Faust

Never seen such a negative reaction to a buyback program on a 40% NAV discount, I’m tempted to enter $DEF.de again. »I'd still steer clear of that company.« »So, which investor wants to cash out?« »A classic value trap :)« »Are you running out of ideas, or do you need money?«

Wait, increasingly diverse demographics don’t lead to Utopia, but more ethnic conflicts? /s No better time to be long law enforcement tech, $SPCB offender tracking & $CLBT digital forensics.

Reddit post $TPB “Fre Mint 15mg now come with razor fragments So this was a little bit of a shock to me. I’m about 3/4 of the way done with this can when I see this shiny metal piece poking out from underneath the pouch. After closer investigation it turns out to be a tip of a razor blade embedded in a pouch. What the actual fuck. I’ve already contacted turning point and they gave me a number to call in the morning.”

Deep value payment guys win $GPN

Republican candidate for Governor of California campaigning for flavored nicotine pouches. Although no chance of winning, really shows you the significance of the category, when campaigners identify it as a topic that moves voters. Also interesting to see $TPB’s FRE with unusually high shelf space, ALP also present. (However all unflavored)

No amount of funneled user traffic can sustainably guarantee for a shitty platform to succeed $RDDT

Guys, I’m sure it’s the real Druckenmiller, going around replying to engagement slop with Gen Z lingo

Who needs AI when you could’ve bought the UK’s #1 dining brand $GRG.L on: - peak investment cycle - depressed valuation - unfounded cannibalization fears (Took profits slightly too early 🙃)

Sold the top after the first round of the presidential election, now that $INTR round tripped, I’m slowly building the position up again.

And you’re bearish on the AI trade?

LULA WON IN BRAZIL Don’t know anyone else who played the Brazil election trade that well. Bought before the crowd w/ Bolsonaro doing better than expected in the first round and sold into the euphoria regardless of outcome.

The amount of bot spam and scams posted on the $CLBT ticker is astonishing, I think blocked over 50 fake accounts by now just to read the organic discussion around the company

FDA announced four new voting members of the Tobacco Products Scientific Advisory Committee: - Kim Murray, longtime tobacco harm reduction advocate, former vape shop owner, co-founder of the Safer Nicotine Wiki, mentioned nicotine pouches positively for harm reduction - Holger Behrsing (PhD): Respiratory toxicologist comparing cigarette smoke vs. next-gen aerosols, focuses on comparative toxicity from non-combustibles, risk-comparison oriented - Margaret Nolan (MD): Focus on preventive medicine, chronic disease, and tobacco harm reduction, FDA explicitly groups her expertise with harm reduction - Andrew Strasser (PhD): Traditional tobacco regulatory scientist, works on smoking behavior, biomarkers, risk perceptions, advertising effects, and low-nicotine products The market thinks it’s positive for $TPB

Very logical dynamic, state incompetence gets outsourced to the private sector. My pick is $SPCB Prison overcrowding + tight budgets → house arrest has no limits + is ~4-10x cheaper, very long growth runway

Never go full retard. When his portfolio ticked down to $7M, half of Fintwit begged him to take the money and run. The buy and hold forever mindset poisoned so many investors.

$SPCB added two new contracts in Texas, they now displaced incumbents five times in the state, this should accelerate with the balance sheet cleaned up & the track record buildup, making it an evermore attractive pick for agencies (besides having the superior product ofc)

Rumors about a $RMV.L takeover offer floating around, apparently a buyer backed by a Gulf investment company (unverified/no sources though)