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Dominik · 2024-11-11T19:07:18.874713Z

Ich habe meine kleine Position $MNST nun verkauft. Damals am 23.03.2022 hatte ich die Position gekauft, da sie in diversen Analysen war und nahezu alle Analysten einen Kauf in dem Wert gesehen habeb. Daraufhin habe ich tatsächlich recht naiv zugegriffen. Einfach so, um nach dem Hauskauf mal wieder in das Börsengeschehen einzusteigen. Ganz getreu dem Motto: Mehr als 0 kann ja nicht kommen! Inzwischen sehe ich das nicht mehr so ganz naiv und die aktuellen Zahlen und die Prognosen dür die kommenden Jahre, sowie die Situation rund um $CELH und grds. die Lage der Branche Energy-Drinks haben mich endgültig zum Verkauf dieser Position gebracht. Den Betrag werde ich nutzen, um demnächst nochmal den $ACWI aufzustocken.

Dominik

@finanzwolf3

2Lun·

I have now sold my small position $MNST (+1,22 %) now sold.

I bought the position back on 23.03.2022 as it was included in various analyses and almost all analysts saw a buy in the share. As a result, I actually bought it quite naively. Simply to get back into the stock market after buying a house.

True to the motto: there can't be more than 0!

In the meantime, I no longer take such a naïve view and the current figures and forecasts for the coming years, as well as the situation surrounding $CELH and the general situation in the energy drinks sector have finally persuaded me to sell this position.

I will use the amount to increase the $ACWI again soon.

11.11

Monster Beverage

Vendido x8 en 50,72 €

405,76 €

39,92 %

10 Comentarios

Memo0606@Memo0606

2Lun

so have also thought about selling... but still hold them

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Meister L.@Lumimyrsky

2Lun

@Memo0606 had bet on the turn at celsius. Was rather nothing

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Dominik@finanzwolf3

2Lun

The entire industry is really struggling. I just feel more comfortable at $IWDA 🙈

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Memo0606@Memo0606

2Lun

@Lumimyrsky $MNST but will come back so at least it looks like this

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4HHUultr4@4HHUultr4

2Lun

I can't understand that. Absolutely solid value with a lot more to come. I hold.

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Dominik@finanzwolf3

2Lun

@4HHUultr4 Everyone has their reasons. Can be very good. But I don't really support the value anymore.

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Dominic@BregisMoon

2Lun

I sold for very similar reasons. I see more potential in Celsius. I particularly like the brand image, the smaller cans with vitamins and the pouch form

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Dominik@finanzwolf3

2Lun

@BregisMoon just. I'm curious to see what else is coming 👍

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Michael B.@user7e8762d9babd4a0a

2Lun

@BregisMoon I don't think the two companies can necessarily be seen as direct competitors. For example: Monster tends to target "the extreme", "performance", "danger", "action" and "adventure". Celsius tends to target health-conscious users who have yet to discover an energy drink for themselves. This also explains the rapid increase in Celsius' sales and the lack of sales losses at Monster (9M2024 5.68bn vs 5.4bn in 9M2023). In my analysis, Celsius is not a competitor but rather a complement. The market for energy drinks has been completed by a missing piece of the puzzle. Direct competition to Monster and Red Bull has not yet materialized. Even Coca Cola failed with its energy drink, took it off the market and simply bought Monster shares.

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Dominik@finanzwolf3

2Lun

I think it's a really exciting prospect 👌 In particular, $KO 's involvement in $MNST naturally strengthens the brand. But somehow I'm not a fan of Energy myself and I'm more of a user of Celsius than Monster.

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