BRBR Bellring Brands Inc

$BRBR little pep talk. It's scary to know this was over 9 on a Tuesday and under 7.70 on a Thurs, much less losing a quarter the month of Sept. Here are some solid companies that also dumped 20 percent ish in weeks to a month on no new news (except adobe that had a fantastic quarter release): * $CELH A quarter in the 3 weeks ending 9.15 * $ADBE 18 percent the month of Sept * $INTU 20 percent since just 9/15 And before any of you make up some theories about high whey prices being the reason, Glanbia wins off high whey prices, down 17 percent this month. Stay strong, this is the nature of multibaggers, they are never pure up and to the right.

$BRBR all food beverage stocks getting plastered Take out the extreme very ST covid scare, Pepsi is at 7 year low

$BRBR ok time to call bs. I've done nothing for a week going down 14 percent on nothing, 20 percent on a month .. Time to load the boat, other stuff is getting sold off..

$BRBR doubled down on this one.... I mean really 1 billion market cap? and next year 250 million FCF? Is this really happening? Am I missing sth.....

$BRBR we broke the first barrier. Next resistance is around 8.35. If we break it, we might likely see a new uptrend.

$BRBR I've invested in one company in the last 2 years if you want to see my track record( Pinned post). My thesis in that is hasn't even played out 20 percent yet. I haven't felt that way about a company since and I've been feeling the same sensation with this company as i felt back then . Been looking into this for the last 3 days and i see 300 percent upwards potential from in the next 1-2 years.

$BRBR at $7.73: the chart is stretched to the downside, where reversal entries are taken; the average weekly swing is 20.2% of the price, extreme volatility. The 50-day average is below the 200-day, a death cross. Of its five-year range, the price has 0.5% behind it and 99.5% above it. Washed out: a death cross and a price 0.5% up its five-year range. Against an early entry: weekly swings of 20.2% of the price.

$BRBR in the short term we are anything, nothing makes sense ever in this market especially. Long term, if this makes me poor, I'll hold my head high in my Cambodian or phillipines village (won't afford my Medellin penthouse) because this has every marking of a multibagger, it's pocket aces as a starting hand.

$BRBR didn’t think my 7.90 order would get filled but it did! Also I missed the dip to 7.81. Hoping we get another one!

$BRBR $8.17 BUYING, 16.3% of the portfolio Why: The business has held up far better than the price. Over the year the price fell 77% and revenue rose 2%, with gross margin at 28.6% against a 32.5% history: that is the gap being scored. - Valuation: the cash flow model puts fair value 130.3 percent above the price. - Business: returns on capital are high but have been coming down. - Health scores: Piotroski holds at 5 of 9; Beneish M rose from -2.76 to -2.59, clean zone. - Balance sheet: Altman Z 4.60; Altman Z fell from 6.74 to 4.60, safe zone. The market has punished this price: 30 on a scale where 50 is a price that still follows the business. In points: 20 of 40 for the market move, 19 of 20 for the price-to-business gap, 0 of 40 for disagreement inside the statements. Against it: the earnings have lagged the sales.

$BRBR $9.04 BUYING, IN STAGES There is no asset floor under this price: shareholders' equity is below zero at -$467M, and whatever the shares are worth, the cash flow has to carry it. The Altman inputs put the financial structure in the safe zone. That is Altman Z 4.64. WHY IT IS INTERESTING The books: the Beneish M-score is -2.59, clean, Piotroski scores 5 of 9, and the cash backing of earnings is solid. Sizing: 15.6% of the portfolio. Upside 92.9% against downside 22.3% (4.16 to 1), 70% odds the business delivers: the full bet would be 62.3%, a quarter is prudent. WHAT IS STILL WRONG The latest year is weaker than the trend. Revenue grew only 1.6% in the latest year, against growth of 14.5% a year over the last five. Operating income slipped 26.8%, where the five-year trend had been +10.1% a year. Free cash flow slipped 12.1%, where the five-year trend had been +85.0% a year. Pricing power is slipping: gross margin has gone from 35.4% to 28.6%.

$BRBR The downtrend has continued. Got in a little bit too early with my initial position this time.

$BRBR I fully agree with my good friend below 👇. I also mentioned yesterday that either yesterday or today we might see a reversal, and I think today’s price action kind of supported it (dipped super low but bounced back quickly and held up). But only time will tell! Either way, I too think this is multi bagger and all we can do is ignore the noise and buy more shares if we can safely afford it. Good luck to all and have a great weekend!

$BRBR so they have 200 millon fcf per year and go to zero. Interesting. At 2 cts I can buy all shares. Nice.

$BRBR payout watch: Joint Juice's ~$90M settlement over allegedly false joint-health claims started paying out Sept 16 to timely filers, arriving as email check images. Claims closed May 18; checks void Dec 14. Open Class Actions.

$BRBR i only thought it would go up big because they are completely stocked out at my two local grocery stores

$BRBR also some don’t understand that much of market is and has been falling…. Rotation is happening. I was eyeing another stock so I rotated some capital from this one to that one. If you see a better opportunity somewhere else you have to take advantage.

$BRBR lack of liquidity now. Once volume drops off even on a 5 minute bar the MM’s let it drop on low volume. Pain… might see sub $7 soon. We will wake up and someone going to steal entire company for $10 a share.

$BRBR First time hearing about this stock. Have only done a brief look into the basics. Interesting turnaround play. From today's action, bottom could possibly be in. What do you think of the the new CEO raising prices by double digits to get margins back up? And secondly, how big a concern is all the new competition in the space backed by some big name companies, who are selling at cheaper prices?

$BRBR According to AI the Whey price will stabalize in 2027 and go down up to 40 % in 2028.