Stock Talk Newsletter | Ben Brostoff | Substack

Celsius is on sale and Pepsi should buy

Pepsi owns 11% on converted basis and trades at the same multiple

Mar 29 • Ben Brostoff

The Art of Execution, Cizzle and Mount Logan

When new information raises new questions and breaks your thesis

Mar 22 • Ben Brostoff

TWLO - future buyback champion & AI winner at 18x fwd FCF?

Turnaround started in 2023 and SBC, share count, growth potential make it stand out

Mar 8 • Ben Brostoff

Quick thoughts - EWCZ, CIZZLF, MLCI / EIC

A take-private, a more intriguing story and two partial sells

Feb 27 • Ben Brostoff

WSC - early innings of a turnaround

Sandbagged 26' guidance, comments on cycle turning & data center, room for earnings and multiple growth

Feb 22 • Ben Brostoff

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