Chit Chat Stocks podcast

An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)

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On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:


(00:00) Introduction

(03:58) Exploring Turning Point Brands: Company Overview

(07:46) The Shift to Nicotine Pouches: Market Trends

(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches

(13:56) Brand Strategies: FRE vs. ALP

(16:44) Nearshoring Manufacturing: Impacts on Profitability

(22:03) Brand Loyalty and Market Dynamics

(25:51) The Zyn Shortage: Implications for Brand Loyalty

(29:52) Market Dynamics and Brand Loyalty

(35:02) Valuation Insights and Growth Projections

(39:53) Risks and Challenges in the Nicotine Market

(44:23) Comparative Analysis: Pouches vs. Vaping

(51:16) Investment Strategy of Fraxinus Capital Management


Contact Capital Mindset: https://x.com/capital_mindset



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