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Which consumer name do you think has actually bottomed?
$GIS $CAG $KHC $CPB
The latest quarterly results from my pick showed broad-based growth across all key metrics — and meaningful market share gains in dollars and volumes.
Management has cleaned up the balance sheet and is in a position to restart aggressive share buybacks soon — while the rest of the sector is forced to protect dividends they realistically should cut.
Back in Jan I warned that $PLNT Planet Fitness was not fit as a stock pick.
Valuation was stretched like a rubber band, the margin of safety non-existent.
Since my article the stock has collapsed: 91 —> 51 USD.
Sometimes even ‚obvious growth stories‘ turn out to be obvious traps.
https://t.co/MU5FdzZ0RP
$KVUE was sold to investors as a ‚Safe 20%‘ arbitrage after the Kimberly-Clark $KMB bid.
I called it an illusion in my January analysis — high debt, declining volumes and cash flows that scream dividend cut.
Since, the stock has gone nowhere… actually slightly down.
Some ‚safe‘ deals just aren’t.
https://t.co/6p0xigFTnF
This is classic European contrarian opportunity – regulatory pain turning into profit.
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Are you betting on Europe’s digital sovereignty push?
Europe is done depending on U.S. Big Tech for its digital backbone.
The new ‚Tech Sovereignty Package‘ and CADA law are about to redirect billions to European providers.
Thread on what this really means for investors 👇
However, I see an even stronger, earlier-recommended (for paid members) idea in this space.
Debt-free, higher growth, already +42% since my report dropped last June.
Often the only choice for customers.
Full deep-dive only for Premium members.
@MichaelRdebusc1 Bin mit Vista ganz zufrieden bisher. Habe ehrlicherweise auch keine energie aktien mehr angesehen seitdem ich im März außer Vista alles rausgeworfen habe
$SPCX
for sure one of the truly interesting pieces inside SpaceX — satellite broadband, and with a lag, phone connections.
the connectivity segment of SpaceX — i.e. “Starlink” — is the only profitable one with convincing numbers.
but this one alone hardly justifies the hype.