Molson Coors Beverage Company - Class B. Every tracked FinTwit mention of $TAP, newest first. 9 mentions since the first on Jun 17, 2025. See the price chart.
March 2026 · 1 mention
Mar 27
Alex Morris (TSOH Investment Research) — $TAP CEO Rahul Goyal: "With Fever-Tree, we have an excited distributor network, an excited retail network, and an excited team to really get behind it. There's few brands where you…↗
January 2026 · 1 mention
Jan 19
Colin King — I like some of these alcohol stocks (long $TAP), but the industry isn’t despised enough yet.
Thinking back to generics after TEVA blew up… it took nearly a decade for those stock…↗
Alex Morris (TSOH Investment Research) — "Fever-Tree has successfully transitioned to the distributor network and is on track for a successful 2025, with an eye toward significant acceleration in 2026. $TAP President of U…↗
September 2025 · 1 mention
Sep 22
Colin King — Some cheap bigger caps trading at 4-6% dividend yields:
$MO
$TGT
$TAP
$HRL
$KEY
$CVX
$HPQ
$SWK
$KVUE
$AMCR
$CMCSA↗
August 2025 · 2 mentions
Aug 22
Colin King — If all alcohol (esp. beer) is secularly challenged... why haven't earnings multiples compressed more?
And why such a relative undervaluation to now underlevered $TAP? https://t.co…↗
Aug 11
Alex Morris (TSOH Investment Research) — $TAP Q2 FY25 call: "We completed the [Fever-Tree] distribution network transition in June. The incoming distributors are very excited about the opportunity to significantly expand…↗
June 2025 · 2 mentions
Jun 22
Colin King — @taobanker Agreed. Even the "public LBO" theme doesn't always pan out cleanly... $BERY $TAP $CVEO $TEVA still meh despite repaying tons of debt + maintaining stable earnings
I've…↗
Jun 17
Colin King — Some examples from my list:
- Reorg $GTX
- Spin-off $STRZ
- Turnaround $MNRO
- Inflection stories $CVEO
- GoodCo / BadCo $THRY
- Management change $MNRO x2
- Public LBO / delevera…↗