Alberto

957 posts

Alberto

Alberto

@x__Alberto__x

Katılım Ocak 2013
161 Takip Edilen294 Takipçiler
Alberto
Alberto@x__Alberto__x·
@irbezek KO has better brands than most, bigger scale, emerging markets exposure, low debt and are one of the few that has been growing during and post COVID
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Ian Bezek
Ian Bezek@irbezek·
@x__Alberto__x Fair points! Wouldn't GLP-1 also impact caloric non-alcoholic beverages? And the complaints around shift to store brands, new entrants, supply chain inflation, etc. should apply equally.
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Ian Bezek
Ian Bezek@irbezek·
Coca-Cola seems like a great funding short here, no? What would make it immune from the risks that have battered the rest of its peers? $KO
Ian Bezek tweet media
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Alberto
Alberto@x__Alberto__x·
@irbezek GLP would impact part of the portfolio (mostly US), but they have a huge international business and even in the US they have already some big and fast growing products benefiting from higher protein intake, etc (Fairlife), refranchising of the bottlers also help with inflation
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Alberto
Alberto@x__Alberto__x·
@ecommerceshares The category is growing fast, but so is competition and maybe they are not that confident in brand loyalty given the deceleration in CELH brand
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Wasteland Capital
Wasteland Capital@ecommerceshares·
@x__Alberto__x But it’s a fast growing category, which is what they need. With huge International growth potential as well. And since they already distribut it, the integration would be extremely easy.
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Wasteland Capital
Wasteland Capital@ecommerceshares·
What are the chances that $PEP (or even $MSTR / $KO) acquire $CELH? Would be only be $12bn at a 50% premium ($45). Peanuts for either & would be strongly accretive for all. Celsius has sold off significantly recently and multiples now looking reasonable. May need an activist?
Wasteland Capital tweet media
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Alberto
Alberto@x__Alberto__x·
@dkdjeudjbfir @PythiaR Don't you think he'd have concerns on SAP as he does on MSFT with regards to AI threats?
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SWD 🥞
SWD 🥞@dkdjeudjbfir·
@PythiaR Can’t wait for SAP to pump when TCI will disclose the position they built this quarter
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Alberto
Alberto@x__Alberto__x·
@ToddWenning @lhamtil Looking forward to that, FERG has always being a company I wanted to check, specially since i've owned WSO for quite some time.
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Alberto
Alberto@x__Alberto__x·
@ToddWenning @lhamtil Might be true, but non family-owned co's in the sector aren't doing better either afaik
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Todd Wenning
Todd Wenning@ToddWenning·
@lhamtil Complete failure of management. Family-owned businesses lose their luster after the first and second generations, in my experience. Priority is preservation of wealth rather than further creation of wealth.
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Lawrence Hamtil
Lawrence Hamtil@lhamtil·
This was a fun conversation. Mark has covered Nestlé since roughly the Carnation acquisition 40+ years ago, so he knows the landscape well. We talked about innovation vs acquisition, hits (petcare & coffee), misses (some nutrition & food), and much else.
Preferred Shares Podcast@Pfdshares

Episode 31! We discussed Nestlé as it stands today as well as some of the more recent history of the company. Mark Purdy's 40 years of experience in consumer staples and brands was clearly on display again. We were so glad to have back for a second time. $NSRGY

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Preferred Shares Podcast
Preferred Shares Podcast@Pfdshares·
Coming out this Friday morning is our interview of veteran analyst Mark Purdy about Nestlé $NSRGY. This is Mark's second interview with Preferred Shares. We first chatted with him about Switzerland's Lindt & Sprüngli. The interview is full of wisdom from 40+ years of experience and focus on the consumer staples sector.
Preferred Shares Podcast tweet media
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Alberto
Alberto@x__Alberto__x·
@qcapital2020 Free Cash Flow (Non-GAAP) was $5.3 Billion for the Full Year; Free Cash Flow Excluding the fairlife Contingent Consideration Payment (Non-GAAP) was $11.4 Billion For 2026 the company expects to generate free cash flow (non-GAAP) of approximately $12.2 billion.
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 Q-Cap 
 Q-Cap @qcapital2020·
Coca Cola is currently trading at more than double the P/FCF than Ferrari while having the same EBITDA Margins but nearly half the expected growth rate. This safe trade is getting stupid
 Q-Cap  tweet media
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Alberto
Alberto@x__Alberto__x·
@lhamtil Congrats! Next 100k will be reached way sooner
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Keşfet

@DevinLaSarre @dkdjeudjbfir @PythiaR @irbezek @ecommerceshares @Pfdshares @ReustleMatt @ToddWenning