Monster Beverage: Energy Drinks Leader, Potential Coca-Cola Target

Joe Magyer of Lakehouse Capital presented his in-depth investment thesis on Monster Beverage (Nasdaq: MNST) at Wide-Moat Investing Summit 2018.

Thesis summary:

Monster Beverage is one of the leading global brands in the fast-growing energy drinks category. The business is gaining share in existing markets, entering new distribution verticals, and entering new geographies. It is also debt-free, capital-light, and significantly profitable with a 36% EBIT margin.

The shares have pulled off their recent highs and the company has taken advantage by repurchasing ~1.6% of the stock thus far in 2018.

Lastly, the business may also be acquired at some point by Coca-Cola, which is thirsty for growth and already has a strategic investment in Monster.

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About the instructor:

Joe Magyer is the Chief Investment Officer of Lakehouse Capital. He’s also the Portfolio Manager of the Lakehouse Small Companies Fund, and the Lakehouse Global Growth Fund. He has held senior investing roles in both the USA and Australia and has been with the company for 11 years. He previously served as Director of Research at The Motley Fool Australia as well as the Portfolio Manager of Australia’s Motley Fool Pro. Before making the leap to Australia, Joe served as the Lead Advisor of Motley Fool Inside Value, which was recognised by The Wall Street Journal and Hulbert Financial Digest for outstanding performance. Joe is also known for his columns for the Australian Financial Review and regular appearances on the likes of CNBC and Sky News Business. Joe holds a Bachelor of Business Administration from the University of Georgia and a Master of Science in Finance from Georgia State University. He is a CFA charterholder.