Preliminary Analysis Case Study #1 Part 1- Constellation Brands

Preliminary Analysis Case Study #1 Part 1 Constellation Brands

Years ago, I would spend hours researching one company on a preliminary basis so I could figure out if I wanted to do further research on it and possibly invest in it.

And I would do this full hours long process on a company no matter what I found out during the preliminary analysis.

Not only was this a massive waste of time spent researching companies I knew I wasn’t going to invest in, but this process only allowed me to go through one company on a preliminary basis in an hour or two.

With more than 20,000 companies available to research worldwide, I knew I needed to streamline this process a lot.

I needed to get rid of crap companies faster and evaluate more companies in a shorter time.

By doing these two things it would not only allow me to find potentially great investments faster but I’d also learn more industries and business models faster as well.

So out of necessity came my preliminary analysis checklist you can get by subscribing to Value Investing Journey for FREE here.

After developing this process I can now go through 5 – 10 companies in an hour and learn an immense amount about one company in just a few minutes.

Why am I telling you about all this?

Because one of my $10,000 coaching clients, in less than a month, went from minimal value investment knowledge to doing these full preliminary analysis on companies by himself.

He now knows what everything on the checklist means and he now wants to help others as he’s learning.  Here’s the kicker:

He graciously offered to post his first ever full preliminary analysis here on the Value Investing Journey blog so that not only can he get feedback from you to help him improve.  But also so that we could all help each other grow our value investing knowledge by doing real-world value investment case studies together.

The company he chose to evaluate is…

Constellation Brands – Stock Ticker STZ

Here’s the brief profile of Constellation Brands from its own company profile…

Simply put, we produce and market high-end beer and premium wine and spirits brands that consumers love.

Whether at home relaxing, in a restaurant marking a special occasion – or at a concert, a ball game or a day at the beach – our brands are front and center.

We understand our consumers and strive, not only to meet their current drinking preferences, but to anticipate and respond to what they’ll be reaching for next.

If you’d like to participate in this case study yourself all you’ll need is the exclusive Value Investing Journey Preliminary Analysis Checklist you can get for FREE here and Internet access to go to Morningstar.com.  That’s it.

You’ll learn best if you do your preliminary analysis before Wednesday when I release the preliminary analysis he did on this company.

And on Friday, I’m going to release part one of our exclusive training session explaining why everything is on the preliminary analysis worksheet and more importantly what everything means in terms of analyzing the company.

If you have any comments or questions please post them in the comments section below and I’ll answer them.

I’d also love to see your preliminary analysis as well so feel free to post these in the comments below.