Cliff Note #97

The GLP-1 Stock No One Is Talking About… YET…

Themes:

GARP - Hot Trends - No Longer A Value Trap - Flags A Powerful Multibagger Marker 

Elevator Pitch:

We have been on the fence about adding Cliff Note #97 to our MS Microcap Quality Index (MSMqi) for a while. Even though we think the company embodies many of our 10-point quality markers, aside from operating leverage, the company has not been hitting enough of our top multi-bagger markers, which is what is required to be added to the MSMqi. And we take these markers very seriously since they are important in creating short and long-term momentum in stock prices.  One of those multi-bagger markers is…

… and this stock just flagged it, possibly in a huge way. What’s even better is that you can’t find anyone talking about the marker anywhere on social media, even X. Since this is a stock, I covered for years at GeoInvesting, well before we launched MS Cliff Notes, we are going to publish this cliff note, borrowing recent research from GEO. This will be the quickest way to convey our thoughts. 

We basically found information hidden in a video message by the CEO that this company is going to launch a “game changing” GLP-1 weight loss product in October to revive growth. Shares trade at a P/E of only 11x on 2025 EPS estimates. We think there is a good chance that the P/E will start trending to the 15x to 25x range once the company becomes more public about its new GLP-1 products and EPS growth accelerates.