Buy SAM by Sep 8, 2026.

**Positions:** SAM — 175 shares (low 6m float, 23% short, will re-rate *violently* when it does) BF.B — 1,000 shares DEO — 325 shares I think alcohol stocks offer some of the best deep value in the market right now. The sector has been crushed because investors believe: (1) GLP-1 drugs will permanently reduce drinking, (2) Gen Z drinks less than previous generations & (3) COVID created too many breweries, spirits brands, canned cocktails, and too much inventory. Here’s why …