One of the big macro themes that I am long-term bullish on is availability of clean drinking water, especially as the global population continues to grow. Water technology companies that have the ability to treat and deliver water at the local level become increasingly strategic and valuable when one considers global population growth (Africa, India … Continue reading Food for Thought: WaterTech
Carlos Brito Is On His Way Out as BUD CEO. Did BUD’s Board Try To Help Brito?
CEO's need to be comfortable with some level of diversification to keep their companies relevant over the long-term. Long-time Anheuser-Busch InBev (ticker: BUD) CEO Carlos Brito was not afraid of big acquisitions. However, his most notable large acquisitions (Anheuser-Busch and SABMiller) failed to add new beverage categories to the tired product portfolio while weighting it … Continue reading Carlos Brito Is On His Way Out as BUD CEO. Did BUD’s Board Try To Help Brito?
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