Constellation Brands, Inc.
Thesis
Marc Cohodes mentioned Canandaigua Wine, which is now part of Constellation Brands, indicating a positive view on the company based on past investment success.
Did it work?
inconclusive
confidence: low
The pitch is only a vague positive reference to a past investment success (Canandaigua Wine, now part of Constellation Brands), with no stated catalyst, price target, or time horizon. No price performance data is available and no time elapsed is known, so there is nothing to confirm or refute whether the implied long view played out.