Reddit Posts
Dutch Bros Q1 Earnings Report (Total revenues grew 30.8% to $464.4 million YoY)
I 8x'd in 3 years investing in micro/small caps. Here's my process and how I turned it into a system that 450+ hedge funds now use daily.
Am I the only Regard who had a month like this??
BROS Earnings Brewed to Perfection?
Not all of us are POETs, but we can be BROS
What are you doing, Dutch BROS?
Options are not for the weak. Thank you Papa Powell 📈
Am I supposed to sell call options when the stock has a huge rally regardless of tax implications?
Strange but Brand New Investor- tips, tricks, and recs wanted
Why did my call option go to shit when the $BROS went up?
Anyone with some research or moves for the next week to a month that they would like to share?
How a chance encounter led to surprising investment gains.
Hooking Up with a Barista Turned Into a 120% Gain - Why Dutch BROS Could Be Your Next Rocket
Hooking Up with a Barista Turned Into a 120% Gain - Why Dutch BROS Could Be Your Next Rocket
You won't believe how I ended up investing in Dutch BROS coffee.
You won't believe how I ended up investing in Dutch BROS coffee.
Coffee growth unevenly distributed
Adding some food and beverage stocks to my energy and tech heavy portfolio. What are some great values out there to jump into?
Stock To Watch: Dutch Bros Inc. ( $BROS )
Best pair trades right now? Thoughts on the following?
DD: The One Time you should put hoes before BROS
$BROS Dutch Bros. founder's son pays back day-trading profits . Caught young Bradley way to early.
Please share your wisdom on the proper way to deploy the butterfly
Dutch bros stock analysis and valuation - Could it be the next Starbucks?
US News' Investing's 2023 picks are up 13.1% vs 7.7% for S&P so far.
Could Dutch Bro’s see a squeeze? (BROS)
THE SUPER MARIO BROS. MOVIE Gives AMC Theatres Third-Best Weekend Since Pandemic
$BROS stock seems cheap, thoughts?
Could a coordinated cash secured put sale be a more effective way to short squeeze a stock?
Jim Cramer says Dutch Bros Inc BROS ‘is not great but good enough with good cadence. But holy cow what a drop-off when gasoline was high.’ Given Cramer’s prediction track record, do you think BROS is a good short?
Jim Cramer says Dutch Bros Inc BROS ‘is not great but good enough with good cadence. But holy cow what a drop-off when gasoline was high.’ Given Cramer’s prediction track record, do you think BROS is a good short?
Recommending a stock that might be more resistant to the downside of the economy
One stock I will hold for 10 years - Hint, it rose 47% in the last 11 days since I posted about it here!
My first #YOLO. $BROS has always been good to me
$BROS went over 2,000%. Puts on everything 🐻🐻
UPST & BROS back to back 2,000% gainers. 675 into 13,000. Couldn’t get the full screenshot but 😮💨
Dutch Bros stock tanks after hours: is it a buy?
Got lucky on $BROS puts... now what?
BROS & HOES if this holds it will be a 1,200% gain
Dutch Bros (BROS) 2023/2024 Options open tomorrow? Can someone verify?
Jim Cramer gave $BROS the kiss of death. It was fun while it lasted.
Over 100k in Dutch Bros (BROS); No Fear, Complete Faith, Earnings on March 1
ALL IN DRAFT KINGS! MUST SEE! NEW GREATEST OPTIONS INVESTOR! STAY TUNED.
ALL IN DRAFT KINGS! MUST SEE! NEW GREATEST OPTIONS INVESTOR! STAY TUNED!
Can someone smart tell me whats goin on with BROS?
Can someone please explain to me why $BROS - Dutch Bros is not going down?
So what’s up with $BROS, bros?
Anyone look at BROS as a squeeze play?
Dutch $BROS released OUTSTANDING preliminary Q4 results today
Trouble understanding realized losses for Tax purposes
$NXTD is at the fueling station. This thing ain’t done yet boys. TRUST ME BROS . TRUST ME
Mentions
BROS sounds like a good ticker
Buffet playing 3D Chess. Bro sells ALL of the AMZN to buy Macy's. While we laugh and point, he sits on 350 billion in cash. When the AI trade crashes the entire market, bro will go all into BROS and order a diet coke.
BROS is the new SBUX with cooler cups
As a META, SHOP, NFLX and BROS shareholder, a 20% market dump doesn’t scare me the littlest bit 😝
Time to rotate from chips to coffee. BROS and SBUX calls
Short squeeze BROS. 20% float is short. 5 days to cover. It’s just water and brown. Humans have been drinking coffee for 600 years. Send me your lambo pics
Looking at my META, NFLX, RDDT, BROS and SHOP shares. Come on you pieces of shit! Do something!
I sold all my MUU this week to buy BROS calls like a fucking regard
Everything going up except BROS. Fml.
I sold my fucking MUU the other day to buy BROS calls. Fucking end me.
I'd definitely rather be buying BROS and CMG right now. A chicken bowl in large cities is still under $10 pre tax. A latte is still under $6 pre tax. A tiny burger and small fry is over $12 pre tax at Shake Shack and that's not nearly as much food as Chipotle.
The concern that I have is when I look across the restaurant industry and it's been not a great time for a while. I think there is a point where people start to trade down/look elsewhere/eat less. CMG is down 35% in the last year, SG just had like -12% comps in their earnings yesterday or the day before. BROS is down about 18% in the last year. In the ultra short-term, with an RSI of 23, maybe you get a bounce out of SHAK but when I look across the restaurant landscape, doesn't look great and any further indication of consumer weakness might send it lower. Long-term, SHAK went public a bit over 10 years ago and I remember the excitement people had about it. A little over 10 years later, it's up 50% since then and there's been a number of 50% drops along the way. So you could have done much better with an index fund and you could have done twice as well (and much less stress) with boring JNJ. So, maybe a very short-term trade for a bounce but beyond that the consumer landscape is starting to look a little fragile and long-term it's not been a very good stock.
Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc. Not bad, huh? (Contrarian) DIS: +7% (Sweet spot) UBER: +8% (Stretched, off-theme) BROS: -9% (Danger zone) <- all over the place, which is why it's better to avoid this quadrant DASH: -0.51% APP: +7% AXON: +9% COHR: -7% ARM: -10%
Added 12% more shares to my BROS position.
I'ma need either MSFT or BROS to pump 10% today. My wife is talking about taking my twinks away 😭
BROS beat and raised guidance and still dropped, fml :(
Shoutout to everyone who was also wrecked by $COHR, $IONQ, or $BROS ✨
The market hates BROS .. but we all know they watch Bang Bros when their wives aint looking.
BROS beat? 📉 IONQ beat? 📉
ask the "BROISTAS" on your local DUTCH BROS for an electrolyte, antioxidant brojizz
$BROS would fly if those regards told coffee would be agentic ai from now on
BROS fucked it up smfh.
Any $BROS bagholder like me listening to this regarded electrolytes, antioxidant, "BROISTAS" earnings call, i hate this so much
Fuck I went 12k in on BROS calls
BROS better announce they’re making semiconductors along with drinks.
Wish BROS just added AI to their name so I could be up 10% too
Double beat for BROS!!! SEND IT!!! 🚀🚀🚀
BROS company-operated same shop sales increased 10.6% y/y, and that isn't just inflation and higher prices as company-operated same shop transactions increase 6.9%. Margins did slip though due to higher costs as food & packaging costs rose to 26.2% of revenue compared to 25.0% last year. Dutch Rewards now represent 74% of transactions, up from 72%. AUV, guidance, it's all lovely. Up 2% as I type this.
Dutch BROS beating ass is automatic
getting coffee with the BROS!
BROS is gonna beat then tank 10% as usual.
I'm going to need BROS to quit being so damn flat.
Let's go with Dutch Bros instead of Starbucks then. BROS has similar margins to HITI and is very much not built to be a 3rd space. They trade at over 4x p/s as a retailer. I get it's apples to oranges no matter where we compare, but there's are plenty of retailers trading at much higher multiples than HITI. I get your comparison to tobacco, but there's a ton of differences there too. Tobacco products are sold in gas stations and convenience stores, something that's a long time away for weed. So weed is more like liquor in that regard. There are no small scale tobacco farmers in the developed world as far as I'm aware(could be wrong). The money is in the cpg, and farming the commodity works because of the scale. Eventually there will be consolidation and an Altria of weed will appear, but I don't see that happening before a retailer dominates the space.
BROS calls. Spending is up and people love coffee
i got $BROS in diff'rnt area codes
BROS is on the come up. They’re expanding and popping up everywhere. I know a lot of my coworkers they’ve switched over from sbux to bros and they’re cheaper as inflation keeps going up and as they open more stores, I’m sure they’ll capture more of sbux clientele.
Somebody poke BROS for me please
If SBUX belated, BROS is gonna beat too. Calls baby
BUTT JIZZ BROS SOUN WULF Your welcome.
Just open a BROS in Times Square and we’ll take the stonk to $85
homie doesn't get coffee with the BROS
The year is 2030. The busiest BROS in the world is in Times Square. The stock is trading at $250.
Time to go full port into BROS. Delete the trading app. Place the phone in a shoebox. Bury it in the ground. Come back in 3 months.
Gotta throw BROS in there, they sell 32oz sugar bombs disguised as “coffee”
Never bet against FAT! I’d add BROS to that list and maybe a micro cap diabetes tracker sensor of your choosing like SENS
the only food stuff I like is SBX, CAVA, TXRH, CMG, WING, BROS, SHAK. restaurants are hard , low margins, the tide of popularity can leave them out to dry, and the first thing people cut in recessions. though MCD does tend to hold up being a super value restaurant.
Take DoorDash for example, they have a PE of 83 and you annual rev growth of 28... Or SBUX, they have a PE of 83 and annual rev growth rate of less than 3% BROS, their PE is 85, with a annual rev growth rate of 28% Lastly, AVGO's PE is 79 with a annual rev growth rate of 23% ... All I'm trying to say is that it's possible, not that I believe 100% it'll happen. It's not unheard of for tech to have crazy multiples. Right now they just don't though, while since other companies do.
Kushner en route. (takes sip of BROS coffee)
Can BROS please shift to AI??
(Me yelling at my BROS shares) Come on you chicken shit you know I'm good for it!
There have been a lot of memorable days and weeks in the market since covid but this is up there with the 2nd and 3rd week of May in 2022 in terms of option pricing and their potential payout. That span kicked off with $.17 U puts that went from $.17 to $8.00 on Tuesday then UPST, HOOD and BROS. Thursday buying sent stocks back up a bit and volatility chilled going into the next week where WMT, TGT and a few other retail had puts that went from $.05-$.20 go to $10-$45 if bought prior to WMT reporting on Tuesday.
Why my BROS stock toilet?
BROS is my next play. This shit always makes a run before earnings
How is BROS not $100 yet? It’s just water and brown.
Why does BROS trade the way it does? -6% days for no reason and +6% days for no reason too.
They opened a Dutch Bros in my city so I tried it for the first time. That is the mid-est coffee to ever mid. Stock should unironically be zero. Puts on BROS
I am 39 yrs old - have never been able to save up until this point in my life. I am making 105k salary and I put in 5% - my company matches 10% so ~15k goes into my retirement per year. I only have 10k in there. 30% of that and my contributions goes into a personal choice fund - I select the stocks. I have mostly MSFT, HOOD, SWMR, SCHD, META, MRNA, JPM, BROS, PLTR, and RDDT. My question is - should I even have SCHD in there? I know its basically a dividend stock, but I am wondering with my age (40 in a week) and lack of savings if I should put it into more aggressive / growth based stocks such as my other selections. Let me know what you think!
Never see BROS mentioned but I too like the stock
Been starting to make investment considerations assuming post-war conditions. So far so good. But what are the names that have been sold off hard with everything else which really wouldn’t be affected by a gulf war in the first place? Have had some good trades already with software and things like Dutch BROS.
But XRP was supposed to hit $100 months ago?!?! YOU CRYPTO BROS FUCKING LIED.
From strongest to riskiest: $GOOGL $ADBE $APLD $BROS
In this sub, I'd guess it's more than half. Don't forget about all the BROS that checked that box cause of podcasters...
Where my BROS at??????????
Very cool. Even the drink thing should be bullish for BROS. I have no position, but I get iced tea a few times a week there.
Elison thought WARNER BROS>>AI DATACENTER
BROS is still undervalued my good people, keep ya eye on the prize
When will they open a BROS in Tehran?????
SABR and OVID my only penny’s rn, non penny’s I think MRVL is going to be a good bounce on earnings, BROS I am holding but it’s boring this week
Drinking coffee with the BROS
My BROS CCs weren't exercised even tho it was ITM, lesss gooo baby
I forgot to tell you guys that I sold my BROS calls yesterday.. my bad
BROS beats and is at a 6 month low .. Unfuking believable .. fuk the MMs
# 🌽 BROS # Feel free to let those tears run 😭 This is a safe place.
BROS is the $40s is an easy buy, especially after such blowout earnings
WHERE ALL MY FIG BROS AT ?? \+30% tomorrow??
Going to be a quiet week or na? Selling cc’s on RDDT, SOFI, BROS, buying VRT with the premiums
You can’t drink AI coffee. BROS 📈📈📈
$50 BROS could turn out to be a gift
Price action on BROS is crazy. Managed to get some $49.99 after another dominant Earnings release, it’s been up to $60 and down to $50 today.
BROS 59 call I sold this morning at open went nearly worthless in an hour lol. Yeah I bought it back
BROS had the misfortune of not showing 10,000% returns on AI so of course RBC cuts price target even though everything including guidance was much better than expected. Fuck you RBC. Fuck your little douchbag analysts who pay to have a woman step on their worthless balls.