CG: Beer's Bears, Vail's Bulls and a Whole Lot More!
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 24 September 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and MyWallSt Head Analyst Rory Carron discuss how big alcohol is diversifying beyond just alcohol, Vail Resorts' plans for its latest big acquisition, Facebook's next bet on hardware, and more. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?
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Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market each day. |
| 0:06.4 | It's Tuesday, September 24th. I'm your host, Jason Moser, |
| 0:10.0 | and we've got a packed consumer good show for you today. |
| 0:13.5 | We're taking a look at how the big alcohol companies are diversifying away from alcohol. |
| 0:19.5 | We're going to check out the state of Vale Resorts. Facebook continues to try to break into hardware. |
| 0:25.5 | We'll dig into the opportunity in online luxury and we even have another |
| 0:30.3 | installment of what's the last stock you bought and why. |
| 0:34.4 | Joining me this week all the way from the other side of the pond and lovely Ireland. |
| 0:39.1 | Been there, love it. |
| 0:40.3 | I gotta get I gotta get back there Rory head analyst on the investing team with |
| 0:44.0 | my Wall Street you may remember it as Rubicoy and they've rebranded to my Wall Street |
| 0:48.6 | it's Rory Karen Rory has everything going. It's all going very good here, Jason. |
| 0:54.0 | It's the hottest day of the year and I'm in a very, very hot studio, so glad to be on with you. |
| 0:59.0 | We'll forgive you if we hear the ice clinking or the water golfing. |
| 1:04.0 | Speaking of hot and thirsty, I mean I think that's a nice segue into our first subject, |
| 1:10.4 | the first topic today. |
| 1:11.8 | Talking a little bit about alcohol companies, the big |
| 1:14.1 | alcohol companies out there and how they're diversifying away from alcohol. |
| 1:19.3 | You know, I was reading on my Wall Street on your app, the recent post that you all put up there on the five |
| 1:28.0 | big brands out there. |
| 1:29.0 | We're talking about brands like AB Embed, and Molson Coors, and Heineken, Diageo and Constellation brands, |
| 1:35.0 | how they're diversifying away from alcohol. |
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