Letters by company
Anheuser-Busch InBev SA
2 letters discussing BUD. Everything written about it on this site is on its ticker page.
- Broyhill Asset Management The Broyhill Letter 2023.Q2 Broyhill Asset Management added Charles Schwab, Nintendo, British American Tobacco and PayPal, exited First Horizon and Altria, and rebalanced tobacco exposure toward Philip Morris and British American Tobacco. The firm argues that AI-led market concentration, tightening credit and weakening consumer conditions leave equities exposed, while depressed valuations create opportunities in resilient businesses. second quarter 2023 BAYRY $49BBTI $130BBUD $157B
- Broyhill Asset Management The Broyhill Letter 2023.Q4 Broyhill liquidated its Latin American airport, Bayer and British American Tobacco investments after political intervention, weak strategic action and changing underwriting undermined the cases. It initiated positions in Ball, Fidelity National Information Services, Avantor, EPAM Systems, Fresenius Medical Care and Baxter, favoring deleveraging and healthcare dislocations while expanding defensive exposure. fourth quarter 2023 AVTR $11BBALL $16BBAX $13B
