How Rational Investing - Cameron Stewart, CFA’s view on $KO changed

2026-08-12Bearish
“The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!”
KO valuation is rich relative to low growth; bearish stance.

So, Coca-Cola uh beat earnings on revenue, $13 billion in revenue, up 6%. Their stock doesn't look like it's doing too much. I said it was a 32% uh, excuse me, 20 23 times enterprise value.

EPIDA seems rich to me. Uh, for a company that largely isn't really growing revenue all that much. Earnings not doing a whole lot.