Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
NYSE
Molson Coors Beverage CO
TAP
5 stories
$6.6B Market cap · 2026-10-06
Negligible Capital on X
The GTA 6 trailer is insane. Could genuinely cause a boom in strip clubs, guns, drugs and alcohol GTA IV Basket: $RICK likely gets slammed $SWBI $RGR $MSOS $TAP $DEO Etc.
Ian Bezek on X
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
Three Tempting Ideas with Major Caveats
Molson Coors trades at 6.2x free cash flow and offers a roughly 15% shareholder yield, but declining beer volumes could make it a value…
Adding a beer stock in size
Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…
Investor Letters
Letters that discuss TAP.
- Palm Valley Capital Groundhog Day Second Quarter 2026 CLX $9.9BDOX $6.1BHTLD $868M
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