Spencer Cibelli

Investment Associate at Robotti & Company

[Spencer Cibelli @SpencerCibelli]

Thanks to @BillBrewsterTBB for having me on the podcast to share my thoughts on $HAYPP Group - the world's largest online retailer of nicotine pouches.

https://t.co/OO8aThZLIF

[Bill Brewster @BillBrewsterTBB]

Good episode today on Haypp. Thank you to Spencer Cibelli for joining the show.

This is one I should have owned for a while. And still probably should!

+13% today on Zyn! news.

Worth a listen (links below)

[Bob Robotti @BobRobotti]

Isaac Schwartz and @SpencerCibelli recently spoke with @PhilipvanDoorn of MarketWatch about why we believe Poland remains one of the more compelling and overlooked equity markets globally.

Polish equities have performed strongly in recent years, yet valuations remain at a substantial discount to the S&P 500 and other developed markets. We discussed the country’s strong economic growth, an increasingly shareholder-friendly corporate environment, and why Poland’s recent upgrade to developed-market status could help broaden the investor base over time.

We also highlighted some of the individual companies and sectors where we’re finding opportunities, and why we believe a bottom-up approach remains particularly well suited to a market that is still relatively underfollowed by international investors.

Thank you to Philip for taking the time to speak with us and for including our perspective.

Read the full MarketWatch article below:

https://t.co/oRQkpvOa2c

[Bob Robotti @BobRobotti]

Check out Robotti & Company analyst, Spencer Cibelli, talking about our investment in $HAYPP Group, the world’s largest online retailer of nicotine pouches, and why the business is so unique.

Listen Here: https://t.co/PjHRKD6Aoa
Watch Here:https://t.co/c6oNWhMsN8

[Bill Brewster @BillBrewsterTBB]

Good episode today on Haypp. Thank you to Spencer Cibelli for joining the show.

This is one I should have owned for a while. And still probably should!

+13% today on Zyn! news.

Worth a listen (links below)

[Spencer Cibelli @SpencerCibelli]

@finnews15 @JonCukierwar @BerkelKip @ElementaryValue send me an email [email protected]!

[Chit Chat Stocks @chitchatstocks]

@DevinLaSarre Great piece, as always

For anyone who has gotten more interest in $HAYPP after reading this article, here is a podcast we did w/ @SpencerCibelli in 2023 on the company!

https://t.co/4WoR2JVumh

[Spencer Cibelli @SpencerCibelli]

@chcap2016 Thank you Chris!

[Spencer Cibelli @SpencerCibelli]

Thank you @chitchatmoney for having me on the podcast again. Loved sharing my thoughts on the global nicotine pouch industry and the role reduced risk products will play in the future

[Chit Chat Stocks @chitchatstocks]

Haypp Group: A New Way To Play The Nicotine Pouch Trend? W/ @SpencerCibelli

- Leading e-comm sites for nicotine purchases
- Why do they have a unique moat?
- Can the nicotine pouch wave continue?
- Why the stock is cheap

Listen wherever you get your podcasts!

YouTube: https://t.co/bwPNZqi3dr

Spotify: https://t.co/dv0v2mvAOB

Apple: https://t.co/T5a2vBhKY7

[Chit Chat Stocks @chitchatstocks]

🚨Tentative interview schedule through the end of the year 🚨

This Wednesday: @NewsLambert on the state of the housing market

Next week: @SpencerCibelli on Haypp Group, a new way to bet on the nicotine pouch space $HAYPP 👀

12/7: @Invesquotes and @SleepwellCap give an overview of the luxury market

12/14: @paulcerro on $RH

12/21: @Jeremy_Deal on $SPOT

Subscribe on Apple, Spotify, YouTube, or wherever you get your podcasts!

[Chit Chat Stocks @chitchatstocks]

Deep Dive: Playway $PLW w/ Spencer Cibelli

- Polish gaming publisher/investor
- market cap $420 million div yield 4.5%
- 65% operating margins
- What has made them so successful?

Spotify➡️https://t.co/VZcv9UrmPy
Apple➡️https://t.co/TNAEJnpOqe

[Spencer Cibelli @SpencerCibelli]

@CCM_Brett at a ~2bn valuation CD Projekt here would be perfect for them

[Spencer Cibelli @SpencerCibelli]

@Capital1Coaches @Larryjamieson_ yes

[Spencer Cibelli @SpencerCibelli]

@Capital1Coaches @Larryjamieson_ interactive brokers. we can buy it as well

[Spencer Cibelli @SpencerCibelli]

@kab604 @Larryjamieson_ Definitely looks cheap, esp if it can start growing again

[Spencer Cibelli @SpencerCibelli]

@kab604 @Larryjamieson_ Think growth comes inorganically. Company has $140mm USD in cash and can consolidate smaller exchanges in the region. Believe they were going to buy Vienna but the deal fell through. Recently bought a majority stake in the Armenian exchange which is tiny but emblematic of strat

[Spencer Cibelli @SpencerCibelli]

@kab604 @Larryjamieson_ For example derivatives market is growing quickly, added a new agriculture trading market and in general attract more foreign capital and trading.