New World Perspective

New World Perspective

Share this post

New World Perspective
New World Perspective
Cheap Drinks?
Copy link
Facebook
Email
Notes
More
Deep Dives

Cheap Drinks?

With this drinks company's share price dropping over 60% since the beginning of 2022, is now a good chance to grab a high-margin, high-growth company while it's on sale?

New World Perspective's avatar
New World Perspective
Oct 29, 2022
∙ Paid

Share this post

New World Perspective
New World Perspective
Cheap Drinks?
Copy link
Facebook
Email
Notes
More
Share

As a frequent consumer of this brands drinks for years, I've kept my eye on the company for years, a long-time user, but now a first-time shareholder.

This drinks company has a lot going for it including high margins historically, high return on capital and an asset-light business model similar to Coca-Cola and Monster Energy.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 New World Perspective
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More