LeMule

[LeMule @DblMule]

@DudeWhoInvests As a french, well deserved. Never seen a defense like this except Brazil - Germany 2014 ... I'm shamed by the proposed game they play

[LeMule @DblMule]

@Swngrapp @DividendDude_X True but if you check the operating cash flow you will see that it grows a lot too. So he ́s not wrong based on that

[LeMule @DblMule]

@TradingThomas3 @grok check this information and tell me if its true

[LeMule @DblMule]

@DividendDude_X Meta and Amazon if they go down (what I hope). Got GOOGL as my top position so I wang to increase my positions in Amazon instead

[LeMule @DblMule]

@DividendDude_X Hims, seems to be one of the best growing stock. Or Amazon in the mega cap

[LeMule @DblMule]

@DividendDude_X UBER, IIPR and MELI if prices continue to go down

[LeMule @DblMule]

@DividendDude_X AMZN eventhough GOOGL is pretty close but less deversify (I know their other bet will take some weight overtime). And maybe MELI which seems to be very interesting in emerging market (more original stock)

[LeMule @DblMule]

@CashFlowKingsYT @DividendDude_X Love the argument 🤣🤣 I take the picture if you don’t mind. I curious what you see in target actually ? Don’t get me wrong but it still a quality company (got it 1 year ago but sold due to better opportunities)

[LeMule @DblMule]

@CashFlowKingsYT @DividendDude_X Definitively not, Target isn’t growing revenues as much as Google. They got a certain type of moat but they are cyclical and really dependent of consumers. Google as segments growing 15% plus (YouTube and Cloud), target will grow 5 to 7% at max YoY ...

[LeMule @DblMule]

@MMMTwealth I ́m a bit doubting the over moat of TMDX. In the US I ́m more than agree but this type of company already exist in Europe so it will be hard to enter. They still have plenty of growth but I m questionning what’s management said on the marketshare, let’s see next quarter

[LeMule @DblMule]

@designbybidemi @DividendDude_X I ́m sure it’s gonna do well in the long run but to much risk and competition for me. I can understand some Who gonna buy at this level, FCF are down due to Pepsi order, not the direct consumer (I hope for CELH shareholders)

[LeMule @DblMule]

@designbybidemi @DividendDude_X Just the brand for a healthy drink but not a big moat in my opinion. Got a lot of competitor, Coca and Pepsi has a moat from their brand + all the business they acquired in the past. Still a descent balance sheet with no debt and more country for growth

[LeMule @DblMule]

@DividendDude_X EPS is a fluk, on the 75M, 61M was taxe benefits so instead of 0.32 EPS you have 0.065 EPS. But yeah for the rest I follow you, FCF x4 since last year so we have 30 P/FCF with a growth of 50% on next year (conservative). SBC still high for me still

[LeMule @DblMule]

@DividendDude_X Until Bezos sell ^^

[LeMule @DblMule]

@joecarlsonshow Remind me of Walgreen Boot

[LeMule @DblMule]

@DividendDude_X Let’s see next earnings, I hope to hear some cut in CAPEX to increase FcF + some buyback to increase FcF p shares. I think it’s gonna be a good catalyst for share increases

[LeMule @DblMule]

@DividendDude_X It will be interesting to see pepsi earnings. I think it will dictate Celsius's stock direction

[LeMule @DblMule]

@DividendDude_X Are you concern that the CEO IS selling almost every days 600k of shares ? I watched the press conference and I didn't heard anything about that (maybe I missed it) For the rest, very good company for LT

[LeMule @DblMule]

@DividendDude_X Bought in the low 70's, now UP 30% so I'm glade I bought during the deep in january

[LeMule @DblMule]

@DividendDude_X For Google I don't know, Sundar seem descent and he's not scared to increase CAPEX to keep on AI. Same for Lulu, better than other brands like nike in term of management and ROIC. Estee, I don't know much just the stock tank a lot