Professional
Added to YB: 2026-07-06
Pitch date: 2026-07-01
TPB [bullish]
Turning Point Brands, Inc.
-3.54%
current return
Author Info
Komodo Capital shares their favorite risk adjusted ideas in the market today, ranging from micro caps to mega caps. Sign up for the newsletter.
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
$1.7B
Pitch Price
$88.68
Price Target
N/A
Dividend
0.37%
EV/EBITDA
17.59
P/E
29.47
EV/Sales
3.72
Sector
Tobacco
Category
growth
Komodo Capital | 1H 2026 Portfolio Review - Turning Point Brands, Inc.
TPB (new position): New 6.4% position, ~$90 cost basis. Nicotine pouch super cycle play investing heavily in ALP & FRE brands (triple-digit YoY sales growth). Trades ~12x '27 FCF adj for S&M/CapEx. Prior FDA commissioner stepping down de-risks thesis. Main risk: Tucker Carlson key-man risk in political FDA.
Read full article (1 min)