Everything is sinking and $ELF (+5,42 %) rises 🤣🤣🤣🤣
Discussion sur ELF
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61First small purchase
@BamBamInvest convinced me with as much advertising as he does here.
Goldman Sachs has also $ELF (+5,42 %) left at Buy with a price target of 124$
https://de.investing.com/news/pro/neues-analystenupdate-zu-elf-beauty-inc-2885451
Has a bottom slowly formed?
When I look at the chart of $ELF (+5,42 %) I would almost think that a bottom has slowly formed and it could go out again. What do you think? I'm toying with the idea of getting in soon, as I see great opportunities with such great growth.
TikTok returns to US app stores after temporary ban
TikTok is set to return to the App Store in the USA this evening.
TikTok is back in the Apple and Google app stores in the US after a month-long ban for national security reasons. The app's return follows an executive order from President Trump extending the ban by 75 days. Trump suggested potential buyers, including Microsoft and Elon Musk, but Musk reportedly showed no interest. According to Politico, Apple re-authorized TikTok after US Attorney General Pam Bondi gave assurances that no fines would be imposed for past compliance violations.
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Quite a successful start to the year 2025
My portfolio has made a good start to the new year, up around 2.5% (as at the time of writing). I also think the overall position is quite okay. I'm currently enjoying individual shares more, which is why I'm not quite happy with my 70/30 ETF/share strategy. However, my savings plans are still the same.
$IWDA (-1,03 %) 70%
$XMME (+0,28 %) 30%
I also save $1810 (+2,88 %) with a small savings rate.
However, I am currently considering diversifying the Chinese market with $1211 (+2,45 %) .
In addition $ELF (+5,42 %) the last few days, as I expect a good return there due to the sell-off, which was actually not so bad and in my opinion too strong. But as I said, this is pure speculation.
My next goals are the 5k which I will probably reach this year with my savings rate. That's why I've raised it to 10k =)
Feel free to write your opinion on the portfolio or my approaches, as I said I am not a professional but rather a beginner ; )
New addition
$ELF (+5,42 %) First small entry, let's see what happens if it falls a little again, then I will buy more. I see returns there due to the overselling:)
Added again, quite oversold (RSI 17.91) and exaggerated in my opinion
Short interest still at 12%
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Beauty Q3'25 Earnings Highlights
- EPS: $0.74 (Est. $0.76) ❌
- Net Sales: $355.3M (Est. $329.67M) ✅ ; UP +31% YoY
Updated FY25 Guidance (Revised Downward):
- Net Sales: $1.30B-$1.31B (Prev. $1.315B-$1.335B) ❌
- Adjusted EBITDA: $289M-$293M (Prev. $304M-$308M) ❌
- Adjusted Net Income: $193M-$196M (Prev. $205M-$208M) ❌
- Adjusted EPS: $3.27-$3.32 (Prev. $3.47-$3.53) ❌
- Adjusted Effective Tax Rate: 19-20% (No Change) ❌
Other Key Metrics:
- Gross Margin: 71% (Est. 71.15%) ; UP +40 bps YoY
- SG&A Expenses: $218.2M (Est. $175.43M) ; UP +36.3% YoY
- Adjusted SG&A: $192.9M (54% of net sales)
- Net Income: $17.3M (Est. $44M)
- Adjusted Net Income: $43M
- Adjusted EPS: $0.74
- Adjusted EBITDA: $68.7M (Est. $72.57M) ; UP +16% YoY
Comment from the CEO and CFO:
- CEO Tarang Amin: "We continue to gain market share, with net revenue growth of 31% and market share gains of 220 basis points in the US. We see significant new territory opportunities in digital, color cosmetics, skincare and international markets."
- CFO Mandy Fields: "Given the weaker than expected trends in January, we are taking a cautious approach and lowering our outlook for the 2025 financial year."
$OR (+1,22 %)
$COTI (+2,02 %)
$EL (+1,18 %)
$MC (+0,4 %)
#earnings
#quartalszahlen
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+ 2
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Eleven o'clock what now?
I would like to buy a few eleven shares before 3:30 pm.
However, I'm at my financial limit this month as I've moved house, had to buy furniture and large electrical appliances, paid the rent for the old and new apartment, paid the deposit for the new one and haven't received it back for the old one yet, and my wages haven't arrived yet either. I would therefore like to liquidate an existing position instead of using new capital.
Now I've been looking at my portfolio for a few hours and am very undecided and can't find any candidates to sell. Perhaps Marvell is the closest candidate $MRVL (-4,06 %) as they are not profitable, although they used to be (fundamentally weak?) 😏
What do you say, which position could I liquidate?
Click here for the portfolio:
Chart technique from the picture book II
Eyes Lips Face
e.l.f. cosmetic - New York
$ELF (+5,42 %) is for everyeye, lip and face.
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Better buy when the share becomes stable.
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