🚗UBER: Its a Verb
Posted inAnalysis Financials

🚗UBER: Its a Verb

December 15, 2024
TLDR; From money loosing to free cash flow of $2.1B(+133% YoY) Good growth in existing mature markets. Expansion in new markets (Japan, Spain, Argentina, Germany, South Korea, Italy) Uber has smart strategic partnerships with its competitors. Uber owns a 27.5% stake in Grab (Southeast Asian Uber) If Waymo and Tesla dominate the US market, they ... Read more
🥤Celsius Holdings: Specialized Drinks
Posted inFinancials Analysis

🥤Celsius Holdings: Specialized Drinks

December 1, 2024
TLDR; CELH Q3 FY24 Results: Revenue down 31% YoY, Net Income down 92% YoY, but International Sales up 37% YoY. Business Overview: Functional energy drink brand targeting fitness enthusiasts with low-calorie, no-sugar drinks. Competitors: CELH has 3% market share, vs. MNST (35%), Red Bull (25%), and Rockstar Energy (14%). Valuation: CELH's FCF margin is 16.5%, ... Read more
JD.com: Navigating Growth Challenges!
Posted inFinancials Analysis

JD.com: Navigating Growth Challenges!

November 14, 2024
JD.com TLDR; Strong direct sales model ensuring product authenticity. Robust logistics network. Proven ability to expand margins. Strong performance in electronics and appliances categories. Recent weak revenue growth. Dependence on Chinese market conditions. Potential benefits from government consumption stimulus. Trade-in programs for consumer durable goods. Expansion into new product categories or services. JD.com Q3 FY24 ... Read more