Monster: Premium Business At A Premium Price

jetcityimage Investment thesis Our current investment thesis is:  MNST's impressive growth trajectory has been driven by quality product development, aggressive (but intelligent) marketing, and international expansion. Demand is sticky, as the business has developed a loyal customer base and sells an addictive product.  Margins are equally impressive, with scope for further improvement as increased scale is achieved. MNST is an expensive business but we believe it is justified based on its current perfo ...