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Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04

The Acquirers Podcast

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Trends in the Alcohol Industry

This chapter examines recent trends in the alcoholic beverage industry, contrasting the performance of spirits with declines in wine and beer. It explores demographic shifts, the impact of the pandemic on drinking habits, and the concept of premiumization among consumers. Additionally, it discusses brand dynamics, investment strategies, and the evolving landscape of consumer behavior in the marketplace.

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