After the massive merger of SABMiller and AB InBev closed in October, Heineken (AEX: HEIA) became the second-largest beer brand in terms of volume sales. Just like its much bigger rival, Heineken’s got a long history of building out its […]
Tag: SABMiller
Five Sparks To Ignite Global Mergers & Acquisitions
Five Sparks To Ignite Global Mergers & Acquisitions by Mark Phelps & Dev Chakrabarti It’s been a relatively quiet year for global mergers & acquisitions so far, despite a couple of mega deals. But we think several trends are unfolding […]
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 […]
Heat Wave – Wholesale Price For Electricity Spikes
Heat Wave – Wholesale Price For Electricity Spikes by RichardsonGMP Today Market Overview Overseas markets are, well, rather boring today. Europe is flat, Japan down but Hong Kong is up. Futures are pointing to a flattish open. Bond market is […]
2015 In Review: 5 Massive Merger Deals That Stole The Spotlight
2015 In Review: 5 Massive Merger Deals That Stole The Spotlight by PitchBook M&A has been booming in 2015, and the roughly $2 trillion in transaction volume across North American and Europe this year doesn’t even factor in several announced […]
![A Fistful Of Valuations In The Style Of Warren Buffett & Charlie Munger [Chapter 4]](https://www.valuewalk.com/wp-content/uploads/2015/11/A-Fistful-Of-Valuations-270x200.jpg)
A Fistful Of Valuations In The Style Of Warren Buffett & Charlie Munger [Chapter 4]
Chapter four of A Fistful Of Valuations In The Style Of Warren Buffett & Charlie Munger by Bud Labitan Fistful Of Valuations – Chapter 4 A Fistful Of Valuations In The Style Of Warren Buffett & Charlie Munger by Bud […]
![Tom Russo: Global Value Equity Investing [Slides]](https://www.valuewalk.com/wp-content/uploads/2015/12/Tom-Russo-2-270x200.jpg)
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 […]
Thomas Russo: “Global Value Investing” – Talks At Google
Thomas Russo: “Global Value Investing” – Talks At Google H/T HedgeFundConvos Thomas Russo: “Global Value Investing” – Transcript Last three years we’ve suffered. Global brands. Almost a third of portfolio is in beverages. Equities are the best way of investing for […]
Winning At A Loser’s Game? Control, Synergy And The AB InBev-SABMiller Merger!
I have been a long time investor in AB InBev, though I became one indirectly and accidentally, through a stake I took a long time ago in Brahma, a Brazilian beverage company . That company became Amber in 1999, which […]
UBS Wonders If High Yield Bond Offerings Have Reached “Capacity”
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SABMiller – Anheuser-Busch InBev Deal – Intangible Perspective
SABMiller – Anheuser-Busch InBev Deal – Intangible Perspective by Eric Bush, CFA, Gavekal Capital Blog Two Knowledge Leaders are in the news today: SABMiller and Anheuser-Busch InBev. These two companies have struck a deal to merge which would go down […]
