Constellation Brands: The Limits Of A Beer-Only Story

One of my favorite pastimes in investing is looking at Berkshire's investments and trying to reverse-engineer their rationale. This is how I developed my understanding of Class 1 railroads and rating agenciesI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on ...