The Passport Collection from Vinovest & Macallan from Rally

Welcome to Wine and Whiskey Insider for June 27th, 2022.

We give you the scoop on undervalued, mispriced, and hidden gems in wine and whisky investing.

New here? Check out previous issues of our wine and whiskey posts.

Let’s go!

Wine and Whiskey in 2022

Wine and whiskey have been one of the few bright spots in 2022.

The Liv-Ex 1000 (below) continues to punch northward showing no real signs of slowing down.

caption for image

Wine on fractional platforms looks like it’s trying to fight back to even.

All stats come from assets trading on secondary markets at Otis, Collectable, and Rally

The Rare Whiskey Icon 100 index is doing well too, up over 16% on the year.

Courtesy www.rarewhisky101.com

Last week

A good week for fractional wine and whiskey investors.

Finally some green.

This week

Offerings on fractional marketplaces

Macallan 1938 on Rally

’38 MACALLAN WHISKY (RED RIBBON)

  • Market Cap: $20,500
  • Inferred Value: $20,500
  • Drop Details: 7/1/2022 on Vint
  • Our view: [Insiders Only]

The Passport Collection from Vinovest

A wide variety of wines

This is sort of an unusual collection from Vinovest, as its theme seems to be that it’s not got a theme. Its seven wines come from:

  • Portugal 🇵🇹
  • Italy x2 🇮🇹
  • France x2 🇫🇷
  • The United States 🇺🇸
  • Australia 🇦🇺

All but the Krug are reds, though the 2016 Taylor’s is obviously a port, so slightly different.

The pick of the litter for me is the Krug.

At $175 on Vinovest, it’s the second cheapest I could find the bottle online. The average price on wine-searcher was $217, and Vinovest lists the value at $201. So a good price all around, but that’s not what I *really* like about it.

The price history on both Vinovest (I believe they use Liv-Ex pricing) and wine-searcher is strong. Both are trending up but haven’t gone parabolic.

via wine-searcher

It’s also getting more popular. According to search rank data from wine-searcher, it’s gone from the 1366th most popular champagne a year ago to the 501st. It’s hard to tell with the log scale, sorry.

via wine-searcher.com

It’s also very liquid (that pun never gets old) with over 400 offers on wine-searcher.

At auction

If you’ve got slightly more to spend, you could do worse than this selection of twelve bottles of 2004 Vosne Romanée Domaine Leroy from Sotheby’s. Burgundy has been on fire lately (up 50% YoY), and this vintage is a macrocosm of that recent performance.

via wine-searcher.com

While the overall Burgundy market dipped a bit in 2019, retreating perhaps 15%, the 2004 Vosne Romanee held up nicely.

It’s also getting tougher to find with open offers dipping into the single digits since 2014. There are frequently only two or three bottles available at a time, which is one reason this lot of twelve is such a catch.

via wine-searcher.com

It’ll probably go for more than $60k, but if you can swoop in around that price point, you could be onto a winner.

Last but not least, our podcast

In this episode, Horacio spoke with Alfonso De Gaetano, the Founder of Crurated – a wine membership platform that allows wine enthusiasts to buy great wine straight from the producers.

Alfonso has implemented a tracking system using blockchain technology that tracks a wine’s movement from the vineyard to the buyer’s home. He talks about getting into wine as a hobby, the appeal of high-quality wines, and more:

That’s all for this week.

Got a friend who likes wine? Please forward them this post, or recommend us (below). We’d appreciate it.

Make sure you sign up to our Discord, where issue previews and in-depth valuations get kicked around.

Cheers,

Wyatt

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Author

Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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