TAP Molson Coors Beverage Company Class B Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:01
Sep 08
Sep 08
r/wallstreetbets
Rumors of an "Orange swan event" that bans the import of Molson-Coors beers into the US.
Rumors of an "Orange swan event" that bans the import of Molson-Coors beers into the US. A US import ban would severely impact TAP's revenue and supply chain, causing a sharp decline in share price. Buy puts on TAP to capitalize on the potential import ban. The "Orange swan" event may be purely speculative or political hyperbole that never materializes.
12:44
May 27
May 27
r/ValueInvesting
Trading below book value; FCF never negative in 17 years; 10.2% total shareholder yield.
Trading below book value; FCF never negative in 17 years; 10.2% total shareholder yield. A steady, never‑negative cash generator available below liquidation value offers a margin of safety. Molson Coors is a boring, resilient value stock with a strong yield. Changing consumer tastes (craft/import share), high leverage, commodity cost inflation.
00:13
Jan 22
Jan 22
Thread Guy
Alcohol stocks cooked; short Bud, Molson.
Alcohol is in generational decline as younger people drink less, and alcohol stocks look terrible. He specifically names Budweiser and Molson Coors while asking whether they can be shorted.
About TAP Investor Commentary
Across the available history and selected sources, Buzzberg tracks TAP (Molson Coors Beverage Company Class B) across 10 sources: 1 bullish vs 2 bearish calls from 12 authors. Historical directional balance: -6% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 16 total trade ideas tracked. Past 7 days, before deduplication: 3 other directions. Latest voices: r/wallstreetbets community, u/JoeInOR, Thread Guy.