Thanks for pointing out this good discussion on BUD. It looks like you are a pretty big fan of BUD stock at its current price. Have you looked at Heineken Holdings (HKHHF.pk)?
Heineken also has a huge moat and has some real growth coming from developing countries. Heineken Holdings is just a shell that holds just Heineken stock I think to protect some family interests. Buying shares of Heineken Holdings provides a nice discount relative to just buying standard Heineken shares. Watching Heineken management, I get the impression that they are better than Anheuser-Busch's management. I also think their focus on long term sustainable business practices will help further build value for long term shareholders. I also like the fact that they have a much lower debt relative to equity than BUD has. I also think their brand name is higher up the value spectrum and can command a premium price than most of BUD's brands.
What do you estimate the intrinsic value of HKHHF.pk? What do you see as the weakness with Heineken? Still think BUD is a better investment? I haven't bought either stock yet, but right now I have my trigger finger set to shoot if Heineken Holdings shares drop a few bucks from where they are now.
Submitted by billytickets on Sun, 2007-11-25 01:33.
George excellent post.I do not own heinicken.My main investment in BUD is that the distribution system and market penetration in the US is "stablized" at 50% for the past 8-10 years and the company has been buying back its shares which at these levels will be wise in the long term.
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BUD vs. Heineken
Hey Billy,
Thanks for pointing out this good discussion on BUD. It looks like you are a pretty big fan of BUD stock at its current price. Have you looked at Heineken Holdings (HKHHF.pk)?
Heineken also has a huge moat and has some real growth coming from developing countries. Heineken Holdings is just a shell that holds just Heineken stock I think to protect some family interests. Buying shares of Heineken Holdings provides a nice discount relative to just buying standard Heineken shares. Watching Heineken management, I get the impression that they are better than Anheuser-Busch's management. I also think their focus on long term sustainable business practices will help further build value for long term shareholders. I also like the fact that they have a much lower debt relative to equity than BUD has. I also think their brand name is higher up the value spectrum and can command a premium price than most of BUD's brands.
What do you estimate the intrinsic value of HKHHF.pk? What do you see as the weakness with Heineken? Still think BUD is a better investment? I haven't bought either stock yet, but right now I have my trigger finger set to shoot if Heineken Holdings shares drop a few bucks from where they are now.
George excellent post.I do
George excellent post.I do not own heinicken.My main investment in BUD is that the distribution system and market penetration in the US is "stablized" at 50% for the past 8-10 years and the company has been buying back its shares which at these levels will be wise in the long term.
Arent you guys glad you
Arent you guys glad you loaded up on BUD when i said?