@Memo0606 could be an alternative. I think the market for energy drinks is saturated. New players are emerging again, even influencers are launching their own drinks on the market. Maybe there will even be a MEMO0606 drink at some point. Monster in particular is already represented almost everywhere and should only be able to grow through new products. In a market that is highly competitive.

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Johnny B.@JBatelli

4Mês

Interesting companies.
I just came across Argenx because it is the largest position in the $2B78 ETF.

$ARGX was the first time in the first half of 2024 without losses and immediately had a profit margin of 66%. Of course, that's amazing. But they only have one drug with Vyvgart and that has been approved in the US since December 2021 and in Japan since January 2022. So also very speculative. But also a lot of potential if it is gradually approved in more countries.

$AME has really had good rising sales and profits for years. Also increased profit from Q1 to Q4 2024 from 310m to 380m and thus also increased the net margin from 18% to 22%. The share has not reflected this in the last 12 months.

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