QUICKNOTE: CRE Breaks Out vs Tsingtao, Finally... And Goes Ex-Div This Week
As Jon wrote in "Beer is Cheap, But Is It Cheap Enough" 5 months ago, CRE NEWBREWCO looked cheap vs Tsingtao. It took a while for the market to...
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A Sack full of Cash and Cheap Beer (or "The Good, The Meh, and the Ugly")
This trade deserves to be looked at again and again. The fair value of the residual portion (NEWBREWCO) - i.e. what you own after the Special...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Accounting with Beer Goggles On
(4 Aug 2015) I realized when I got a few comments back on my tables published earlier here that EV/EBITDA is a sensitive calculation. The...
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CRE: "Beauty is in the Eye of the Beer Holder"
The title is offered with apologies to its author - Kinky Friedman, a Texan lyricist, satiricist, wannabe country singer, writer, humorist and...
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