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Will Fat People Stay Fat...?
Porter's Journal Issue #15, Volume #2
Porter Stansberry
February 07, 2025
Hershey Report: No Signs Of Skinny People
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A dear, paid-up subscriber let me have it recently.
You’re saying the majority of weight-loss drug users are going to keep eating as much as before despite the drug’s effectiveness to curb their appetite? I don’t think that’s the idea of it at all… The Novo Nordisk (NVO) stock price appreciation the past year or two is on expectations of the weight-loss drugs selling more and more. If that expectation holds true, then people are going to get those shots and eat less – and hurt sales at Hershey (HSY). If those expectations don’t play out because people don’t want to take drugs that basically force them to not enjoy overeating, then HSY won’t feel any impact but the stock of NVO will fall back to the pre weight loss story price… why are we invested in NVO?”
[Note: Novo Nordisk was added to The Big Secret on Wall Street portfolio on October 28, 2022, and the shares are up 69% since then.]
I don’t go “into the wild” much anymore.
I have done a lot of traveling in my life. I’ve been to virtually every state in the nation and every country in the Western hemisphere. And I’ve lived, at least for a while, in several foreign countries: Italy, France, Argentina, and Nicaragua.
Now, in my fifties with three children (and I hope more on the way), I’m very content to spend all of my time at home, at my farm in Maryland. I’ve built offices in my tractor barn, so I can simply walk, with my best pal Mr. Scouts, to work.
And, thanks to the miracle of Instacart (CART), I basically never have to leave my farm. But, when I do venture out, I’ve noticed: nobody looks any healthier than they did before.