Fintwit Burner @FintwitEnjoyer

There is SO much growth ahead $CELH

Jonah Lupton @JonahLupton

a month ago

There is SO much growth ahead $CELH

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$DLO earnings were solid. Management’s communication on expectations is improving. Pedro Arnt is an elite CEO and will lead the company to greatness. Adding shares below $15. Very long $DLO

No $CELH in the @CentralMarket to-go section. There’s still so much growth to be had! Very long $CELH

Celsius sold out at @CentralMarket, even with terrible shelf placement. Still so much growth ahead. $CELH

$SE earnings tomorrow morning, let’s goooo!

Quantifying the Celsius Holdings Monster $CELH Since 2015, North America revenue has grown at a CAGR of 85% ($8.8 million ➡️ $1.26 billion) EV/GP has expanded from 3 ➡️ 30 Leading to stock returns of 96% PER YEAR since 2015

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We’re in business 😎😎😎 $CELH

Jonah Lupton @JonahLupton

2 months ago

We’re in business 😎😎😎 $CELH

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Sold my $PUBM shares after earnings for the sole reason that the company was no longer one of my best ideas — holding the cash until one of my best ideas enters my buy range.

$CPNG up nearly 30% in 3 months, we love to see it. Still a buyer in this range.

Key point: Bom Kim believes $CPNG can drive long-term margin expansion off this compelling base and regularly emphasizes his goal of maximizing cash flow per share. Buying at this point will generate outsized returns for investors willing to be patient with Farfetch and Taiwan.

L.A. STEVENS @LA_stevens_

2 months ago

Key point: Bom Kim believes $CPNG can drive long-term margin expansion off this compelling base and regularly emphasizes his goal of maximizing cash flow per share. Buying at this point will generate outsized returns for investors willing to be patient with Farfetch and Taiwan.

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Big week of earnings ahead for me: $PUBM, $CPNG, $CELH, and $PARA. Also watching $CAVA very closely as I’d like to open a position if it falls precipitously.

Added $MELI at $1600 earlier today. Trading at roughly 20x ttm free cash flow and growing rapidly with an elite management team.

"If I could avoid a single stock, it would be the hottest stock in the hottest industry, the one that gets the most favorable publicity, the one that every investor hears about... and succumbing to the social pressure, often buys." - Peter Lynch $NVDA

100% agree. Pedro is the x-factor and he wouldn’t join a shit-co. Added @ $15.95 today and feel very good about it. The market will surely re-rate the stock higher when they see stability in Argentina, which is already happening with Milei’s free-market reforms. Very long $DLO.

Frank Slootman’s Abandoned Projects @davey_juice

2 months ago

100% agree. Pedro is the x-factor and he wouldn’t join a shit-co. Added @ $15.95 today and feel very good about it. The market will surely re-rate the stock higher when they see stability in Argentina, which is already happening with Milei’s free-market reforms. Very long $DLO.

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Ozempic threats are overblown in my opinion and have actively added $KO, $PEP, $MDT amongst others because Ozempic is expensive and has terrible side effects that will lead to many people falling off the drug, not to mention supply constraints.

Brett @CCM_Brett

2 months ago

Ozempic threats are overblown in my opinion and have actively added $KO, $PEP, $MDT amongst others because Ozempic is expensive and has terrible side effects that will lead to many people falling off the drug, not to mention supply constraints.

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$CPNG is a margin game and with ads driving meaningful high margin revenue in the not too distant future, the stock will be re-rated higher. $CPNG acquisition of Farfetched will also help accelerate margin expansion and improve their moat. Long CPNG.

L.A. STEVENS @LA_stevens_

2 months ago

$CPNG is a margin game and with ads driving meaningful high margin revenue in the not too distant future, the stock will be re-rated higher. $CPNG acquisition of Farfetched will also help accelerate margin expansion and improve their moat. Long CPNG.

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$SE ads, computing, and re-launch of Free Fire in India gonna send the stock off to the races and drive high margin revenues. It’s unimaginably insane that the market isn’t pricing in obscene potential. Long $SE.

L.A. STEVENS @LA_stevens_

2 months ago

$SE ads, computing, and re-launch of Free Fire in India gonna send the stock off to the races and drive high margin revenues. It’s unimaginably insane that the market isn’t pricing in obscene potential. Long $SE.

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I have absolutely no doubts that $MELI is gonna produce massive results. This valuation will appear dirt cheap by 2030. Extremely long $MELI.

Max Bosenko @MaxTheComrade

2 months ago

I have absolutely no doubts that $MELI is gonna produce massive results. This valuation will appear dirt cheap by 2030. Extremely long $MELI.

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$MDT expecting some nice sequential growth from the mini-med 780 system in the USA. Medtronic is a sleeping giant on the verge of long-term high single digits earnings and dividend growth. Very long $MDT.

Earnings Whispers @eWhispers

2 months ago

$MDT expecting some nice sequential growth from the mini-med 780 system in the USA. Medtronic is a sleeping giant on the verge of long-term high single digits earnings and dividend growth. Very long $MDT.

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