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The Oracle of Omaha has spoken, and Stock Club is all ears.
This week, in his most recent 13F filing, Buffett disclosed two new investments: Constellation Brands and Domino’s Pizza. Anne Marie and Mike are here to break down both and discuss their long- and short-term outlooks.
Constellation and its beer brands—Modelo, Corona, and Pacifico—are thriving, yet its stock is down 30% this year. Younger generations are drinking less, and the Mexico-based company could bear the brunt of tariffs. Still, Buffett sees an opportunity. Is this beer bargain worth a closer look?
Plus, Buffett doubles down on Domino’s, the pizza giant with a brilliant business model. While international expansion has temporarily slowed, this longtime Wall Street favorite may still have room to run.
To wrap up, Anne Marie revisits Nike after its new CEO, Elliot Hill, gave a detailed interview to Fortune and the brand released its first Super Bowl commercial in 27 years.
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00:00 Intro
06:10 Warren Buffett's 13F Filing Insights
14:12 Buffett's New Investment: Constellation Brands
19:37 Long-term Headwinds in the Alcohol Industry
23:16 Impact on Wine and Beer Revenues
30:33 Warren Buffett Takes a Slice of Domino’s
41:15 Nike's New Leadership and Future Plans
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