail their respective fiscal performance, including impairment charges and recent leadership changes. One report highlights a massive $3.6 billion goodwill impairment for Molson Coors, while the other tracks Boston Beer’s stock buybacks and production shifts. The 18 minute podcast also examine strategic growth initiatives, such as Boston Beer's diversification into new brands and Molson Coors’ acquisition of premium mixers.
By Odd BirdThis episode discusses financial reports and investment analysis focused on the alcohol beverage industry, specifically comparing The Boston Beer Company and Molson Coors. Quarterly SEC filings for both entities detail their respective fiscal performance, including impairment charges and recent leadership changes. One report highlights a massive $3.6 billion goodwill impairment for Molson Coors, while the other tracks Boston Beer’s stock buybacks and production shifts. The 18 minute podcast also examine strategic growth initiatives, such as Boston Beer's diversification into new brands and Molson Coors’ acquisition of premium mixers.