7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.

Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher. Image
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping

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More from @JonahLupton

2 Jul
I just got Nielsen scan data for $CELH over last 12 weeks: +198%

This means for Q2 revenues $CELH should do around 198% YoY for US

If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀

Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.

Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH

I have $CELH doing $290M+ in 2021. ImageImage
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬 Image
Read 5 tweets
29 Jun
Today I spoke with 10 different hotels in Florida including Miami Beach, Coral Gables, Fort Lauderdale, Hollywood and Tampa.

Every property I'm talking to either has insane room rates or no event space available or event space that's too small for 500+ people.

Please read 👇🏽👇🏽
Since I'm not a professional event planner I just hired one to help me out.

Don't worry, this won't change any of the event costs or ticket prices -- she actually gets paid by the hotel as a "finders fee or commission" for bringing them our business.
After spending most of today on the phone, I'm less confident we'll be able to do this in Miami. Even if one of the nicer hotels has the available event space for us (and most don't), the room rates are $450+ per night at most places and nobody is doing discounts over 10%.
Read 9 tweets
27 Jun
Last week I posted that I'd be putting together a FinTwit event in Miami over Columbus Day weekend (October 8th-10th).

I joked that we'd have fun whether it was 20 or 200 people.

Well, looks like it's going to be 500+ people so now the real planning begins.
I put together a temporary website this weekend which you can find at FinTwitMiami.com

I’ll have a better website up and running later this week.
I’m currently talking to 4 different hotels in Miami Beach in order to find the best deals for our group.

Hopefully I can negotiate some decent room rates as well as food/drink packages.
Read 13 tweets
13 Jun
I’ve seen a few people commenting on this post that some Dad posted about his 14 year old son having a job — figured I would chime in with my thoughts.

Spoiler alert:
I have no problem with a 14 year old working as long as it’s their decision and the employer follows the laws
I got my first job at a corner store & deli when I was 14 yrs old and the minimum wage was $4.75/hour.

My responsibilities included stocking shelves, checking in deliveries, sweeping/mopping, taking out the trash and working the cash register. Not fun stuff but it was a job.
I probably worked 10-15 hrs per week during the school year and 25-30 hours per week during the summer.
Read 21 tweets
10 Jun
If anyone likes pullbacks to the 50d, you just got it with $CELH

This will be a great opportunity for some smart investors to come in and take advantage of the 25% pullback from the recent highs.
Tuesday was probably profit taking, yesterday was flat and today it's down 15% because of a stock offering but clearly most people are clueless about the details so let me help you.

The company is selling 6.5M shares but only 1M shares are new shares.
otcdynamics.com/celh-celsius-h…
5.5M shares are being sold by a few large insiders that have owned this stock for many years, they are just taking some profits like most of us do from time to time. On average they are selling 10% of their shares which means they are keeping the other 90% of their shares.
Read 10 tweets
6 Jun
3 months ago I went into my local bike shop to buy a new bike — he said the next shipment was June so I put myself down for a Trek Verve since I already have one and like it.

I went there yesterday to see if my bike had arrived yet — he said they’re coming in around June 24th.
I asked if I could do orange instead of black — he said, sure but you’ll have to wait until late August for that shipment

I said, okay put me down for the orange too
I then asked just out of curiosity do you have anything nicer you could sell me today

He said, I have zero bikes to sell in any price range. In fact, most of my suppliers are telling me 15-18 months as the lead time on new orders.
Read 4 tweets

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