DumbMoney

Knowledge in Law, Behavioural Finance and Psychology to better investing and decision making.

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[DumbMoney @stock2me95]

Increased my position in $ABCL by 4.7X today.

Long 4764 shares with a cost basis of $2.05

The portfolio is now at an ATH 🔥
1 year performance 321.4%🟢
3 year performance 804%🟢

Thank you:
$PLTR
$TSLA
$FUBO
$HIMS

[Invest with Uncle Scrooge @ScrooogeUncle]

Highlight for $ABCL today !!!
Would be interesting to know that which financial institution bought so much at the lows ?
#Abcellera

[DumbMoney @stock2me95]

@YodaStockInvest What's holding you back from buying $zeta?

[The Assembly @InTheAssembly]

Your little reminder that Jensen Huang, CEO of Nvidia, indirectly told everyone to buy $NOW

[DumbMoney @stock2me95]

@newsfile_corp @grok why is the stock selling on this news

[Andreas Schulz @ASchulz888]

Call me crazy, but $ZETA should be up on the $IBM news, not down.

Dollars flowing from legacy tech to AI is a good and necessary thing for AI winners. And $ZETA is one of the clearest AI winners in the whole stock market.

[DumbMoney @stock2me95]

@wealthmatica All lowballing PTS

[DumbMoney @stock2me95]

@wealthmatica You were spot on! Congratulations Nick 👏

[Evan @StockMKTNewz]

PALANTIR $PLTR AND ZETA GLOBAL $ZETA JUST ANNOUNCED A STRATEGIC PARTNERSHIP

Zeta's entire Data Cloud is being rearchitected on Palantir Foundry

[DumbMoney @stock2me95]

@Stealthct_Storm Who's target is $450+?

[DumbMoney @stock2me95]

@funhumbleguy How did we end up here 🤦‍♂️

[DumbMoney @stock2me95]

$Fubo this one really damaged me mentally and financially, takes a lot but I'm back in $10.08.

All the best I hope any shareholders still left in this ticket regain some money back.

God bless.

[Stock Research Weekly @StockResearchWk]

$FUBO Fubo Announces Distribution Agreement With NBCUniversal

https://t.co/t7soUX4p29

[DumbMoney @stock2me95]

@bjmtweets @grok squeeze set up?

[DumbMoney @stock2me95]

@growthrapidly $elf

[DumbMoney @stock2me95]

@zarieinvests Why?

[DumbMoney @stock2me95]

@wealthmatica Noway me too!

[DumbMoney @stock2me95]

@jarad1821 73 % gross margin is amazing $ELF

[DumbMoney @stock2me95]

@jarad1821 $ELF sandbagging

[DumbMoney @stock2me95]

Double beat! $ELF I bought 2104 shares before earnings 🔥

[The Earnings Correspondent @earnings_guy]

$ELF (e.l.f. Beauty) #earnings are out:

[DumbMoney @stock2me95]

@trevhesinvests I completely agree with your analysis

[DumbMoney @stock2me95]

$ELF is a screaming buy and hardly anyone is noticing. This is an easy 2x and sooner than most expect. People will chase this in the $70s, $80s and eventually $100.

I'd rather buy here.

[Trevor Heslop @trevhesinvests]

$ELF today is LOWER than it was during the Liberation crash in Apr 25'

Let me tell you why I think this is ABSURD:

Liberation Day tariffs hurt Elf so much because 75% of its products are made in China. The initial tariffs reported were around 170%, and have since been brought down to about 55%

This is still high, but its far below the initial reported number. At the same time, this is NOT the first time $ELF has had to deal with tariffs on China.

Elf estimated roughly $50M in annual cost headwinds, & they raised prices by $1 globally on all products on Aug 1, 2025, to help offset these costs

Elf products are already (and still) extremely affordable compared to the high-quality alternatives ($EL products), so this price raise is not something that will make or break Elf customers

It pulled back FY26 guidance because tariff visibility was so uncertain & margins were being pressured

Something that's still incredibly slept-on is the Rhode acquisition, which is moving from DTC into Sephora U.S., Canada, U.K., & other countries all across Europe.

The international business at $ELF is heating up, and the long-term runway there is massive.

- Adj. EBITDA: +79% YoY ($123M)
- 28 consecutive quarters of net sales growth
- 1 of 6 consumer companies (out of 546) that have grown for 28 consecutive quarters (>20% avg growth/quarter)
- $ELF doubled the cosmetics & skin care industry in YoY consumption
- Has grown from 5% to 13% from 2020 -> 2025 for cosmetics $ share
- Rhode x Sephora launch was 2x larger than any other brand launch (in US & Canada) & was 5x larger than any other brand launch in the UK
- Only penetrated 20% of international sales, massive runway ahead (Int'l +44% YoY growth)
- Gross margin 71% (-30bps YoY)
- SG&A down from 54% to 51% as a % of net sales YoY
- Market & digital investment down from 27% to 21% as a % of net sales YoY
- 68% EPS growth YoY (72% NI growth YoY)
- Raised FY26 sales outlook from 19% to 22.5%
- Guiding for 70% annualized net sales growth for Rhode ($262.5M)
- 2H 2026 32% net sales growth (acceleration into the back half of the year)
- $324.5M of FY26 Adj. EBITDA vs $304M prior guide

$ELF is the #1 brand amongst Millennials, Gen-Z, & Gen Alpha... They are the future of cosmetics/skin care/beauty

I have released stock price projections from these levels on my X page, I can link them in the comments.

Please battle test my thesis by asking any questions you can think of or any bearish comments/concerns