This meeting Cameron presented the company Constellation Brands (STZ) as a potential investment for the Viking Fund.
Constellation Brands owns the license to sell popular alcohol products like Modelo, Corona, High West Whiskey, and SVEDKA Vodka in the United States.
Analysts report that the fair value for the company is higher than the current share price. Cameron also presented technical analysis, profits, and what the market looks like as a whole.
The club discussed the market and industry of alcohol as well as where we each see the market heading in the future. The club also discussed the potential effect tariffs may or may not have on Constellation Brands as much of their products are imported from Mexico.
The club also reviewed Warren Buffett’s 2025 Berkshire Hathaway Letter to Shareholders.
Our next meeting is a joint meeting with FMA! We will be having a guest speaker from Russell Investments! This will take place at a different location than our traditional meeting spot. On 3/5 our meeting will be in Academic West 304, 5:45-7:00 PM.
Categories: Club Updates
