Celsius: Stronger Ties With Pepsi (Rating Upgrade)
Core Viewpoint - Celsius Holdings (CELH) is rated as a buy due to its strengthening partnership with PepsiCo (PEP) [1] Group 1: Company Overview - Celsius Holdings is focusing on reinforcing its partnership with PepsiCo, indicating a strategic move to enhance its market position [1] - The company is viewed as a strong-moat investment opportunity, appealing to long-term investors [1] Group 2: Investment Philosophy - The investment approach emphasizes a fundamental standpoint with a "buy & hold" strategy, suitable for long-term horizons [1] - The focus is on price and margin of safety, considering risks often overlooked by short-term analysts [1]