AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Acquirers Podcast
Value After Hours S06 E34 Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG
Sep 23, 2024
In this engaging discussion, guest Alex Morris, an expert on value investing, breaks down the intricate science of hitting and its surprising parallels to financial strategies. The conversation navigates the rollercoaster world of energy drinks, focusing on Monster's competitive landscape and its partnership with Coca-Cola. The hosts also unpack retail resilience in the face of inflation, Floor & Decor’s market position, and the cyclical nature of housing. Insights into consumer behavior and industry challenges offer a rich tapestry of investment wisdom.
59:24
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The podcast discusses the ongoing market inversion, highlighting investor confusion and uncertainty regarding future economic implications and trends.
- Sales pressures in the energy drink sector, particularly Celsius and Monster, underscore changing consumer preferences and competitive dynamics impacting market positions.
Deep dives
Market Inversion Insights
The discussion reveals the complexities of market inversions, particularly the current long-term inversion that has left investors confused about future trends. The participants note that the inversion between different treasury yields continues to remain pronounced, leading to uncertainty over its implications for the economy. Some investors express hesitance to predict movements in the market due to their past inaccuracies in timing such events. The conversation emphasizes a lack of clarity on whether markets will revert to normalcy or if further turmoil is on the horizon.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode