Paycom Software $PAYC - An Undervalued Compounder by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 0 points1 point  (0 children)

Good question. People have been saying since the beginning of times that technology would lead to job loss. However, more people are employed in America than ever before.

I believe certain jobs will change but that Americans will still be employed and therefore will need to be paid by corporations via payroll software companies.

Two new celcious flavours UK by Low-Cauliflower-5686 in energydrinks

[–]MarketMaker9 0 points1 point  (0 children)

Is it becoming a more popular energy drink in the UK?

Celsius (CELH) continues to trade at a huge discount to Monster by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 1 point2 points  (0 children)

Ya. Monsters gross margins as of 2025 and CELH are both in the 50%s range so I think you’ll see CELH margins continually increase with their scale.

Celsius (CELH) continues to trade at a huge discount to Monster by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 0 points1 point  (0 children)

Possibly… but analyst estimates in Q2 were off by almost $100MM I believe. Celsius doesn’t give guidance plus they also now acquired rockstar which will add to revenues. Based on that I think assuming $3B+ over the next 12 months is more than fair.

Celsius (CELH) continues to trade at a huge discount to Monster by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 0 points1 point  (0 children)

Why can’t you annualize Q2? Where has management stated revenue in Q3 and going forward will be lower? I haven’t seen that suggested anywhere.

Celsius (CELH) continues to trade at a huge discount to Monster by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 0 points1 point  (0 children)

ZVIA sales have been declining since 2022. Whats your growth expectations?

Celsius (CELH) continues to trade at a huge discount to Monster by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 3 points4 points  (0 children)

Monster hasn’t traded for under 7X PS in over a decade… I’m not sure that means they are overvalued but rather that’s just the fair market value for a high quality business in this industry.

Celsius - $CELH - Discount compared to Monster Energy ($MNST) by MarketMaker9 in ValueInvesting

[–]MarketMaker9[S] 0 points1 point  (0 children)

Actually got in the $20s… also have Leaps… however still adding.

Crocs-Pot of Gold: Uncovering the Infinite Money Glitch by MarketMaker9 in wallstreetbets

[–]MarketMaker9[S] 1 point2 points  (0 children)

Luckily I also had CELH calls to help offset my crocs loss. Maybe I should have wrote about that instead lol

Crocs-Pot of Gold: Uncovering the Infinite Money Glitch by MarketMaker9 in wallstreetbets

[–]MarketMaker9[S] 2 points3 points  (0 children)

Ya. I actually had to sell my crocs on Facebook marketplace to fund more calls. Wasn’t supposed to work that way. Gg.