$IREN (+11,25%)
$SOFI (+2,85%)
$HIMS (+1,27%)
$LMND (+1,4%)
$UNH (+1,21%)
$3350 (+9,49%)
$ELF (-1,58%)

Many would probably not have expected things to go so well after the weak start to the year.

But it shows me personally that my research, my confidence in my company selection and what I saw in the selected companies has paid off.

Not only once was I down more than 50% on the companies listed, but I constantly bought more and remained true to my selection, as nothing had changed in my opinion.

Yes, the portfolio is very focused and overweight, but I still believe that the positions will largely continue to outperform the market in the future.

And yes, you need strong nerves, I won't deny that, and you have to question your selection regularly, so it helps a lot if you take notes on why you bought the companies.

Believe in your convictions ✌️

$ELF (-1,58%)

For me, one of the fastest growing companies in the consumer goods sector.

That is why I remain invested.

@BamBamInvest

Investing.com - Morgan Stanley on Wednesday raised its price target on shares of e.l.f. Beauty (NYSE:ELF) from $134.00 to $170.00 and reiterated its "Overweight" rating. According to data from InvestingPro, the new target marks the highest analyst value, with a consensus range of 128 to 170 dollars.

The investment house cited the upside potential of the skin care line rhode and solid scanner data for e.l.f.'s core business as the main reasons for the upgrade. In particular, the strong performance following rhode's debut at Sephora was highlighted.

The analysts stated that they had slightly increased their earnings per share forecasts, mainly due to the expected stronger growth of the rhode product line.

Morgan Stanley's long-term outlook remains well above consensus estimates. For the 2027 financial year, the financial institution is forecasting EBITDA that is 19% higher than Wall Street's expectations.

Despite the optimistic long-term outlook, the company left its forecasts for the current second financial quarter unchanged. The reason given was that rhode's expected upside potential would be offset by more conservative assumptions for the e.l.f. core business.

Recently, other important developments relating to e.l.f. Beauty also attracted attention. BofA Securities raised its price target for e.l.f. Beauty to 160 dollars with an unchanged "buy" recommendation. The reasons given were the strong start of the recently acquired Rhode brand and an adjustment of the sales growth forecast for the 2026 financial year to 26%.

Jefferies also confirmed its Buy recommendation with a price target of 135 dollars and pointed to Rhode's impressive debut at Sephora, which generated sales of over 10 million dollars within two days. Deutsche Bank downgraded e.l.f. Beauty from "buy" to "hold", although it raised its target price to 128 dollars. This was justified by the 25% increase in the share price since the beginning of August. Morgan Stanley, on the other hand, had previously upgraded the share to "Overweight" and raised the target price to 134 dollars, as the bank saw the current market conditions as an attractive entry point for investors. In addition, e.l.f. Cosmetics launched a unique campaign called "Animal Intelligence" with animal influencers to support animal welfare. The campaign encourages fans to submit photos of their pets for a chance to win prizes, including gift packs from Chewy.com. These developments underline the dynamic environment in which e.l.f. Beauty operates in, as well as the company's strategic initiatives.

https://de.investing.com/news/analyst-ratings/wachstumspotenzial-durch-rhode-morgan-stanley-hebt-kursziel-fur-elf-beauty-auf-170-dollar-an-93CH-3176550

$ELF (-1,58%)

Hello my dears,

While you wait for better times at Loreal.

Elf Beauty is really stepping on the gas. New innovative marketing campaigns make me as an investor really happy. And the brand is being celebrated on social media. I am also convinced that Elf can benefit from rising inflation thanks to its good price-performance ratio. That is why I remain invested.

"CSIMarket.com"

Elf Cosmetics takes the term "beauty in motion" literally and launches an unprecedented collaboration with the National Women's Soccer League (NWSL) and INDIVISA. The goal of this alliance is to find the next young soccer talent across the United States. Called a groundbreaking initiative, the campaign not only encourages aspiring athletes to showcase their exceptional soccer talent, but also reflects Elf Beauty Inc.'s strategic acumen to expand brand presence in a Branche zu stärken, die mit starken Einbrüchen konfrontiert ist.

This innovative campaign, which invites athletes across the country to show off their most impressive soccer tricks - from batten challenges to juggling feats - underscores elf Cosmetics' commitment to fostering confidence and determination. Importantly, it bridges the gap between the world of beauty and sport by combining product identity with sporting authenticity - a novel marketing strategy that attracts attention through both its ingenuity and inclusivity.

The strategic partnership comes at a time when Elf Beauty Inc, the parent company of Elf Cosmetics and listed on the New York Stock Exchange under the ticker (NYSE:ELF), has seen remarkable financial performance compared to its peers despite significant industry challenges. In the second quarter of 2025, Elf Beauty Inc. recorded a significant increase in revenue of 9.02% compared to the same period last year - a marked contrast to the -9.72% decline recorded by many of its competitors in the same period. This performance is particularly notable given the competitive environment in the beauty industry, where changes in consumer behavior and spending patterns have led to financial losses for many companies.

Elf Beauty Inc.'s differentiated approach, combining elements of sports and beauty, may serve as a catalyst for the company's improved market share and financial stability. In terms of profitability, Elf Beauty Inc. demonstrated its strength with a net margin of 9.42%, outperforming its peers, most of which reported net losses. Despite a 29.95% decline in net income in the second quarter compared to the same period last year, this decline is hardly noticeable given the industry-wide net losses.

Elf Beauty Inc.'s ability to defy industry trends and strengthen its market share, which has increased to 6.22% over the past twelve months since Q1 2025, underscores the company's strategic positioning and effective execution. By leveraging cultural and sporting partnerships, such as this recent project with the NWSL and INDIVISA, Elf Beauty ensures its relevance and appeal to a broad and diverse audience.

This project is representative of a trend where brands are moving beyond traditional marketing paradigms to engage with their customers in a more dynamic and diverse way. For Elf Cosmetics, the symbiosis of sport and beauty not only embodies a self-confident, strong and authentic brand image, but also strengthens the company's financial position in an uncertain market environment.

Elf Cosmetics redefines beauty not only as a product, but as a force in the life of every individual. The collaboration with young female athletes underlines the brand ethos, which emphasizes self-confidence, flair and determination in equal measure. This dual emphasis on aesthetics and athleticism could trigger a paradigm shift in the way cosmetics brands approach customer loyalty and the market challenges of the future.

In summary, Elf Cosmetics' creative collaboration with NWSL and INDIVISA represents a strategic foray into new territory that aligns with the brand ethos of trust and inclusion and potentially sets a new benchmark for innovation in the beauty industry. This strategy, coupled with its robust financial position, positions Elf Beauty Inc. not only as a competitor in the beauty industry, but also as a leader in brand strategy and financial stability.

Sources for this article: ELF Beauty Inc. press release, News Wire, Globe Newswire, Business Wire, Pr Newswire ... and CSIMarket.com's assessment of the competitive landscape

https://csimarket.com/news/e-l-f-cosmetics-winning-play-innovating-in-beauty-and-sports-to-drive-revenue-amidst-industry-challenges2025-09-15112239

hps://www.businesswire.com/news/home/20250914219901/en/e.l.f.-Cosmetics-the-National-Womens-Soccer-League-and-INDIVISA-Launch-Nationwide-Search-for-the-Next-Young-Soccer-Star

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (+3,04%)
$NBIS (+9,49%)
$LMND (+1,4%)
$AAPL (+1,23%)
$BMNR (+3,32%)

$ELF (-1,58%)
$9868 (+0,65%)
$XPEV (+0,81%)
$UCG (-2%)
$PRY (+1,22%)

$G1A (+1,27%)
$LOTB (-1,88%) +10% $UFPT (+0,32%) +9,34%. $AHT (-0,41%) 7,15%. $UNH (+1,21%) 20,26%

$ETH (+0,19%)
$NB (+2,97%)
$VLA (-0,1%)

$HOT (+1,97%) +13%. $CWCO (+0,66%) +14%

$ALV (+0,33%) +6,4 %. $MAIN (-0,58%) +5,3%. $TUI1 (+0,27%) +18,3%

$RDDT (+6,34%) . $GUBRA (-2,55%)
$ONDS (+3,62%)
$IREN (+11,25%)

My shares would be

$MU (+5,61%) +17%. $GILT (+4,07%) +20%. $APP (+5,16%) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

$ELF (-1,58%)
$OR (-0,56%)

Hello my dears,

As an Elf Beauty investor, I hope that a lot of money has flowed into Elf's sales.

But given the large sum involved, I fear that Loreal was able to profit here.

Taxpayers are paying for the federal government's make-up costs. According to a media report, there are now some figures on the balance sheet of the traffic light and the red-green minority government.

According to a media report, the traffic light government spent at least 538,000 euros on make-up between the beginning of 2022 and the end of 2024. However, as "Bild" reported, citing government figures, this calculation did not include the styling costs incurred between May and December 2024 for former Foreign Minister Annalena Baerbock and her team at the Federal Foreign Office.

Under the red-green minority government, at least another 49,646 euros were added between the beginning of January 2025 and the end of March 2025, according to the report.

According to the report, Baerbock and her department also spent a particularly large amount of money on make-up during these three months. They would have spent a total of 20,849 euros on make-up in these three months. That's 7440 euros a month. According to Bild, former Chancellor Olaf Scholz and the Chancellery spent 13,015 euros.

Otherwise, the female ex-ministers and their departments are far ahead. Lisa Paus (Greens) and the Ministry of Family Affairs contributed costs of 4287 euros, the Ministry of the Interior led by ex-minister Nancy Faeser (SPD) 3737 euros and the Ministry of the Environment led by ex-minister Steffi Lemke (Greens) 3554 euros. Bringing up the rear were the Ministry of Construction (1999 euros), which was led by Klara Geywitz (SPD) at the time, and the Ministry of Economic Affairs (598 euros) with Robert Habeck (Greens) at the helm at the time.

None of the other ministries provided any information, which is why the total costs are not complete. Costs for hairstyling, clothing and photographers are not included, it is further stated.

Merkel spent 3000 euros a month on a stylist

By way of comparison, while Baerbock and her team invested around €7440 per month in make-up in 2025, former Federal Chancellor Angela Merkel, for example, had accumulated costs of around €3000 per month for the federal government after leaving office in 2023 - not only for make-up, but also for her hairstyle, mind you. This also included the hotel and travel costs of her stylist.

The Taxpayers' Association had massively criticized the rising costs of top politicians' appearances in the past. In 2023, President Reiner Holznagel said that taxpayers could not be expected to pay for politicians' make-up artists and hairstylists.

And it is not only make-up costs that cost taxpayers a lot of money, but also photographers. At state level, for example, the Bavarian state government led by Minister President Markus Söder (CSU) has recently attracted particular attention. Under him, the costs for photographers had multiplied compared to his predecessor Horst Seehofer, reported Der Spiegel in 2023.

In the first four months of the year alone, the State Chancellery reportedly spent around 75,000 euros - and that was just for freelance photographers. A permanently employed photographer was also on the pay slip, it said. In 2022, Söder spent around 220,000 euros, more than twenty times as much as Seehofer, said former SPD parliamentary group leader Florian von Brunn at the time. (Tsp)

https://www.tagesspiegel.de/politik/baerbock-ganz-vorn-habeck-ganz-hinten-hunderttausende-euro-gab-die-ampel-furs-make-up-aus-14048525.html

Which companies with a market capitalization of less than 10 billion do you think are particularly promising?

My favorites are:

$ELF (-1,58%)
$CELH

$RIVN (-0,62%)

$S (+0,83%)

$QBTS (+3,39%)

$RGTI (+3,78%)

$VIST (+0,59%)