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Brown-Forman

Discussed in 2 interviews.

Interviews

• Spring 2024 Adam Patinkin David Capital Partners Interview, p. 24 ↗

  David Capital started in 2011 with $2 million. Adam explains his supply-side approach to shorts, with Brown-Forman as the example, and his value-plus-catalyst longs: Vistry, eDreams and Lifecore.

  Companies: Brown-Forman, Vistry, eDreams ODIGEO, Lifecore Biomedical Short sellingSpecial situationsInternationalBuilding a firm
• Spring 2012 Tom Russo Gardner Russo & Gardner Interview, p. 1 ↗, continues p. 31

  Tom looks for managements with the 'capacity to suffer' through early hits to reported profits to build an advantage. He talks about Nestlé, Mastercard, Martin Marietta, Brown-Forman and E.W. Scripps.

  Companies: Nestlé, Mastercard, Martin Marietta Materials, Brown-Forman, E.W. Scripps Quality compoundersInternationalJudging management