I just got off the $CELH earnings call and I'm probably even more bullish than I was coming into today.
$CELH is down 30% today which is painful but I believe this is a great buying opportunity for long term investors like me.
Press release: celsiusholdingsinc.com/wp-content/upl…
$CELH is down 30% today which is painful but I believe this is a great buying opportunity for long term investors like me.
Press release: celsiusholdingsinc.com/wp-content/upl…
If you like numbers and data then I'd highly recommend you listen to the $CELH call once the replay is available -- it was one of the best calls I've heard in a long time.
Replay: investornetwork.com/event/presenta…
$CELH is doing everything right for a $3 billion company growing at 74%
Replay: investornetwork.com/event/presenta…
$CELH is doing everything right for a $3 billion company growing at 74%
I started buying $CELH last summer when the stock was in the mid teens. Over the past 8 months I have continued adding to my position. Even though the selloff today is frustrating, my LT investment thesis has not changed.
US store count for $CELH is now at 82,000+ stores which is a 28% increase from a year ago. I would not be surprised if $CELH surpassed 100,000+ stores in the next 12 months. 
I will listen to the earnings call again tonight and take some notes for my interview with the CEO tomorrow but one of the most exciting pieces of information is that $CELH is rolling out thousands of branded coolers.
Currently they have 200 coolers deployed with another 1200+ on the way. The stores with branded coolers are already reporting a 200% increase in $CELH sales. This is huge!!!
$CELH also increased gross margins quite dramatically over the past year.
$CELH also increased gross margins quite dramatically over the past year.
I remember in the book "100 baggers" by Chris Mayer he explains during the time it took $MNST to become a 100-bagger the stock dropped more than 25% on 10 different occasions.
If you had sold during any of those drops you would have missed most of the upside.
If you had sold during any of those drops you would have missed most of the upside.
Holding one of your favorite stocks on a 30% drop is not fun but this is why it's important to do your homework, understand the LT opportunity, be diversified in your portfolio and be patient.
Sometimes you need to take a deep breathe and let the story unfold for others to see.
Sometimes you need to take a deep breathe and let the story unfold for others to see.
Don't forget about my interview tomorrow at 2pm EST with the CEO of @CelsiusOfficial aka $CELH
You can register here: zoom.us/webinar/regist…
I assure you this is not an interview you will want to miss. We're going to unwrap this bull story which is still in the early innings.
You can register here: zoom.us/webinar/regist…
I assure you this is not an interview you will want to miss. We're going to unwrap this bull story which is still in the early innings.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
