Tag: SABMiller

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Homebuilders And The Atlanta Braves

Homebuilders And The Atlanta Braves by Ben Strubel In August, we decided to sell Anheuser-Busch InBev (BUD). AB InBev is a great company with a great business, but in October 2015 the company offered to buy SABMiller for what ended […]

Tom Russo: Global Value Equity Investing [Slides]

Tom Russo: Global Value Equity Investing [Slides]

Tom Russo’s slides on Global Value Equity Investing – Richard Ivey School of Business Tom Russo: Musings on “Global Value” Equity Investing Value Investing – 50 Cent Dollar Bills Stanford Business and Law School, 1982 “Capacity to Reinvest” 2008 market […]