🤑247capital #49 | $TAP $HIMS
Follow-Up, Portfolio News of the week, Tweets of the Week ...
Hi Everyone 👋,
Welcome to the #49 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻
Please hit the heart button ❤️ if you like today’s letter and reply with any feedback.
The follow-up to former Issues
Below you’ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we’re here for the long run. 5-10 years horizon at least.
$TAP - bought at $44.95 - Issue 1
Closed the week at $48.21 (up 7.25%)🔥
💰$0.68 dividends
$GEO - bought at $5.79 - Issue 7
Closed the week at $6.49 (up 12.08%)🔥
XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 10.38€ (down 19.90%)❄️
READ - bought at 39.25SEK - Issue 12+24
Closed the week at 14.18SEK (down 63.87%)❄️
$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $4.32 (down 47.82%)❄️
THG - bought at 373.50pc - Issue 32+36
Closed the week at 126.50 (down 66.13%)❄️
$PCH after the today’s Full Year 2021 Results is maybe a buy this week if the stock price will come under some pressure.
2021 was an extraordinary year, with our Wood Products and Timberlands businesses far exceeding last year's record performance.
—Eric Cremers, president and chief executive officer
Portfolio News of the week
$TAP - Coca-Cola, Molson Coors unveil alcoholic lemonade drink
Simply Spiked Lemonade will hit store shelves this summer, with each variety pack containing four flavors. This is the second alcoholic flavored drink manufactured jointly by the Coca-Cola Company and Molson Coors after Topo Chico.
Over the past two years, we’ve seen success by shaking up existing categories with new brands that have clear, compelling points of difference, like Topo Chico Hard Seltzer, Vizzy Hard Seltzer and ZOA Energy Drink.
— Michelle St. Jacques, chief marketing officer for Molson Coors.
$HIMS - Hims & Hers Mobile Platform Now Available on the App Store
Today marks one of the most exciting days in our Company’s history as we further advance towards our future of fundamentally reshaping what it means to access and experience great modern healthcare. The Hims & Hers mobile app will allow our over 500,000 subscription Members a truly unique way to take ownership and control of their health and wellness and we anticipate this Platform will be the foundation on which we build and invest in this future, further bundling additional value for our Members.
— Andrew Dudum, CEO and Co-Founder of Hims & Hers.
Video of the week - A Documentary on Stanley “Stan” Druckenmiller
A humble man from Philly was determined to become rich. 30 years later, he built the best track record on Wall Street, making 30% a year for 30 years. Druckenmiller is perhaps the most excellent trader ever. How did he do it?
Quote of the Week
You are free to choose, but the choices you make today will determine what you have, be, and do in the tomorrow of your life.
— Zig Ziglar
Tweets of the week
5 points of the week - From the book “100 to 1 in the stock market.”
Curated by the Big Investor Blog:
There are 3 approaches to investing
Psychological
Statistical
Spiritual
Remember that a man who will steal from you will steal from you.
Ask yourself if the company you plan to invest in will make the world a better place. If not, avoid it like the plague.
No matter how profitable, please stay away from men, companies, and ventures based on defrauding rather than helping their customers.
Most fraudsters are not selfish as myopic, not as greedy as stupid.
Thanks for reading, and until next Monday,
Sebastian from 247capital
