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Growth investor striving for financial independence, while trying to live life to the fullest! With a side of motivation and sarcastic humour!

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@StockTrades_CA What a bone head move that will impact him and his family for years.Unfortunately this will damage the reputation of the board, and the mgmt team with them. Who have been very highly regarded. Looking historically at insider trading issues like this, here is what usually happens

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@VanIsleInvestor "Consistently in decay", 2022 organic growth was negative, 2023 it was 4%, and 2024 was 2%. CSU has been a 0% to 4% organic growth business for over a decade. It fluctuates year over year. He can cherry pick 2023 to make his case, but its not factual longer term.

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This is awesome!! Are we at this point in the market again, would anyone actually invest in this guy?

[Brian Stoffel @Brian_Stoffel_]

Train
Wreck

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@AltaFoxCapital As a previous shareholder, i'll add something to keep an eye on. Mgmt had endless excuses over the years for their underperformance. Beef/Pork inflation, plant inefficiencies, bad weather, turkey/chicken inflation, covid, labour shortage. The excuses were endless. You'll see.

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be enough for some to switch. But I don't see this having a lasting big impact after the initial phase of consumers trying Kirkland. I'd say we see a decrease in Costco sales for a few quarters, but overall growth elsewhere will keep climbing.

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$CELH is down 9% on the news of Kirkland releasing their own energy drink, with multiple flavors. Their version is more similar to CELH than Red Bull or Monster, but their price point if considerably cheaper. In 2025 10.8% of CELH sales came from Costco, that may have had some

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not gone as well. They recently discontinued the product and blamed manufacturing and supply issues. I think brand matters a lot more than people think. CELH has a strong lifestyle brand, habit, and taste loyalty. Gatorade also has that. That is hard to replicate. Price point

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@trend_bullish @BNNBloomberg I heard this guy is their oil analyst today!

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Almost all questions focused around AI, and then some PIMs questions. But Miller stated they've seen almost no incremental revenue from AI yet. So much hype around AI, with so little proven rev stream yet. People are forgetting about CSU's core business.

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Sharing the interesting takes from $CSU earnings call.

No NCIB (which is good), but there is a price where they will buy back. Wonder what Miller's price is.

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How does Mark Miller's leadership style differ from Mark Leonard?

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Serpico calling into the $CSU earnings call 😀

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Using the gains to fund high quality names that have pulled back a bit. I see more downside than upside on these trades right now. I'm sure i'll be back in oil down the road. If you can manage to trade the cycle, it can be a great way to grow your portfolio. Tricky though.

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I exited all oil positions again on Friday. I had previously exited oil in 2022, after holding for a few years and buying near the lows. Got back in this time last year, and did well. Valuations are getting stretched, and I don't think oil stays this high for long.