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X @The Wall Street Journal
The Wall Street Journal· 2025-12-22 16:04
Typically, the wines available in magnums are either very expensive or very low quality. Our wine expert found 5 magnums that are both good and reasonably priced. https://t.co/Km2lTc7UeG ...
X @The Economist
The Economist· 2025-12-22 14:00
For the first time in modern history, wine is experiencing a secular decline that has nothing to do with broader financial conditions. People are just drinking less of it. We explain why in The World Ahead https://t.co/d3bmVFWUwq ...
X @Bloomberg
Bloomberg· 2025-12-17 11:05
Forgot to plan ahead? Here are 15 bottles for the wine and spirits lover in your life https://t.co/bXNWKKlH9e ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-27 19:10
A Champagne that pleases all palates. A highly approachable natural red from Portugal. Our wine expert’s top recommendations for the season of wine gifting. https://t.co/Vnmk4PxGF2 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-27 17:03
These are the bottles our wine expert recommends for different types of wine drinker, from the natural-wine neophyte to the California Cabernet diehard. https://t.co/uPXvXXXHB1 ...
Why Top Investors Are Buying Constellation Brands (STZ)
Acquirersmultiple· 2025-11-24 22:41
Core Insights - Institutional investors have made significant moves in Constellation Brands (STZ), reflecting strong confidence in the company's fundamentals and market position [1][2][3]. Position Changes - Gotham Asset Management LLC (Joel Greenblatt) increased its position by 56,241 shares, totaling 108,954 shares, indicating strong belief in STZ's durable margins and cash-return strategy, valued at $0.01 billion [1]. - Grantham, Mayo, Van Otterloo & Co. LLC (Jeremy Grantham) added 35,085 shares to reach a total of 3,710,940 shares, consistent with their strategy of investing in high-quality consumer franchises, valued at $0.50 billion [2]. - Bridgewater Associates, LP (Ray Dalio) more than doubled its position by adding 11,053 shares, reflecting a focus on stable consumer names, now totaling 19,286 shares [3]. - AQR Capital Management LLC (Cliff Asness) increased its stake by 6,172 shares, bringing the total to 147,669 shares, emphasizing firms with consistent cash flows, valued at $0.02 billion [4]. - Point72 Asset Management, L.P. (Steve Cohen) initiated a new position with 218,718 shares, valued at $0.03 billion, targeting companies with improving fundamentals [5]. - Olstein Capital Management, L.P. (Rob Olstein) opened a new position with 28,500 shares, focusing on undervalued consumer companies [6]. - Maverick Capital Ltd (Lee Ainslie) added STZ to its portfolio with 8,755 shares, viewing it as a high-quality consumer staple [7]. - GAMCO Investors, Inc. ET AL (Mario Gabelli) maintained a small position, keeping STZ on the radar as a resilient consumer brand [8]. - Berkshire Hathaway Inc. (Warren Buffett) held its substantial position steady at 13,400,000 shares, valued at $1.80 billion, reflecting long-term confidence in STZ's cash flows and brand equity [9].
Constellation Brands: Fairly Valued With No Margin Of Safety (NYSE:STZ)
Seeking Alpha· 2025-11-21 10:50
Group 1 - Constellation Brands, Inc. (STZ) is a major global manufacturer and marketer of wine, spirits, and beer, with a diverse portfolio of brands [1] - The stock price of Constellation Brands has been experiencing significant growth [1] Group 2 - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various asset classes and regions [1] - The investment group Beyond the Wall Investing, led by Daniel Sereda, provides access to critical market analysis and insights prioritized by institutional investors [1]
X @Forbes
Forbes· 2025-11-15 22:29
Natural wine has become one of the most talked-about—and misunderstood—movements in the wine world.But what does “natural” actually mean when it comes to wine? And does it live up to the hype? Find out: https://t.co/D3dUmG8JDA (Photo: Getty Images) https://t.co/KTbpoLyKTq ...