Awakening Lions in Argentina
Last month, I recommended the shares of the premium Brazilian brewer Ambev (ABEV). Our shares are already up a couple percent, and I expect Ambev to be a fantastic investment for us once it really hits its stride. The surge in AI spending is all but guaranteed to lead to a sustained boom in commodities, which should in turn lead to a sustained boom in spending on consumer goods… like premium beer! Of course, this isn’t the first time we’ve invested in South America…
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