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Added to YB: 2025-02-03

Pitch date: 2025-01-30

TPB [bullish]

Turning Point Brands, Inc.

+68.6%

current return

Author Info

No bio for this author

Company Info

Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products in the United States and Canada.

Market Cap

$2.0B

Pitch Price

$62.49

Price Target

N/A

Dividend

0.29%

EV/EBITDA

18.08

P/E

173.10

EV/Sales

4.73

Sector

Tobacco

Category

growth

Show full summary:
Maran Partners Fund Portfolio Holding: Turning Point Brands, Inc.

TPB: Strong 2024 performer, up 140%+ from spring entry. Thesis: 1) Stoker's share gains & pricing power 2) Zig Zag benefits from cannabis legalization 3) White pouch nicotine growth potential (FRE & ALP JV w/ Tucker Carlson). Early data on white pouch brands promising, offering upside asymmetry.

Read full article (1 min)