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Awesome video like always 👏

I like your points about international expansion possibly being overestimated. I believe that the concerns about competition are also valid. Investors are watching elf grow at a faster pace than Ulta, taking market share. Inflation pushing customers to less-expensive elf. Also, I bought more Ulta today.

Really love this subscribed!

Missing the portfolio update series. What happened to it ? :( Was fun to see the relative performance and comparison vs sp500 each month while you provided insights.

Your wife is cheating on you.

They did go up 50x, though. They just tanked when the pandemic was over. Seems like this list was only relevant to day traders.

"Everyone is a genius in a bull market"

Good video. I would be intereted in your thought on CHGG

you should do WD-40 next 😭

Grab Holdings is a great option to invest into Southeast Asia and worth a look. They are essentially the Uber of Southeast Asia.

I'm not sure if this had been brought up in previous earnings calls, but I have seen Celsius in China, so they have a market there, too. That being said, in my local Chinese supermarket, Monster are front and centre, you cannot miss them; they are in the drinks aisle, they are in the fridges dotted around the supermarket, and they are in a large stand before the checkouts, and in small fridges *at* the checkout. I found Celsius by accident in one of the drinks aisles, but only because I was looking for a Gatorade. Now, this isn't to say anything bad about Celsius, but they are up against a juggernaut. Their brand is also a little bland. Is it water, is it fruit, it's not clear at a glance. Red Bull has extreme sports, Monster has gaming and an element of the fitness world. Celsius has what? It really needs work in this area. Unrelated, but I'm a little surprised that Red Bull is so high when you can buy generic supermarket brand alternatives for a quarter of the price. Part of Monster's strength is the abundance of flavours, especially their sugar free options, so I'm a little shocked that one-flavour RB dominates.

Didn't know PEP is a key player :) Plugged in some numbers on my side, 30% growth next year, 25% for the 4 years after that, converging on a terminal rate in Y-10. End up with revenues of $8B Assume EBIT reaches 23%, I get an intrinsic value of 12B by using an initial 10% discount. Seems the company is trading at a slight premium, but the key question to answer is HOW will Celsius get from $1.4B to $8B in sales. I have seen optimistic growth assumptions with SAM before and it didn't end well. Again, answering the HOW is key for Celsius - I'm not saying it won't grow, I just lack the info to make a judgement. Great video, thank you!

If you predict a crash every month, eventually you'll be right

Even with their IP moat, NVDA more than most companies at the moment, needs to keep up with leading edge innovation to retain their valuation. Employees taking it easy can have an impact.

The four most dangerous words are: it's different this time - John Templeton. Yes tech companies are less capital intensive but it doesn't mean they're safer than traditional manufacturers. I'd argue that tech companies are more likely to be disrupted: google to yahoo, facebook to myspace

oh some Patrick style video. If I compare products I evaluate them by price per oz/kg/liter. Also in EU there slowly rolling out lowest price per 30/90 days to maybe better catch real discounts but I noticed shops recently just do 1+1, 2+1 instead of usual some percentage off.

Great video! Also just to mention in Hungary where I live the government made a rule that all the shops need to put a sign next to a product which size has been shrinken.

Respectfully, fuck that study, I guarantee you Id be way happier just being rich and being able to do the fuck I want instead of having to work 2 badly paid jobs having to listen to asshole bosses giving me orders everyday

Hi there, Interesting analysis - the last couple of weeks have been very interesting. I’m wondering if you’d do an update on this. Time to buy more?

Odlican video!

Great to see that you are back Kosta! Very informative video as always!

Thank you Kosta, I believe the market is over valued at this time and we due for a solid pull back

It went down 80% since that video was recorded, only 9 months ago.

Please cover BNED Barnes and Noble. They are heavily shorted and undervalued with billions in revenue. They have changed their business model and I think it could squeeze like GameStop. Probably going to load some tomorrow but I’d love to hear your thoughts on it

like you, I am revisiting this as i owned it a few years ago. I dont quite understand your Intrinsic Valuation. I have very similar revenue, Ebit, capex numbers but very different outcome. My DCF says its worth £185 using a 10.5% WACC, with terminal (2012) revenues 103m, Ebitda 23.7m, capex 4.1m therefore FCF pre interested 15.3m. My 10yr DCF value is £100m inc the £10m cash therefore terminal (11yr+) is £73m

Hey mate, is everything fine? Missing your videos...

Wat is the fair value of Tesla today? Are we baying or not?

One more video about Tesla?

If, if, if......just look at the Berkshire portfolio after the terrible 1970s, no tech, retail, some aluminum, insurances, candy....so no, tech will not solve everything and the amount and proportion it makes life better, it also takes something, which we had before and which was also essential for us as humans, like, e.g. spending more time with family and friends, instead of sitting in front of a lamp shining into your eyes, called smartphone.

Very good evaluation of the Shiller PE ratio. Fundamentally sound and logical. Thank you for this presentation

Very good test on chatgpt's understanding of accounting and still relevant 1 year later, I think. I've had similar experiences myself and I notice a lot of the work being done especially by book keepers is getting either scripted, automated or "statistically accounted" based on large volume of similar invoices being processed throgh same software. There's also new wave of accounting offices that try to fully automate accountant work by combining all of the previous in their own software solutions, however, they're not doing a great job and seem to be a common subject of ridicule among people. However, what's important to note is that every day they are getting better at what they're doing, and eventually they're "good enough" for most companies and entrepreneurs. Which is good! Because using computer as a tool for anything is humane at all. We'd never allow animals to be treated like we treat office workers: Sit in your tiny cubicle for 16 hours straight during crunch time, stare at the screen 50cm from your face all day, drink stimulating chemicals so you can focus better. Eat low quality food, live in an apartment where you can always reach the closest wall no matter where you're standing.

Love your work man! I will definitely stay along with you on your journey on RUclips, keep up the great content brother

You missed palantir😂 The thing is that you can’t value once in a lifetime companies

Corporate taxes were also cut by 3/5, a big boost to stock values over the past several years.

Why can I not get straight answers about the effect on the product. Only talk of money. WHAT ABOUT THE QUALITY OF THE PRODUCT?

Thank you so much for explaining this! I learned so much..

Greatly appreciated 🙏

Excellent and highly informative video. Thank you!

Very informative and concise! No fluff! Love the content man keep it coming and keep it simple!