How Rational Investing - Cameron Stewart, CFA’s view on $CELH changed

2026-08-18Bullish
“Celsius (CELH) Buys Rockstar - Massive Value Opportunity”
CELH is a buy for long-term investors; 10x forward earnings is a low entry point given strong margins and prudent acquisitions.

I wanted to talk tonight about um Celsius Celsius Holdings, right? They own the Celsius beverage. You can see in the screen here uh they they own Celsius. They just bought Rockstar.

Pepsi quieted earlier than Celsius bought it from u from Pepsi. Um so you know they're bragging about portfolio 20% in Q2 of the energy market by share. Uh Celsius is a very large dominant player that's kind of come out of the woodwork quickly and gained a lot of market share.

2026-08-11Bullish
“Celsius Holdings (CELH) - 6x Cash on Cash Return!”
CELH is a long-term buy at current levels due to low valuation (10x forward EBITDA) and prudent M&A, despite short-term headwinds like shareholder pressure.

we're gonna talk about Celsius tonight. That might be fun. Very interesting stuff.

Nice to see everybody tonight. I thought we'd go over um thought we'd go over uh Celsius. Talk about that company. They just uh they just bought uh Rockstar Energy Drink. And let's see what this stock looks like.