Keurig Dr Pepper Stock: On Hold Until The M&A Dust Settles (NASDAQ:KDP)

Core Insights - Keurig Dr Pepper (KDP) was initially assessed as fairly valued over one and a half years ago, with a total return observed since then [1] Group 1: Company Overview - KDP has a strong academic finance background and over five years of cumulative experience in consulting and audit firms, including roles in valuation, financial planning and analysis (FP&A), and controlling [1] - The company's approach is primarily value-oriented, focusing on long-term opportunities and risks rather than short- to mid-term timing indicators [1] Group 2: Investment Philosophy - Valuation is emphasized as a long-term indicator, with the written word and data presented being valued more than simple ratings [1] - The company often assigns hold or neutral ratings, even when there is a bullish or bearish inclination, indicating a nuanced approach to investment recommendations [1]