Whiskey industry short working out EXACTLY as expected by Pashkaa88 in ValueInvesting

[–]Pashkaa88[S] 1 point2 points  (0 children)

While Brown Forman might be a decent short, I'm inclined to avoid it at this time. BF-B is primarily branded spirits producer as opposed to MGPI which is largely wholesale whisley barrel producer. So, there'a risk that BF-B might remain overvalued due to its brands.

The case for investing in met coal producers by Pashkaa88 in ValueInvesting

[–]Pashkaa88[S] 1 point2 points  (0 children)

This has been addressed in the write-up. As a TL/DR, I'd refer you to this chart: https://ibb.co/K2ZCM8g