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mentions

voices

$TAP

Molson Coors Beverage Company - Class B

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$TAP

Molson Coors Beverage Company - Class B

Past 12mo:9mentions2voices

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All voices9 mentions since Jun 2025calls only

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Frequently asked

Who mentions $TAP most on Surfaced?

@valuedontlie (Colin King) mentions $TAP most — 6 mentions in the past 12 months.

When was $TAP first mentioned on Surfaced?

The earliest tracked mention of $TAP in the Surfaced archive was on Jun 17, 2025.

How many voices track $TAP?

2 FinTwit voices have mentioned $TAP 9 times in the past 12 months.

What kind of voices mention $TAP most?

$TAP is mentioned most by Long Research voices on Surfaced.

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Recent mentions

9 mentions

@tsoh_investingMar 27, 2026 · 12:20 PM

$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 get the whole trifecta working; we believe we have the opportunity to do that with Fever-Tree." https://t.co/U6lqdedkVi

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@valuedontlieJan 19, 2026 · 1:33 AM

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 stocks to catch a bid and they still trade at single digit multiples. Prob early still?

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@valuedontlieNov 23, 2025 · 2:16 AM

$TAP would be +20%

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@tsoh_investingNov 14, 2025 · 10:10 AM

"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.S. Sales Brian Feiro called out that Fever-Tree 'has a ton of runway'." https://t.co/sEtyLBcECB

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@valuedontlieSep 22, 2025 · 6:15 PM

Some cheap bigger caps trading at 4-6% dividend yields: $MO $TGT $TAP $HRL $KEY $CVX $HPQ $SWK $KVUE $AMCR $CMCSA

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@valuedontlieAug 22, 2025 · 1:01 PM

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/gkSAPnxlXQ

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@tsoh_investingAug 11, 2025 · 10:25 AM

$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 Fever-Tree's presence across both existing and new channels / buying outlets."

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@valuedontlieJun 22, 2025 · 4:17 PM

@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 gotten suckered into bad balance sheets, but requires more accurate outlook on fwd results

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@valuedontlieJun 17, 2025 · 3:58 PM

Some examples from my list: - Reorg $GTX - Spin-off $STRZ - Turnaround $MNRO - Inflection stories $CVEO - GoodCo / BadCo $THRY - Management change $MNRO x2 - Public LBO / deleveraging $TAP (late innings) $MAGN (early)

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