reply
by a searcher
3mos ago
from University of Southern California
in San Francisco, CA, USA
Agreed on 1) and looked at a few whiskey related projects that fit this profile. Spirits boomed when capital was abundant and consumer demand was surging in the pandemic, but now many producers are facing higher financing costs, distributor consolidation, and inventory overhang. Curious if you’re seeing fundamentally good distilleries that are simply overlevered or if demand has truly shifted
reply
by a searcher
1w ago
from Regis College
in Austin, TX, USA