$Vita Coco(COCO.US)$ Lots of places suggest this one as a growing/expanding company. From my perspective, we carried 2 flavors of their water for a year or so during the plague. Fast forward to 2024, and I don't see them anywhere in stores. We haven't carried them for years. Maybe it's true they are surging over in Europe... but not NA. For now, beverage winners are$PepsiCo(PEP.US)$( aggressive sales campaigns ) $Celsius Holdings(CELH.US)$(also fading fast) $Monster Beverage(MNST.US)$(...
If you invest, you MUST be able to identify a moat. Here are 5 powerful moat sources: INTANGIBLE ASSETS: Example: Brand, Patents, Copyrights Wide: Coca-Cola Narrow: Dr. Pepper Snapple None: United Airlines SWITCHING COSTS: It would be expensive in terms of cost, time, or training, to switch to an alternative provider. Wide: Oracle Narrow: Salesforce None: Macy's NETWORK EFFECT: A network becomes more powerful as more users join. Wide: CME Group Narrow: NYSE Euronext N...