We have developed a list of stocks we call novelty stocks which are stocks generally under $5 that just aren't going anywhere. They will not make money but their products are fun #fomo for example we just added Krispy Kreme $DNUT to the list after disappointing earnings. The products are great and a lot of fun to share on social media but the stock and company are just not making it. At this point we suggest Restaurant Brands $QSR / Tim Horton's step in and do a deal to put $DNUT out of its misery. It's the humane thing to do. Tim Horton's is in about 15 states in the US while $DNUT is in 45 states. What an immediate expansion for dual locations. $QSR get easily get $DNUT for well under $1 billion so it makes sense to us.
Thursday, May 8, 2025
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