Entry54.87→Now55.64
TPB is a mispriced nicotine-pouch growth story. Open original source
TPB Turning Point Brands, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Source
14:59
Oct 01
Oct 01
Yet Another Value Podcast
TPB is a mispriced nicotine-pouch growth story.
Turning Point Brands is George's highest-conviction idea because it owns a valuable legacy Zig-Zag/Stoker's business and has become a scaled nicotine-pouch platform with FRE and ALP already about 48% of revenue. TPB is the best-positioned third player behind ZYN and Velo in a fast-growing category; PMTA regulation shuts out VC-backed upstarts, convenience stores want a third brand, TPB has a growing sales force and flexible promotion, and ALP/FRE are underappreciated within the roughly $60 stock. He calls it the best idea of his career and sees a path to a $1,000 stock by 2030.
TPB
Turning Point Brands, Inc.
Long
1ST
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About TPB Investor Commentary
Across the available history and selected sources, Buzzberg tracks TPB (Turning Point Brands, Inc.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: George Baxter.