The Asset Allocator: Ambev – A Major Brewery, Excellent Value (Podcast)

  • Ambev is one of the biggest brewers in the world, but you wouldn’t know that from its market cap. What’s holding the stock back?
  • I’d suggest that weighing on its stock price is being in problem-beset Brazil and having to pay for commodities (whose prices are rising) in dollars while the Brazilian real depreciates.
  • Yet these problems are temporary, whereas the opportunity is solid and mean-reverting. In short, this is a classic example of a value stock, structurally sound yet out of favor.


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