Constellation Brands, Inc.
STZ
position
long
Marc Cohodes
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
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While Marc Cohodes' positive view suggests potential, the lack of concrete outcomes or developments means we cannot definitively conclude the effectiveness of the pitch.
Raw excerpt
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