Hedgeye CEO Keith McCullough is adding Boston Beer (SAM) to the short side of Investing Ideas. Below is a brief note.
Want to make short selling great again? Here's a checklist for #Quad2:
A) Consumer Staples (underweight in #Quad2)
B) COVID winners (tough 2021 comps)
C) Top end of the Canadian guy's Risk Range
As subscriber's to both The Call @Hedgeye and Consumables Pro are well aware, Consumables analysts Howard Penney and Daniel Biolsi just went negative on a name that checks all 3 of those boxes: Boston Beer (SAM).
Sellem on green so that you don't have to chase fire engines like many are today,
KM
