#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (-2,36%)
$NBIS (+0%)
$LMND (-1,58%)
$AAPL (-0,66%)
$BMNR (-1,38%)

$ELF (-0,39%)
$9868 (-0,62%)
$XPEV (-0,59%)
$UCG (-2,6%)
$PRY (+0,36%)

$G1A (-0,7%)
$LOTB (+2,67%) +10% $UFPT (-1,39%) +9,34%. $AHT (+2,37%) 7,15%. $UNH (+1,39%) 20,26%

$ETH (-0,79%)
$NB (-6,87%)
$VLA (-0,53%)

$HOT (-0,77%) +13%. $CWCO (+0%) +14%

$ALV (-0,75%) +6,4 %. $MAIN (-0,36%) +5,3%. $TUI1 (-0,38%) +18,3%

$RDDT . $GUBRA (+0%)
$ONDS (+4,82%)
$IREN (-0,67%)

My shares would be

$MU (+4,95%) +17%. $GILT (+0,59%) +20%. $APP (-1,87%) +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 (-0,39%)
$OR (-0,16%)

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 (-0,39%)
$CELH

$RIVN (+3,76%)

$S (+2,57%)

$QBTS (+0,23%)

$RGTI

$VIST (-2,1%)

$ELF (-0,39%)

A really exciting takeover 👌

$ELF (-0,39%) Price target increase - Jefferies raised from $115 to $150. The Rhode acquisition was cited as a key factor in the increased valuation, and several growth catalysts were also mentioned, including distribution through Sephora ($MC (-1,62%) ), new product launches and improving web traffic.

Jefferies emphasized that Rhode is the No. 1 beauty brand globally in terms of earned media value growth, with less than 1% of social media content being sponsored.

Low double-digit percentage growth to Elf Beauty's earnings per share in FY26, with projected Rhode revenues of $240m

https://de.investing.com/news/analyst-ratings/kursziel-fur-elf-beauty-von-jefferies-auf-150-usdollar-angehoben-93CH-3033420

@Tenbagger2024

With my small, manageable portfolio, I have been working with $HIMS (+0,15%) , $SOFI (+0,46%) , $ELF (-0,39%) , $AMD (-7,23%) and $IREN (-0,67%) extreme volatility, but this has now paid off. ✌️

From +20% YTD to -40% YTD to now +17% YTD again

In the long term, share prices follow the development of the company, you just have to be able to withstand the vola 👍

$ELF (-0,39%)

E.l.f. Beauty (ISIN: US26856L1035) presented impressive figures in the last quarter. Sales rose by 3.58% to USD 332.6 million, while EPS of USD 0.50 per share was significantly higher than the previous year's USD 0.26. Growth is driven by a strong market position and innovative products. In particular, the acquisition of the prestige beauty brand Rhode for USD 1 billion could open up new opportunities. Rhode recently generated sales of USD 212 million and is expected to grow further through expansion into Sephora and Uta stores. But there are risks: The increased tariffs on Chinese imports of up to 55% could weigh on margins. E.l.f. Beauty is responding with a global price increase and a diversified supply chain. Nevertheless, around 80% of production currently takes place in China.

From a technical chart perspective, E.l.f. Beauty was able to gain significantly in value after the announcement of the quarterly figures and the Rhode takeover and take a decisive step forward. The downward trend from the all-time high was sustainably broken upwards and an overriding (upward) trend continuation signal was generated. The share had previously undergone an 80% correction in which the overbought situation was reduced. Due to the price increase, a first buy signal was generated in the slow stochastics and confirms the trend continuation signal. As long as the share can sustainably hold above USD 95, the next price targets are USD 148, followed by USD 225 and USD 500. If the share falls significantly below USD 95, the next correction target is USD 62.

Preferred scenario: Long-term long entry in the USD 98 range. Hedging below USD 60.

https://mobile.aktien-mag.de/blog/chartanalysen/chartanalyse-e-l-f-beauty-kosmetikriese-im-hohenflug/id-144953