Yes good idea. I’ll be doing that slowly over the next 8 weeks. Each week I’ll be discussing my portfolio in more detail and after that I’ll get it all tracked 👍
I'll also suggest you to disclose your Intrinsic Value for every company you talk about and or talk more in deep about how much you evalute the company.
I don’t really think it is a stock for years with their current spend on marketing. I never knew half of the cool benefit that you highlighted which could have helped more consumers. My point is, companies that market’s aggressively like Coca-Cola did for coke in the soda drink category can be kept for years. If the advertising isn’t improving, I’m afraid it is just to hold for months and sell.
Exactly my point, not enough. Don’t get me wrong is good, but it should be better. They own a unique space currently that is not yet duplicated or saturated with alternative like other energy drink. I feel it’s for them to dominate via marketing such
Great Article!
Are you willing to post your portfolio performance on this blog?
Thanks.
Hi Steven,
Yes good idea. I’ll be doing that slowly over the next 8 weeks. Each week I’ll be discussing my portfolio in more detail and after that I’ll get it all tracked 👍
Good.
I'll also suggest you to disclose your Intrinsic Value for every company you talk about and or talk more in deep about how much you evalute the company.
Thanks.
Appreciate the advice Steven!
Interesting write-up!
Thank you!!
Nicely written, Oliver. Solid analysis.
Appreciate it Denis!
Great post!
Thanks Daan!!
I don’t really think it is a stock for years with their current spend on marketing. I never knew half of the cool benefit that you highlighted which could have helped more consumers. My point is, companies that market’s aggressively like Coca-Cola did for coke in the soda drink category can be kept for years. If the advertising isn’t improving, I’m afraid it is just to hold for months and sell.
Thanks for your insight!
Sorry are you saying the CELH marketing/ advertising isn't good?
Exactly my point, not enough. Don’t get me wrong is good, but it should be better. They own a unique space currently that is not yet duplicated or saturated with alternative like other energy drink. I feel it’s for them to dominate via marketing such
Great write up