An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)

Chit Chat Stocks · Jan 7, 2026 · 1h 1m

On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:

(00:00) Introduction

(03:58) Exploring Turning Point Brands: Company Overview

(07:46) The Shift to Nicotine Pouches: Market Trends

(09:28) High-Level Thesis: The Super Trend of Nicotine Pouches

(13:56) Brand Strategies: FRE vs. ALP

(16:44) Nearshoring Manufacturing: Impacts on Profitability

(22:03) Brand Loyalty and Market Dynamics

(25:51) The Zyn Shortage: Implications for…