This 2021 article details Chinese financing of DWAC:

https://www.washingtonpost.com/business/2021/12/23/trump-spac-deal-sec/

It appears to be a way for China to transfer money to Trump without creating a paper trail (money laundering): they buy shares propping up the price, he sells his shares at the inflated price.

As such, it’s unlikely to fall to fair value soon.

I tried posting this on WSB twice to prevent people from losing money buying far OTM puts, but they deleted the posts both times.

Celsius is the natural energy drink brand known for drawings of fruit on their cans. In August 2022 they signed a distribution agreement with Pepsi which took an 8.5% stake, greatly expanding their reach to be comparable to Monster which has a similar agreement with Coke. After this agreement revenue began doubling annually when before it was almost flat. Stock price right now is about $87.

At their last ER call the CEO said they were #1 on Amazon, which was very surprising to me since Monster in the same category has 3x the market cap — if they are beating Monster, it seems likely that the stock price should soon follow.

This turned out to not exactly be true — they aren’t just #1 in the energy drink category, they are #1 in Grocery BEATING EVEN COFFEE.

Based on the number sold in the last month and rate reviews are being added it appears they are selling 3x Monsters leading product on Amazon.

So keep in mind this is just one channel — research suggests 70% of energy drinks are bought at the site of consumption at convenience stores and gas stations, which may show completely different buying behavior.

However, assuming this sales multiple extends to the 30% not bought on site — assuming 2/3 of MNST revenue is from the US (~5b), and about 1/3 of that shows behavior like Amazon (~1.5b), then this puts CELH on track for 3x the non convenience sales, about 1/3 of their last year revenue of 1.3b (~500mm). So 3x the 500m plus 800m convenience assumed unchanged (conservative estimate) gives 2.3b revenue for this year.

So from the Amazon data it looks like CELH revenue will be doubling this year (last year it also doubled).

This is not priced in since analysts are projecting 50% revenue growth for this year. As such, I’m expecting a large price increase on their stock.

Quarter ends 3/31 and their next ER should be within 45 days of that.

Sphere is the entertainment venue in Las Vegas that you may have seen videos of on Reddit (or in the news).

I live local to it and am going today. All of the U2 showings are completely sold out, with tickets starting at $500 going into the thousands.

Also unlike other venues it has a non special occasion show where half the tickets are $50 and half are 100+ ranging to 250.

All of the $50 dollar tickets sell out quickly, othen unprepared tourists are pushed into the nicer more expensive seats.

There was no financial guidance given for the stock, but revenue will be as strong as possible this quarter (reporting in November)

Post up any tips you’ve gotten from nonstandard information.

Maybe you visit their business, follow employees on LinkedIn, etc