Dec. 11 at 12:05 PM
$SAM
Boston Beer is a "show me" story. At current valuations, you're not paying for perfection, but you need management to execute on their beyond-beer strategy while maintaining operational discipline. The wide valuation range (
$178-
$322) reflects this uncertainty.
https://stratafinance.beehiiv.com/p/the-boston-beer-company