The struggle to reinvent a firm trapped by its own mythology
But Xi Jinping is unlikely to change
It is easier to run than America’s Abrams—and in plentiful supply in Europe
@barronsonline December 12, 2022 issue:
“Nobody budgets this kind of inflation.” How retirees are responding to the fastest-rising prices in 40 years.
High inflation and the volatile stock market have wreaked havoc on people’s retirement plans. Cash—handled correctly—can provide some relief.
The company’s big bet on primary care hasn’t yet come to pass. Should investors be worried?
Investors are punishing Regal Rexnord for acquiring Altra Industrial Motion as the economy weakens. Those concerns are overblown.
The firm’s nontraded real estate income trust, BREIT, was a big success until the turmoil of 2022. When redemption requests mounted, the firm limited them, raising a raft of issues, from fears of outflows to regulatory scrutiny.
Chapters: 00:00 – Introduction 2:08 – Ch. 1: Becoming Anheuser-Busch 4:51 – Ch. 2: A consolidation game 9:20 – Ch. 3 – Going beyond beer
3G Capital is a Brazilian-American global investment firm whose tactics include an aggressive, and at times controversial, cost-cutting strategy. AB InBev’s longtime priority of aggressive acquisitions has been coupled with a focus on profit and price per barrel rather than volume share. Premiumization and expanding beyond beer continue to be winning strategies. In 2021, the company amassed $54.3 billion in revenue with 169,000 employees worldwide. As overall beer consumption has declined, AB InBev has transformed from merely a beer company to the largest beverage company in the world.
Inside the November 14, 2022 issue:
A Barron’s investigation found pricey cars, registration delays, and other complaints.
Koniku builds smell cyborgs. We will put out small form factor smell cyborgs in 10 million homes inside this decade. We aim to securely and safely diagnose disease and maintain health and wellness in real-time. We are building a marketplace that makes every individual the CEO of their own health.
Fed officials are considering the timeline of a potential slowdown in interest-rate hikes, according to a Wall Street Journal report. Bond yields moved off their highs.
Tesla’s stock has been in a tailspin. But if the electric-vehicle maker is able to navigate a few bumpy months, it will be a signal that it’s headed in the right direction.
A recession in 2023 would put banks back on their heels after a strong recovery from the pandemic. Sticking with the battleships may be best.
A state long known for liberal policies is advancing the most progressive economic and social agenda in a generation. Some companies are moving out.
Our latest Big Money poll of professional investors finds many bearish about stocks in the near term, but bullish about the market’s longer-term outlook.
Their stocks are down, but regional banks have solid businesses, ample capital, and payouts attractive to income investors.
Boomers Daily 