Reddit Posts
I gonna sell these stocks and they will fly, based on recent data.
Thanks to all the women for using ELF product :)
$ELF: My High-Conviction “Value + Growth” Setup Outside the Usual Crowded Trades
e.l.f. beat earnings, but smudged its eyeliner.. what happened??
“Hoe-flation”, Long Lipstick — How the US + China are Popping the Dating Premium
Local friend started a YouTube Channel, he absolutely has changed how I look at investing for the better (and I'm a dumb Texan)
e.l.f. Beauty (ELF): Growth Brand With Expanding Margins and Strong Execution
$ALT. Many catalysts create a favorable Risk/Reward setup. (A Write Up)
If it’s good enough to screenshot it’s good enough to sell
E.l.f. Beauty remains committed to manufacturing in China despite tariffs
S&P Futures Tick Lower on Renewed Tariff Concerns, U.S. PCE Inflation Data in Focus
(NYSE: ELF) E.l.f. Beauty to acquire Hailey Bieber skincare brand Rhode in deal valued up to $1 billion
Any retail related tariff news?
Thoughts on ELF at these levels?
What's an example of a stock you regret selling too soon?
Veteran Trader Spotted $ELF in the $30s, Surging 294% — Now Targets $MGRX!
$ELF is my favorite stock. I am betting it will go up 25% AH on earnings tomorrow.
How do you cope with selling a stock right before it rallies another 50% or more?
ULTA Stock Drops Late, Despite Big Beat; Revenue Tops $10 Billion
Chinese owner of $1B+ ELF BAR HALTED by court; infringing on “ELF” TM of micro cap $VPRB. Stock doubled Friday, valued only at $18M.
$1B+ “ELFBAR” shutdown by US Fed court for infringing on $VPRB “ELF” trademark; stock explodes, still only valued at $15M!
FL federal Judge ruled today INJUNCTION of ELF BAR for violating $VPRB ELF trademark. Stock valued at only $8M just shut down largest vape player. Buckle up!!
~$1B “ELFBAR” vape doesn’t own TM. Denied “ELF” back in ‘21; immediate injunction ruling by judge soon; sued by $VPRB
ElfBar facing lawsuit it stole elf trademark! $VPRB
Options spread for week of 11/7 $ATVI $CVNA $CLOV $WMT $AMZN $ELF
Tendieman, give me a sign if I should buy more ELF calls...
Mentions
$ELF up 80% since June 4th. Can it keep going?
ELF earnings about to pop off Thurs. get in now
His ELF beauty pitch got me a few months back and I don’t regret it
$ELF MADE BANK THIS YEAR OFF OF SELLING EYELASHES! Don’t be fooled.
I'm hiding in my ELF, JNJ, and AMEX. I don't need excitement right now. That can wait until after Mag 7 earnings
I have risked this entire account plus what he makes over a decade on that salary, plus the sh!tbox he has purchased over LULU Puts and ELF shorts in 30 mins …. 🤭 the dude is like “come follow me I’m doing great” …
what the fck. I'm back up. that's great. Thanks ELF.
up $2k on CELH and ELF, down $2K on AMD and NBIS. What a weird market.
My portfolio is now ai proof: BA, ELF, ONDS, AVAV, LPTH, OUST, AAPL, KTOS, SHAK, GLD....... Or will Claude be able to vibe code replacements for these ?..... 😦🤌
I CUT MY ELF HOLDINGS IN HALF ON FRIDAY. Damn -- rookie move.
Couple tickets I’d look into…. $ELF - Beauty Products $NN - Completely disconnected from the rest of the market, spectrum/FCC approval play. $CELH - I’d like to see a Monster like run up! Bought Alani and have Coca Cola distribution
I follow him. Personally, I find him annoying sometimes. The mouth noises he makes are completely unnecessary. His videos are too long and he posts click bait titles and the video isn't organized well. He spends a lot of time lecturing or aura farming. Dude has millions but literally the worst barber in Nevada. He should cut out the trap and just focus on his picks and not abandon the ones that aren't doing well. Sell them, yes, but as long as he is holding he should say why. Sometimes he gives very alarming video titles and it turns out to be something else. Majes it harder to trust him. I like the insight he has and while sometimes he talks about his personal experience with a product or company he does back it up with numbers and projections. I have bought several of his recommended stocks. Celsius, ELF, AMD, FUBO, PLNH, HNST, SOFI, and CAKE. I have about broken even. FUBO and PLNH have lost a lot. He recommended PLNH at over 7$ and now it is about 13 cents. I have a lot of shares because I have averaged down. Same with FUBO. I am happy with CAKE and AMD. HNST and SOFI have been up and down. He doesnt believe in technical analysis, but i have saved myself some grief by waiting for better entry points. I bought ELF at around 100 and started being more careful. Averaged down at 52 and am up on it now. Jeremy is happy to invest in a falling stock because he is certain all his picks will rise. He pours his YouTube money into his portfolio so that may mask some losses. I don't know if he still owns PLNH anymore. He doesn't talk about it. He recently dumped all his PayPal. I never bought it. I just wasn't convinced. I am also not convinced Nike will recover and I can think of better places to put that money. Of all the stocks I have I still think they will do well eventually with the exception of PLNH.
I fully respect those holding ASTS this week. That said, I’m over here up $10k this week in ELF and AXP - highly recommend switching out of space for retail.
That’s a reasonable question. But the sample of companies you listed include that but many others as well. But if are asking about software then it makes more sense. If you say your best returns are in ELF and Sprouts then it seems more random than sector related. Which is fine on a micro-basis. My best stocks this are: A chip stock, a supplier to chip companies, a space related stock (up over 2,000%) and Exxon. Each are up over 1,000% overall (except Exxon which has tripled). But there is no sector related to my good returns, it was simply good fortune to keep holding and then enjoying the ride. As for your picks, software is fine in my opinion but I would sell if I picked up decent gains and sell regardless in the next 6 months. AI is evolving so quickly that companies that count on subscriptions to maintain updates to software are going to be dinosaurs very quickly. Just my opinion. DUOL will be copied by a couple of teenagers sitting down with an Anthropic product in a couple of weeks before appearing on Shark Tank. There may be exceptions like NOW who market to people who can’t be bothered to update software and instead just want easy to use and well known products. Again most my opinion.
"ELF (e.l.f. Beauty): 10%" I owned it originally from the $80's until a bit under $200 and sold after it started eroding off highs. Thought I'd left money on the table. Cut to: $50's. The re-rating of a consumer growth story is significant, see also: CELH. Can you do well after that? Sure, but it depends on why it re-rated and can it regain the kind of growth profile it had? Stuff like this (and CELH) were reminders why I don't like investing in consumer brands. "SFM (Sprouts Farmers Market): 9.1%" Nasty re-rating. Probably does okay going forward but given that it's not cheap, not the place to be if the economy cools. "ADBE (Adobe): 11%" I don't like it. Obviously not apples-to-apples, but it feels like it's going to be this sub's next PYPL: something that people go "but it's cheap" and "the buybacks" year after year as it erodes. It's clearly not operating in the same environment going forward that it's enjoyed for decades, I think even people bullish can agree on that. "NVO (Novo Nordisk): 9%" I bought some not that long ago. I'm glad that I emphasized LLY instead of owning NVO in recent years but it was cheap enough recently to consider. "RMD (ResMed): 7.5%" The TAM is going to be smaller going forward imho, so unless it becomes extraordinarily cheap I don't see the reasoning behind making this such a large position. "VEEV (Veeva Systems): 7.5%" Eh. It hasn't been that compelling imo in a while, even before the SaaS negativity. You are largely trying to be a value investooor and while there's nothing wrong with that, my one concern would be that your entire portfolio is going to be fairly correlated. You've done well lately as part of a rotation into names that haven't done as well, but if that rotation stopped tomorrow, you could easily see the opposite over the next 3 weeks. Selective bottom feeding is great, but imho it's allocating part of your portfolio to selected situations where you have a distinct thesis/near-term catalyst in mind - I wouldn't make it the entire portfolio. Something can be at a 5 year low and seem cheap but if it doesn't have a catalyst it can go to a 10 year low. Look at BSX back to where it was about 22 years ago. Good luck.
TTM +13.16% The best performer is ELF (+53%) and the worst is ADB (-17%).
TTM +13.16% The best performer is ELF (+53%) and the worst is ADB (-17%). Happy to answer any further questions.
I trust them because the made me a lot of money. They also turned me onto to CHWY at $$26 and sold at $100. They also told me to stay away from CELH. I spoken to them on ELF and they said “nothing special” lower end for high school girls - they prefer Sephora or L’Oreal products.
women don't know shit bro. I asked them about ELF products and they all loved it so i bought some when it was at $200 then it proceeded to crash
I wonder if kegsbreath uses ELF or EL in the new pentagon makeup studio…
LUNR, ELF, CELH, MSFT. Ones I’m keeping the closest eyes on
Celsius and Elf Beauty. Jeremy Lefebvre on YouTube got me into em. I am heavy into ASTS but am building a nicely sized CELH and ELF positions. I don’t marry any stock, I get my gains and then trim and set stop losses just in case they fall back down, which they often do. I like to be out before then. ASTS I am waiting until they build the constellation and monetize it and holding that bitch for a long long time for better or for worse.
Go with ELF starting in mid August. They have a lock up ending in August, then they will go on an all time rip.
A lot of great stocks still cheap, fintech, discretionary, software. Like $SoFi, $Meli, $Zeta, $ELF, $Now. Big tech can never go wrong. If you are scared to buy the top id stay away from Semi conductors and all those hype hyperscalers even if there growth rates are going through the roof. This will help you not buy at the top of a stock per say.
If you did some research, you'd come to find there are INCREDIBLE opportunities in the stock market RIGHT NOW. I've been investing like crazy the last few months. Look at individual company stocks in the following sectors: financials, software, consumer cyclical, small caps, real estate, crypto (Bitcoin/Ethereum), robotics, energy, etc. Some companies I like are SoFi, Symbotic, Zeta, Celsius, ELF, ServiceNow, Salesforce, UiPath, Trade Desk, Serv Robotics, Eos Energy, Nu Holdings, Rubrik, Shift4, SoundHound, Rezolve AI, etc. Personally, I would stay away from the major index funds, MAG7 stocks (Meta, Amazon, SpaceX, Google, Tesla, Nvidia, and Apple), and most AI hardware stocks, as they have run up a lot already and their upside is pretty limited in the near term.
I'll list ones that a 10 year old to teen might know, not just boys. Each has its own lessons to learn, as each company has pros and cons, and has been impacted by changes in the market over the last decade. Build a Bear BBW. Bath & Body Works BBWI Elf Beauty ELF Ulta ULTA Mattel MAT Hasbro HAS
Kicks down the door…throws a cosmetic company I’ve never heard of in my life into my face. Refuses to elaborate, Profit! \*Slow clap\* This is pure cinema now I get to go do a DD and figure out why the hell an ELF is so freaking good at cosmetics despite originally being a Chinese tariff victim. Thanks OP
Good news: ELF gains are already covering the consultation.
Listeeen ELF another 7.74%
guys hear me out.. ELF is ready, all lubed up
The multiples I’m seeing for $ELF are very different from the ones I would normally expect for a business with this profile. On both a historical basis and relative to comparable companies, the stock appears to be trading at an abnormally low multiple. I also don’t think current net margins tell the full story. The company has been deliberately investing behind the brand, especially through marketing, to capture share and strengthen its long-term positioning. Management has also indicated that part of this margin pressure is largely temporary, so focusing too much on today’s margin level may understate the normalized earnings power of the business.
Trademates calls ELF a HIGH RISK play - P/E of 132 on 1.6% net margins is brutal, even with 24.6% revenue growth. The catalyst? Recent news about an under-the-radar move that could boost sales, but Jim Cramer literally said 'I don't want to touch it.' That's a red flag. Action plan: the bull case about tariffs and China exposure is real, but at 132x earnings you're paying for perfection. I'd wait for a dip to $48-50 or a clear catalyst like earnings beat before touching this. The 'cult following' argument works until growth slows.
$ELF bringing my portfolio to new highs while the market is red overall…
scrapped 20% from ELF shoutout to the Biebers
Thoughts on ELF anyone. Shits rocketing in the Red Sea right niw
Why is ELF randomly pumping the whole day
My 3 biggest porsitions and 40% of my Portfolio are absolutely printing: ELF, CELH, SOFI
Missed the ai trade besides for NBIS. Too late to buy in now, but been buying beaten down companies with physical products that ai can't replace NKE, ELF, CELH, BA. Some nice discounts 🙂👍
ELF on the shelf finally!!
CELH - Celsius Holdings Breakdown Down 58% from highs ($66 → $28). Another growth stock getting repriced — but is it different from ELF? The business: Functional energy drink brand riding the "healthy energy" wave. $1.2B revenue in 2023, grew 200%+ in 2021-2022. Now growing low double digits. Sound familiar? Bull case: • Genuine brand loyalty with Gen-Z/fitness crovid • 60-65% gross margins (excellent for beverages) • International expansion (EU, APAC) still early • "Clean energy" positioning defensible vs. Monster/Red Bull Bear case: • US retail shelf space largely saturated • Monster and Red Bull copying the "healthy" positioning • Growth went 200% → 36% → low double digits — where does it stop? • Operating margins still negative due to heavy marketing spend • Pepsi and Coke have deeper pockets and same distribution CELH vs ELF comparison: Both down 58-67%, both Gen-Z brands, both growth decelerating. ELF has better margins and clearer path. CEL has more competition risk. Verdict: Interesting at these levels if international expansion delivers. High risk - confirm next earnings trend before touching it. Full breakdown at norrisai.us
ELF Beauty — Comprehensive Breakdown Down 67% from 52-week high ($150 → $49). Is this opportunity or value trap? The business is actually solid: • Gen-Z brand with genuine TikTok virality (organic, not paid) • DTC margins 65-70% - best in class for affordable cosmetics • "Affordable luxury" positioning perfect for this economy • International expansion (UK, Canada, Europe) still early innings Why the stock got crushed: • Grew 50%+ for years - market priced in hypergrowth forever • Now growing 20-30% - still great, but multiple compressed hard • Wholesale deceleration at Target/Walmart is the real concern • Lower-income consumer softness hitting core demographic The key question: Is 67% drawdown a fundamental business problem or a valuation reset on a still-growing brand? Verdict: Business model is intact. The selloff looks like multiple compression on growth deceleration, not business deterioration. At current prices the risk/reward is interesting - but confirm next earnings before touching it.
I suggest ELF CELS and HNST.
Today... BA, PFE, LTC, DG, ELF, GLD, META, ..MU at close
I have generally avoided consumer brands over the years. Started again with a moderately sized positions in a couple of consumer growth stories a few years ago and while I ultimately did well with one, both were ultimately reminders of why I'd stopped. The one I did well with (ELF) is now around 75% below where I sold it. The one I didn't do well with (CELH) bounced and is now below where I sold it. Another name that was a slight position briefly and did okay (BRBR) is now about 90% off from where it was a year ago. Any time a consumer growth story slows even a little, the re-rating is significant. Beyond the issues with investing in consumer brands, nothing against Burry but piling into a LULU turnaround not only faces issues with the turnaround itself but it isn't what the market wants. There are a lot of people who want to be contrrian and maybe they're eventually right but how much have you lost by then, both literally in terms of out of favor investments and opportunity cost? People have to try to navigate the market that is, not the one that they think should be/want it to be/etc.
Studying the market if you’re not already is necessary when it comes to individual stocks. Then getting in early is key. I have made a solid return in the last year but nothing life-changing. Sometimes I think the time I’d trade in for a lower return through simple investing in index funds and ETFs would be a net gain in value. For now I’m sticking mostly to stocks. Right now I’m really into ELF.
Agree with $ELF at these prices with the fundamentals and roadmap js an amazing deal
Right now? CELH, ELF, NVDA, and META are all forecasted to significantly outperform the market over the next 2-4 years. Those are all currently at very attractive buying points at this exact moment, in my opinion. Of course, there’s never a bad time to invest in the S&P500.
ELF. The founder is becoming a Priest.
ELF if you have high conviction in the future of discount makeup.
e.l.f. Beauty (ELF) is undervalued. It's a massive skincare and makeup company. Affordable and cruelty free, and in every Walmart and major retailer in the northern hemisphere. At 52 week lows right now.
my trading acct is mostly long RDW ELF PANW IONQ. Buyer beware
This exactly I don’t know. Probably mostly in cocaine and hookers. In all seriousness I do have a long term portfolio very boring but keeps my trading one afloat lol. My trading main plays are IONQ, RDW, ELF, PANW
Too pricy for me. I should have kept it where it was at. My trading acct rn my main plays are RDW, IONQ, ELF, PANW.
ELF stock. Bottom is in.
Aren’t there like 1,000 different makeup brands? Why does everyone just think ELF is a monopoly or something. Saturated aah industry.
Did you full port into $ELF?
Yessss I went hard on ELF calls. Fk you all!
Everyone should watch what I comment and inverse literally everything. I made tiny gains on TGT puts, but otherwise every trade I touch dies. I had a strangle on ELF because it was supposed to be pretty high movement after earnings and this shit is flatter than my ex
ELF should've tanked, but whatever. Options pinned....
ELF should've died, but I do have a little satisfaction from that drop after the initial pump.
Very cool $ELF. Fucking retarded ass market
No excitement for retail $ELF - dropping.
Me with my 10 shares of ELF... A win is a win!!??
ELF can’t decide up or down
Bostick, idc about ELF earnings! Give me the Jensen files!!!
Why would you buy ELF when u could buy tech
Sold some $ELF puts before close for fun because I made so much today 🤑
lol some institution didn’t want to wait til ELF earnings
wtf ELF I’m fucked even before the earnings are declared 🤬🤬🤬🤬
30 mins from now is the most important moment in all of mankind. more important than your kids, your spouses, your baby mamas, baby dadas, your health, your whole fn existence. THIS IS IT. THIS WILL DETERMINE WHETHER THE WORLD WILL EVEN EXIST TOMORROW. ELF IS REPORTING EARNINGS GDMNIT!
ELF calls for a yolo if you want
Yes NVDA earnings today, but is anyone playing ELF?
ELF to the moon today...
Loading up on ELF calls. Yay or nay??
ELF looks destroyed. It’ll either be a slow melt or a surprise beat & pop imo.
Anyone playing ELF? Supposed to be high IV, I'm thinking stangle cause I have no idea which way
Buy ELF easy earnings play, thank me later
ADI, INTU, DE, ELF shares