Monster Beverage Corporation
Pitch Summary: Despite strong international growth and improved margins, Monster Beverage is considered overvalued due to its high valuation multiples, which have expanded significantly. The company’s stock is currently rated as a hold. BSD Analysis: Monster Beverage reported strong Q3 2025 results with a 17% increase in revenue, driven by a 23.3% growth in international […]
Coca-Cola Co/The (KO)
Pitch Summary: Paywalled (The Bear Cave believes Coca-Cola faces a perfect storm of new headwinds including a rapidly changing advertising landscape that benefits upstarts, cultural issues within the company, and a future with diminished demand driven in part by weight loss drugs Wegovy and Ozempic.) BSD Analysis: Coca-Cola remains one of the strongest consumer brands […]
