Brown-Forman: There's An Opportunity Within Adversity

Group 1 - Macroeconomic volatility, changing consumer trends, new tariffs, and culture wars have significantly impacted the downfall of many companies, including large and established ones [1] - The logistics sector has been a focus for nearly two decades, with an emphasis on stock investing and macroeconomic analysis for almost a decade [1] - The investment strategy has evolved from focusing solely on blue-chip companies to a diversified portfolio across various industries and market cap sizes [1] Group 2 - The analyst has entered the US market in 2020, gaining awareness through a relative's trading account before opening their own [1] - Holdings in US banks, hotels, shipping, and logistics companies have been established, with analyses being compared to those in the ASEAN market [1]