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CELH

Celsius Holdings (Nasdaq: CELH). Energy drinks. First write-up June 2026.

CELH

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

by Fajasy
Aug 10, 2026
CELH

Celsius's Acquisition Hangover

A record $783M quarter, a first-ever buyback, and open-market buys from the CEO, COO, and a director, all built on the Alani Nu and Rockstar acquisitions. But flagship CELSIUS slowed to 6% and gross margin slipped to 48.3%

by Fajasy
Jun 28, 2026

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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