Freddy Iverson
730 posts

Freddy Iverson
@Investmann77
Moneymore, Northern Ireland Katılım Mayıs 2025
68 Takip Edilen53 Takipçiler

@Irmalavraie @HolySmokas They are doing terrible. Adidas is kicking them out of pro running race. Hoka and On is kicking them out of normal walking shoes and hobby running. Nike is in trouble. I am watching this much closer than you. And Asics are also doing good growing .
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@Investmann77 @HolySmokas Lol You know nothing about stocks really
When a stock shifts from declining to growing again that's usually the bottom
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Celsius $CELH is growing earnings at 27% next year.
Its forward PE is 18.
Slow-poke Coca-Cola $KO growing at 1%, trades at 23x earnings.
The fastest-growing drink company in America is cheaper than Coke....
Make it make sense.... 👇
Jeremy Lefebvre@HolySmokas
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@Investmann77 @HolySmokas Nike has been contracting.
Forward is 23, trailing 30.
back to growth
It's a huge brand with a premium
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@7santi1989 @Prototype27F But that's the joke. Not that it's him.
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This becomes even funnier when you realize this is in the Argentine league
luigi izzo@realizzzo
Se ve muy familiar 🤔
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In before earnings tonight $ELF at 3bn market cap
Near-term growth drivers
Spring 2026 will be a major innovation window. New e.l.f. launches include glow reviver slipstick and soft glam satin concealer, with the spring resets expected to start showing up in consumption data by early March 2026
Retail expansion is a key focus: e.l.f. plans to expand shelf space at Ulta Beauty in the US, while also launching with DM in Germany in spring 2026. Naturium will also enter Walmart US stores for the first time during the spring season
Rhode is expected to reach approximately $360 million in annualized net sales in 2026, up around 70% yoy. The brand is also preparing to launch in Australia and New Zealand through Mecca, with longer-term plans to globalize the brand using its strong international demand and social following
Marketing support remains elevated, pressuring margins: The Super Bowl campaign is expected to continue for eight weeks after the event, with an estimated reach of nearly 300 million people
Tariffs may become a tailwind: The company expects the 45% tariff rate to provide a tailwind as FY27 begins, compared with the higher tariff pressure seen earlier in FY26
Longer-term priorities
International expansion remains a major opportunity.
e.l.f. sees significant whitespace outside the US and expects international sales to grow as a larger percentage of total sales over time. The company plans to keep building its presence in Germany and other international markets in a disciplined way
Rhode is a key global growth platform: Management plans to globalize Rhode over time, using its strong international demand and social following. Expansion beyond FY26 is expected to remain high-quality and disciplined, with continued investment in Rhode’s team and marketing
Innovation will continue across the portfolio: The company is planning ongoing innovation across its brands, including new mascara launches in fall 2026 and beyond. e.l.f. is also focused on gaining share in underpenetrated categories such as lip and eye
Value remains central to the strategy: e.l.f. intends to maintain its strong value proposition, with around 75% of the portfolio priced at $10 or less
Spending efficiency should improve over time: As retail and international expansion mature, the company expects better efficiency in space expansion spending, especially outside the US
Pipeline effects should normalize: Short-term shipment timing may create some noise, but shipments are expected to align with consumption over time
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Horrible Congressman Thomas Massie put out an old Endorsement, from many years ago, of him by me long before I found out that he was the Worst Congressman in the History of our Country. I endorsed Ed Gallrein, a true American Patriot, which Massie knows full well, so the statement that he put out is fraudulent, just like HE is fraudulent. WITHDRAW YOUR FAKE STATEMENT, MASSIE, RIGHT NOW! President DONALD J. TRUMP
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@luvdriven540i @DaveHcontrarian @Onejutn @merc370582 All the MAGAs that is left has turned into same behavior as radical lefties lunatics. USA is so doomed.
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@Investmann77 @DaveHcontrarian @Onejutn @merc370582 Freddy, as the late great Bob Grant would say, "You're a fake, a phony, and a fraud! GET OFF MY PHONE!!"
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Here's my latest interview, recorded this morning 4/7/26 with Dale Pinkert of TradeGateHub. As usual, we had a good conversation about the markets and looked at the charts. Talked about the war & what could follow. youtube.com/live/pNJepPaOy…

YouTube
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@KevinKummerow @DaveHcontrarian @Onejutn @merc370582 You watch CNN? I don't. I watch conservative political commentators.
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@Investmann77 @DaveHcontrarian @Onejutn @merc370582 Yeah, I already saw all that on CNN.
You're a helluva parrot though.
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@DaveHcontrarian @Onejutn @merc370582 More and more MAGAs are leaving Trump support. They see a different Trump than they expected and he don't seem to have any solution to Iran conflict other than screaming out loud at Truth Social. He got totally dominated by Xi Jinping also and that China visit was a disaster!
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@FroehlichThors1 @Onejutn @merc370582 The economy is slowing & beyond the very near-term inflation will likely resume the downtrend. Obviously oil price are the clear focus right now. I continue to expect lower rates in the weeks & months ahead.
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@LongGameEquity Elf buying Rhode is the same as Facebook buying Instagram. One of the most genius take overs ever.
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$ELF is a $200 stock in the making!
People asking "what's the next growth engine?" are completely ignoring Rhode. Acquiring Hailey Bieber's brand gives them a massive foothold in premium skincare, and it's already blowing past expectations.
With Sephora Europe expansion coming this September, a 12% revenue growth assumption in this 5-year model might actually be conservative.
What breaks this thesis? Why wouldn't it work from here?

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@LongGameEquity Rhode is the biggest thing happen to skin care in beauty business ever. Breaking records everywhere. The most exciting thing is they just started and expanding with more and more products.
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@DaveHcontrarian @aedifex23 @hridayakuhara @ThePinkWolf_ @Erikvdor @intheox6030 @derek_sojek @MartinOliveizy @DaleHeiring @TheAngel7773 @Charlotte_McL I hope I am wrong.
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@Investmann77 @aedifex23 @hridayakuhara @ThePinkWolf_ @Erikvdor @intheox6030 @derek_sojek @MartinOliveizy @DaleHeiring @TheAngel7773 @Charlotte_McL You are welcome to your opinion. I think you will be proven wrong.
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Had a good interview with Charlotte McLeod @Charlotte_McL of InvestingNews.com,recorded 5/6/26.It was a timely update where discussed my bullish outlook on the stock,bond & metals markets & my bearish outlook for oil. youtube.com/watch?v=B6fHv5…

YouTube
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@DaveHcontrarian @aedifex23 @hridayakuhara @ThePinkWolf_ @Erikvdor @intheox6030 @derek_sojek @MartinOliveizy @DaleHeiring @TheAngel7773 @Charlotte_McL This Iran thing looks like it going on for longer. Markets will soon fall harder.
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@aedifex23 @hridayakuhara @ThePinkWolf_ @Erikvdor @intheox6030 @derek_sojek @MartinOliveizy @DaleHeiring @TheAngel7773 @Charlotte_McL I thought we might see a retracement to $79-$80. It's gone a little further but not concerning.
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@Aftertilt @BaneThe76451 All woman are the same. But the woman that have controlling fathers, uncles and brothers don't dare to act slutty in public. These are balkans in the Balkans. Balkans in UK are complete different. Mafioso slut sounds like she has daddy issues and abnormalities happened you rat.
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listen here and read carefully you absolute failed laboratory experiment
just because you are a pidar and probably didn't dare to approach a girl due to fears of being beaten by her father doesn't mean the sister/daughter of your avg Dragan isn't giving blowies in the toilet, women are more agreeable and can be influenced by nature and Balkan women are no different no matter who is behind them, I have first hand stories of a Balkan mafiosos daughter who can't stop taking dicks like you can't stop attempting to attack me with your single digit IQ of yours
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@BaneThe76451 @Aftertilt Balkan is super safe. No one dares to fuck around there. Police will beat you up.
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@Investmann77 @Aftertilt You choose to go to UK to make money and risk getting killed by some knife gang. Many people are choosing staying in poorer balkans but you can go to the street and it's safe.
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@TheLongInvest I almost see no one with high end Nikes. And the company has 2x the P/E that Decker has. Nike has also no growth. Overvalued company.
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@Aftertilt @BaneThe76451 You are clueless! UK i by the way a failed country.
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@Investmann77 @BaneThe76451 the fuck are you on about balkans are as poor as dirt everyone is slaving their ass off in some Western country
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