Bean's Brilliant Buys: Stocks That Spark Joy (and Maybe a Profit!)

Tick Tock Time for Stocks!

Right so I found this… paper. All about ‘stocks.’ Sounds like something you’d put in a stew doesn’t it? But apparently it’s about… money! And making MORE money! Like finding a tenner down the back of the sofa only… trickier. Morgan Stanley (Sounds posh doesn't it?) says some companies are quote 'compelling'. Like a good cup of tea! Or a nice sandwich. They like Chewy (Do they sell chewy sweets? I hope so!).

Chewy: A Pet tastic Investment?

Chewy they say is top notch! Apparently they're opening vet clinics. Like going to see Teddy’s doctor! They are planning on getting a 2.5x to 5.0x ROI per clinic. It's a 'underpriced call option on an already compelling story'. Now I’m no expert but if Teddy gets sick I want the best. Maybe I should buy some Chewy…for Teddy's future operations.

Ulta Beauty: Pretty Penny?

Then there's Ulta Beauty. Hmm beauty? Like getting a new tie? They say things are looking up for them. Something about ‘industry forecasts’ and ‘market share gains’. Sounds like winning the lottery! Or at least finding a fiver. “We think there is upside as ULTA sustains its momentum in share gains,” the analyst said.

Coupang: Korean Capers?

Coupang! It’s Korean! Like when I tried to make sushi remember that disaster? Apparently they are doing very well! 'No stopping the Product Commerce flywheel in Korea,' says this Park fellow. They are also insulated from any tariff risk. I don't know what that means but they sound like they know what they are talking about!

Chart Industries: A Gas?

Chart Industries. Sounds like making charts. Like when I made a chart to record my daily naps. Apparently they're merging with Flowserve. The bank named the stock a new top pick. Daniel Kutz seems to think it is worth a double down. Sounds like a great idea especially if you are looking at that sweet sweet profit!

NuBank: Numbers and Brass

Finally there's NuBank in Brazil! 'NU will reach 10% market share in payroll loans by the end of 2026.' I wonder if I should invest? All these numbers are making my head spin! I better go make a cup of tea and think about this Teddy seems tired too. Time for a nap!