Boston Beer: Thoughts Post The Hangover

Jul. 25, 2022 9:23 AM ETThe Boston Beer Company, Inc. (SAM)9 Comments

Summary

  • Boston Beer saw a huge boom during the pandemic.
  • Managing this rapid growth, while facing supply chain issues, stiff competition and volume declines, has been very tough.
  • The company has since seen a huge and painful earnings reversion, as the situation is still not fully under control.
  • I like the long term performance of the business, as current levels look compelling enough to hold a modest position.
  • Looking for more investing ideas like this one? Get them exclusively at Value In Corporate Events. Learn More »

Boston Beer Co Acquires Dogfish Head Brewery For $300 Million

Justin Sullivan

Investors in Boston Beer (NYSE:SAM) have had a real hangover after a crazy momentum run during the pandemic, although truly long term investors still sit on decent gains.

In May 2019 I concluded that the Dogfish acquisition did

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This article was written by

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The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas. Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SAM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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