TSOH Investment Research (Alex Morris)
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Archive
About
CELH
The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
AlphaSense Expert Insights Webinar
Jun 25
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TSOH Investment Research
28
Celsius: A Global Opportunity?
Note: Join me on Tuesday, June 24th, for an exclusive AlphaSense expert discussion with Jon Bratta, the former VP of Emerging Brands at Monster Energy.
Jun 16
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TSOH Investment Research
16
Celsius: The Pepsi Question
From “Celsius: Fully Optimized?” (December 2024): “This is an intensely competitive category, with brands like Alani Nu - which competes more directly…
Mar 3
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TSOH Investment Research
19
2
Celsius: "Fully Optimized"?
Note: Here are the links to prior TSOH research on CELH and MNST
Dec 2, 2024
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TSOH Investment Research
22
Boston (Beyond) Beer
"A noticeably, dramatically, almost shockingly different beer."
Oct 14, 2024
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TSOH Investment Research
12
"Competition Has Never Been Greater"
An update on Monster (MNST) and Celsius (CELH)
Sep 2, 2024
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TSOH Investment Research
21
Monster: A Beast Unleashed
Energy drinks and ~200,000% stock price appreciation
Apr 15, 2024
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TSOH Investment Research
18
Celsius: The Rise Of A Billion Dollar Brand
“The energy drink category is now a three-team race.”
Apr 8, 2024
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TSOH Investment Research
32
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