I work at Chewy and they stock the fridge with them and they're usually gone by the afternoon. I don't think we're the only workplace this is happening.
@NathanXSavage4 ай бұрын
I brought some chewy stock at $16, working out well so far, I like the business.
@georgesamaras292213 күн бұрын
you underestimate the power of free ..
@jeffkessel828814 күн бұрын
Sold a Jan 26 put this morning at 30 strike. Got 880$ premium upfront. Breakeven is 21. You like this ? I’m not a big options guy but that is a really nice premium upfront. Unless things fall apart.
@rocketscience7779994 ай бұрын
Great video. At the end of the day, I think the drop in CELH stock is profit taking. Every great stock that has a massive gain over several years, has had instances of 10-30% drops in the stock price. To be a successful investor, you need to figure out which companies are worth sticking with. I think CELH will pay off in the end, but there will be bumps along the way. I don't have enough confidence in CELH to make it a core investment, but I do plan on sticking with the company for the long term. BTW, I walk 5 miles a day with a weighted vest, and IMO theres nothing better than a cold celsius drink when I'm done. If you buy it by the 12 pack from Walmart, its only $1.75 per can.
@unrivaled4 ай бұрын
Thanks for sharing!!
@joakimforsberg59463 ай бұрын
Open a can before your walk. Take 3 big zips. Walk only with that and a empty stomach. You will walk 5 miles with ease. Enjoy the rest of the can when you get home. Dont rush to food - watch your kilos melt away. Thk me later 🙏
@fakealias4 ай бұрын
Looking at relative market caps, MNST is only about 2-3x and is top dog in the energy drink industry with multiple brands. Based on that it's hard to justify CELH as a multi bagger unless you think they can topple MNST which I think is extremely unlikely over the next decade. MNSTs product lines dont give me the feeling of internal destruction like CELH does as long as I get one thats sugar free. Side note, I do have a material position in MNST as well so a little bit of bias there.
@iakobkv2714 ай бұрын
yeah, right.....
@TheParamike2 ай бұрын
Started a large position in CELH today👍🏻. Bottom must be very close
@engineeringVirtueАй бұрын
@TheParamike maybe soon, 32 today but sentiment still negative...
@flydoctor75974 ай бұрын
You need to do more digging in what insiders are selling. The people who are selling all those shares are related to the founder who died last August and owned about 1/3 of the total shares. These family members are simply selling shares to pay the inheritance tax.
@Rossdink4 ай бұрын
I looked up the stock because I noticed it was replacing my Starbucks or dunkin coffees on a lot of days. It’s in the break room at my work. But what the hell is in green tea extract? How could it shut down your liver?!?!?!?!
@joakimforsberg59463 ай бұрын
Drink with ease. One can should last half aday. Zip it here and there and youll go on for hours. To much of anything inst healthy not even water. Ive had this drink for 10 years and should probably work for the company...
@Ghjgdsfh7643 ай бұрын
Nice video, I like Celsius, I think a concern has been more entrants into the "healthy" energy drink category, and the lack of a moat are considerations to take into account. Not only direct competitors on the same shelf, but also Dutch Bros and Starbucks launching or have energy drinks. I think a bit of a loss in market share or no increase in market share without any identifiable competitive advantage should result in a revaluation. I like the company, but consumer sentiment lack of an intangible or any other moat should result in a lower valuation
@timb63664 ай бұрын
There’s some wonkiness with inventory and some fingers crossed with shelf space resets. There’s been a few tough Tuesdays lately when the scans data comes out and reduced pricing isn’t endearing. Also near all time highs and there is nervousness about consumer spending. On top of all that there are some conferences going on right now that are always big catalysts. At the PE it’s at; everything needs to be perfect...if the market gets a whiff that growth is slowing it will rerate lower. I was long through earnings via options and closed the position last week when my target was reached. Sat on my hands today because I didn’t want to try to catch a falling knife. When the dust settles I’ll probably look to go long again if fundamentals still make sense.
@jacqdanieles4 ай бұрын
The inventory murkiness kept me out. Was afraid it may turn out to be channel stuffing & even accounting shenanigans.
@gordong.51544 ай бұрын
Loove CELH! The taste and the stock!
@DiamondMind9493 ай бұрын
Energy drinks require moderation... having said that I've never tried Celcius, but I'm going to try some and I might buy the dip this week (Jul 15, '24). Wow... after looking up prices here in Korea, $40 for 24 cans seems kinda steep.
@lawrencethomass8164 ай бұрын
Might be a good stock. That being said I don’t want my kid drinking it !
@carpetsushi242 ай бұрын
Can we get an update on this
@nickhollis53084 ай бұрын
Good news is as long as Costco keeps selling it then it still reaches millions. Sure Walmart does too so that's a plus. Contributes alot to there numbers.
@holyhandgrenadeofantioch20194 ай бұрын
Also at Sam’s Club
@brianh90144 ай бұрын
Ralphs/Albertsons
@dmullinax10002 ай бұрын
Started a position today at 47.42. Right on a support line.
@engineeringVirtueАй бұрын
@@dmullinax1000 ouch
@andreasl333 ай бұрын
I am wondering about customer loyalty in that market. If it is so easy to gain share for Celsius (and Monster before them), why would not a new entrant in a few years win share quickly?
@brianh90144 ай бұрын
Wish had bought when was around $55 seems just a couple months ago. Used to own a couple yrs ago before it ran. I enjoy the drink, only will buy when on sale. 😊 possibly pick up shrs, the Pepsi joint seems good. Thanks for the vid. 😊
@pazuzuxx2 ай бұрын
It's at $42!!! Load up!
@opencase99034 ай бұрын
This is about a third of the market cap of monster, who DOMINATES the market. My question to you all: do you think this company is 1/3 the value of Monster or do you see it becoming 1/3 as valuable within what you consider a reasonable timeframe? The stock can do whatever it wants. It might outperform. It might flop. But the fundamentals suggest there's still a long way down.
@engineeringVirtueАй бұрын
@opencase9903 good at 32 now or wait till mid 20's?
@stoyanminev1714Ай бұрын
Do you still own CELH or did you sold out of it? -50% from the price in the video
@lyuboantonov4 ай бұрын
Follow the money This reminds me an episode of "Billions"
@tradingfundamentals4 ай бұрын
I can't get my self to buy stock in energy drinks. They come in and out of trend too often.
@marcogonzalez52053 ай бұрын
He estado comprando CELH con esta bajada, me parece interesante compañía pero no me gustaba la valuación, ahora debajo de 60 USD parece justo
@Pizza-gb1ch4 ай бұрын
90 P/E and 75 P/FcF. 💁 Too pricey for me.
@ahsanawan7654 ай бұрын
How you calculate that
@sav54774 ай бұрын
It’s actually 50 PE.
@johnmcquaid75244 ай бұрын
Very interesting video. Enjoying the channel. Thank-you!
@hanselk194 ай бұрын
I don’t like that one because the drink is unhealthy what do you think about big lots it has high short interest and a low float
@MrSimp7514 күн бұрын
Did you sell it???
@AdryianBoydDodd4 ай бұрын
It went down a lot but P/E is still high. I'll pass.
@B2F_Investing4 ай бұрын
Thanks for sharing Daniel!
@mikecole16644 ай бұрын
Great video as usual. Very competitive market. Not much of a moat imo.
@Pizza-gb1ch4 ай бұрын
Yeah but it's backed by the other gorilla in the space. Coke distributes Monster and now Pepsi diatrubutes Celsius. Those two control the premium shelf space.
@ASenseofCapital4 ай бұрын
For sure an interesting "story", no matter if you are invested or not.
@CaiogaspАй бұрын
Time for another video Daniel. Big drop from here.
@Anderson-wf6ok4 ай бұрын
Thanks
@tarigmergani39034 ай бұрын
Make a video about the recent sell off in Salesforce 🙏🏽
@davidp2524 ай бұрын
Does Celsius have some secret recipe that prevents 100 other companies from making the same thing? Is it just the cool name? If so, I can make a cool name right now 😁 If we want to invest in Celsius' execution, I would argue that the better idea might be to invest in Pepsi. If Celsius executes, Pepsi will benefit. But if they don't, Pepsi won't even feel it.
@Sam__20004 ай бұрын
Great video man!
@FainaruFurasshuАй бұрын
Just bought at $32 lmao
@Black-Circle4 ай бұрын
not to worry
@ssjj005Ай бұрын
It's going down sub $30
@okboomer62014 ай бұрын
No no no. It will touch the 40's This calendar year
@brohymn67974 ай бұрын
Why is your stock pick tanking 😡
@sercan2727274 ай бұрын
It's just algorithmic selling, looking at weekly chart there is no weakness in chart at all regardless of the drop. And good morning to folks who didn't know caffeine is harmful in big quantities
@vaenusatish72174 ай бұрын
“Chai tea”
@engineeringVirtue2 ай бұрын
Ill buy in the 30s...
@InfernoTunaАй бұрын
It's 36 now
@engineeringVirtueАй бұрын
@InfernoTuna and 32 now... but latest company news not good, stock may be stuck in decline until some positive catalyst..
@InfernoTunaАй бұрын
@@engineeringVirtue what's the latest company news? 11% dip today
@engineeringVirtueАй бұрын
@InfernoTuna Pepsi has dramatically reduced orders for restocking shelves and company is experiencing reduced margins as needed much higher volume to keep costs down
@mattanonysaurousrex4 ай бұрын
I don't think this much caffeine is good for people. Caffeine is a culturally accepted drug that has beneficial immediate symptoms and negative symptoms when it is leaving. Since people want to believe it's good for them, it's not hard to convince them it's true. For me it makes a huge difference in quality of sleep. I challenge anyone with sleep issues to cut caffeine for 3 weeks and then track how well you're sleeping. In any case, I like the stock. People can buy what they want as long as I'm not paying for their health insurance :)
@InStevenWeTrust4 ай бұрын
Growing up, my gaming buds and I had Bawls and Mt dew for those all night lan parties. Nowadays, these drinks are hilariously mild in terms of caffeine compared to what’s readily available everywhere. And more and more caffeine in these drinks just seems to be getting more normalized each year. 300-400mg in a can or drink is just bananas
@audiotechplus14 ай бұрын
Too much caffeine is bad for you. Replacing coffee with a Celsius does two things .. (I drink it black once a day or other day) .. you replace the gut positive that comes with a cup of coffee with a product containing Sucralose .. which destroys the gut bacteria.
@humanbeing53004 ай бұрын
No way Celsius caused that. It’s just caffeine in thousands of drinks and coffee
@chadparker44854 ай бұрын
Check out Gary Brecka’s take.
@carlotonydaristotile74204 ай бұрын
Buy the dip
@iakobkv2714 ай бұрын
LFG TO THE MOON?
@iamchristian76314 ай бұрын
Def
@paulevans22464 ай бұрын
👍
@sutharshan.b4 ай бұрын
Hi Danial, Please provide video about "Destiny Tech100 - DXYZ"
@adultingmade_easy27 күн бұрын
Looking at the chart this was a classic pump and dump
@InStevenWeTrust4 ай бұрын
Caffeine crash
@anescapepat4 ай бұрын
Electrolyte water!!?? So you add salt to your water 😂 I've added salt to my beer but never water.
@tiffbluestocking20204 ай бұрын
2 a day? 🤦🏾♀
@jihwi3869Ай бұрын
Are you alive??
@wheresyourheadagentkujan4 ай бұрын
This feels like self therapy.
@druvaciam54073 ай бұрын
CELH is crashing again. No floor in sigh.
@Kirix3 ай бұрын
lol
@zenastronomy4 ай бұрын
Celsius is not healthier
@unrivaled4 ай бұрын
Than Red Bull or a frappacino?
@zenastronomy4 ай бұрын
@@unrivaled than other energy drinks. Just cos they put nice fruit pictures on the front. doesn't make it healthier.
@funnyguylol694 ай бұрын
Coffee or tea is healthier and tastes better. I don't understand the hype.