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Food, Beverage & Tobacco U.S. Community
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Food, Beverage & Tobacco U.S. Investing Ideas
Monster Beverage
WA
WaneInvestmentHouse
Community Contributor
Monster Beverage: A Leader in the Energy Drink Market
Monster Beverage (NASDAQ: MNST) is a pioneer in the energy drink category, with its Monster Energy brand targeting a young, active demographic. The company has demonstrated strong performance, driven by favorable industry trends and a focus on operational efficiency.
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US$73.46
FV
19.7% undervalued
intrinsic discount
7.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Coca-Cola
ST
StjepanK
Equity Analyst and Writer
Coca-Cola Can Draw Minor Benefits from Prolonged Economic Uncertainty
Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.
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US$71.00
FV
1.6% undervalued
intrinsic discount
6.64%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
4
users have commented on this narrative
16
users have followed this narrative
4 months ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights
Net Income: BRL97.5 million for the first quarter. Adjusted EBITDA: BRL170 million from operational revenues.
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US$4.22
FV
10.9% undervalued
intrinsic discount
6.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
4 months ago
author updated this narrative
Adecoagro
WA
WaneInvestmentHouse
Community Contributor
one of the Argentina moving stock on NYSE - Q4 2024 Earnings Call Recap: Unprecedented Volume Growth and Strategic Expansion
Consolidated Adjusted EBITDA: $103 million for Q4 2024; $444 million for the full year 2024. Gross Sales: $368 million for Q4 2024; nearly $1.5 billion for the full year 2024.
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US$12.00
FV
20.8% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
PepsiCo
SE
Serpentaire
Community Contributor
Fair - Optimistic
Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).
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US$160.43
FV
10.7% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
8 months ago
author updated this narrative
Coca-Cola
RI
Richard_Bowman
Equity Analyst and Writer
Lack Of Revenue Diversification And Growth Options Will Hurt Valuation Multiple
Key Takeaways Coca-Cola’s PE ratio has risen to the high 20s due to a recent revival in profit growth. However, several non-recurring factors have driven these improvement in margins and growth.
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US$54.61
FV
27.9% overvalued
intrinsic discount
5.50%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
9 months ago
author updated this narrative
Coca-Cola
US
User
Community Contributor
Iconic Coke is a bit overpriced and needs to appeal to people trying to get healthy
I think it is a great stock with an invaluable brand, but I am skeptical that it will do well in the next few years. Coke is fighting all the weight loss peptides developed by Lilly and Novo Nordisk.
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US$60.00
FV
16.4% overvalued
intrinsic discount
2.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
10 months ago
author updated this narrative
Coca-Cola Consolidated
WA
WallStreetWontons
Community Contributor
COKE: Exclusive Brand Moat with Well-Established Distribution Networks
Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.
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US$1.57k
FV
92.8% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
10 months ago
author updated this narrative
Vita Coco Company
WA
WallStreetWontons
Community Contributor
Vita Coco Company: Strong Growth Trajectory Driven by Coconut Water Success
Catalysts New product innovation: The beverage market is competitive and constantly evolving. Vita Coco could develop new and innovative beverage products that appeal to consumer trends.
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US$29.10
FV
34.6% overvalued
intrinsic discount
11.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 months ago
author updated this narrative
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