MNST - Monster Beverage Corporation

Cited as an example of a simple, understandable business that generates significant cash flow and revenue

Cited as an example of a simple, easy-to-understand business model that could be pitched to a 10-year-old child in under 2 minutes

Long-term holding.

Leader in energy drinks, clean balance sheet, recurring demand, up 56,000% since inception, YTD up 11%.

Cult-like following and strong customer loyalty; positive long-term view.

Part of century portfolio; long-term holding

Listed as a potential century stock but not an active recommendation.

Dominant energy drink brand with global distribution via Coca-Cola partnership across 200+ countries, clean balance sheet with $2.6B cash and little to no debt, strong operating margins, pricing power to raise prices without losing customers, and consistent double-digit returns. Host has owned the stock for a long time.

Listed as one of Joe's long-term bullish positions. Solid stock that he really likes for the long term (years).