7 Comments
User's avatar
Tomorrowize's avatar

Very impressive work! I especially liked how you sliced the market in various ways to show the strategic positioning of Celsius!

The Private Ledger's avatar

Thanks for the piece!

I found it very compelling although I don't drink energy drinks so it's a market I really don't understand and will therefore probably be staying away from.

Awesome piece and great work! Not often does someone stick with a company for 7 years!

The Private Public Investor's avatar

Thank you! Appreciate the kind words and totally get it

Ethan Writes About Everything's avatar

Great write up! I was excited to successfully catch a falling knife when I bought CELH at the beginning of 2025. Unfortunately, I am slightly down overall since I kept averaging up, but I believe the in the growth of the business long-term and even think they can beat Monster in market share at some point.

Multibagger Investing's avatar

Awesome breakdown of the business and the energy drink market!

Blake at Vassant's avatar

Celsius has developed a really strong health/fitness brand in the space.

I see sponsorships all the time in surf competitions and pop up events.

Curious to see if they replicate the success of Monster!