$CELH just annihilated Q3 earnings!!!

Analysts were looking for $73M

$CELH just reported $95M which beats the estimates by 30%

I can't think of another company that beat Q3 estimates by this much.

US revenues up +214% YoY

I just added to my position.

celsiusholdingsinc.com/wp-content/upl…

FWIW, $95M is 157.5% YoY revenue growth compared to 2020 Q3

CELH is just getting started because they're now authorized in 118k locations with 224 DSD partners. As they get into 2022 resets $CELH will probably double their shelf space and cooler slots.

I told everyone that revenue growth would accelerate as they added more DSD partners and branded coolers into high traffic locations like gas stations and convenience stores -- now we're seeing this story play out and the results are incredible. This is still the early innings.

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Jonah Lupton 🇺🇸

@JonahLupton

5 Nov

$ABNB and $EXPE both reported Q3 earnings today... $ABNB is up 1.1% after hours while $EXPE is up 12.2% after hours.

Let's compare $EXPE and $ABNB based on the current 2021 and 2022 estimates, these will change over the next few days as analysts update their numbers.

$EXPE has EV of $29B with 80% GM, estimated $8.3B of revs in 2021 and $11.4B in 2022 for 59.4% YoY growth in 2021, 37.2% YoY growth in 2022

$EXPE is expected to do $1.17B of EBITDA in 2021 and $2.34B of EBITDA in 2022

$EXPE is trading at 25x 2021 EV/EBITDA, 12.4x 2022 EV/EBITDA

$ABNB has EV of $106B with 79% GM, estimated $5.7B of revs in 2021 and $7.17B in 2022 for 68.8% YoY growth in 2021, 25.8% YoY growth in 2022

$ABNB is expected to do $1.18B of EBITDA in 2021 and $1.57B of EBITDA in 2022

$ABNB is trading at 90x 2021 EV/EBITDA, 67x 2022 EV/EBITDA

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Jonah Lupton 🇺🇸

@JonahLupton

30 Oct

1 bd + tiny den

1 bed + larger den

@LucidMotors

Just noticed a @LucidMotors store going in a block over

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Jonah Lupton 🇺🇸

@JonahLupton

15 Oct

@Stocktwits

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If interested I run a private room — it’s the largest and the cheapest, $10/month with 10-day free trial

I post 40+ times per day including all my charts, trades, portfolio updates & performance numbers

@Stocktwits

The link to subscribe is stocktwits.jonahlupton.com

You have to signup on desktop or mobile browser — that way Apple and Google can’t take a 30% cut — but once you’re signed up you can use the @Stocktwits mobile app for everything and of course desktop works too.

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We’re there to make money and that’s it. Respect each other or get banned

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Jonah Lupton 🇺🇸

@JonahLupton

11 Oct

@FinTwitConf

Now that the @FinTwitConf is over and I’ve had 24 hours to relax I’m starting to work on my next project which is the $100,000 FinTwit stock picking contest for 2022 which will run from January 3rd to December 30th.

1st place will be at least $30,000

We’ll have 15-20 sponsors at approx $6,000 each

We’ll send out a weekly update to all participants and if you unsubscribe you will be ineligible for any cash prizes 🤓

The other catch is this… we’re only doing this contest if we get at least 15,000 entries so I will need everyone to help me promote it once I launch the website and submission form.

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