No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
Comments35
▶ Full Post Text
I'm researching a stock with an interesting setup: two C-suite insiders bought with their own cash, a CEO with $$ stock options (so his incentive is directly tied to the stock price), AND a congressman recently bought a
small position too. The congressman's other picks are also interesting all beaten-down consumer brands. Those are deep dive for another session.
I'm happy to share the full breakdown regardless of which way I lean, but a major part of the thesis depends on something I don't have deep knowledge on: GLP-1 drugs. The stock is down partly because of fears that weekly injections (Ozempic, Wegovy) will replace healthy snacking. But from what I've read, people on GLP-1s actually need more protein because the drugs cause muscle loss alongside fat loss which could mean protein-focused snack brands actually benefit from GLP-1 adoption rather than getting destroyed by it.
I genuinely don't know which way this cuts and would love to hear from people who are more informed on the GLP-1 space.