Oct. 3 at 7:38 PM
$EBS Interesting take, but I don’t think this fits the Trump investment trend. A few reasons:
– Trump hasn’t backed many health-related plays, especially not ones tied to vaccines, which EBS is obviously involved with.
– On opioids, Trump is choosing to focus on border/drug crackdowns, not treatment or prevention like Narcan.
– The
$50M buyback sounds good from a PR standpoint, but actual execution has been weak and lacking transparency — mostly optics.
– The 20% short interest sounds exciting, but short squeezes need a strong catalyst, which is unfortunately absent at this present time.
– INTC and USAR are forward-looking investments. Not all "national security" companies are treated equally and EBS just isn’t in the same league right now.
There are valid reasons to be bullish on this stock, many of which you’ve highlighted, but banking on, or even entertaining the idea of an investment from this administration is misguided at best and delusional at worst.
