Emily Flippen

I'll just let that one run.

I really, really hate this question.

I don't want to put puts on any of these companies, to be very, very clear.

I've been sitting here the entire time John's talking and just heavily debating with myself.

The one that I feel very confident on is, I want to go long, so I guess by calls here on Dollar General.

This is

actually maybe a little counterintuitive.

I think Dollar General is set up really well here over the next three to five years.

And the only reason Dollar General is actually in my portfolio is back during the old Motley Fool Industry Focus podcast.

Asit Sharma and I had a couple of baskets going on and Dollar General was one of our baskets.

And the business has struggled recently, but I actually think the discount grocer game right now is rising in relevancy.

I actually think I might be

buying puts on Celsius.

And I'll go neutral on Monster.

And the reason I'm doing that is because while I do feel like I was broadly wrong about my concerns around the Alani new acquisition, which I felt like Celsius was effectively just acquiring their own customer base.

which I thought was potentially a waste of money.

I will say, I think I really undersold just how much market share Alani knew had gained.

I think they ultimately end up potentially writing down part of that acquisition.

The energy drink game right now has been incredibly fatty.

I follow it as part of the Dutch Bros industry.