What you can learn from this Monster investment thesis

Livewire Exclusive

Livewire Markets

You’d think that one of best performing major companies in the US this century would be a tech stock. Interestingly, it’s energy drinks maker Monster Beverages, which has rocketed ~65,000% since its 2003 debut and outperformed the FAANGs.

The fact that there hasn’t been much commotion or noise around this stock shows that some of the best ideas are ones that the market doesn’t pay attention to, says Joe Magyer, Chief Investment Officer at Lakehouse Capital.

“It doesn’t speak to investment bankers, it doesn’t speak to people working in the CBD, it speaks to young guys who have hard jobs and they want a big affordable cold drink that will give them energy to get through the day,” he says, drawing parallels to how Wal-Mart was overlooked.

Watch this video to learn about how Joe came up with his Monster thesis, its growth prospects and why it may be bought by Coca-Cola.

Take a different approach to investing

Lakehouse Capital concentrates on investing in fast-growing companies, including access to IPOs, pre-IPOs, and institutional raisings that aren’t readily available to individual investors. Hit the 'contact' button below to find out more.

1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Please sign in to comment on this wire.