Value Investigator (@modernvalueinvesting): "Weightwatchers now at a market cap of $120m, with: • $160m cash • $110m adj. EBITDA guidance for 2026 • some 80% growth in its GLP-1 business GLP-1 transition couldn’t be any better as Novo Nordisk is going all in on telehealth distribution, with $WW best in class. Market p…"

Weightwatchers now at a market cap of $120m, with:

• $160m cash

• $110m adj. EBITDA guidance for 2026

• some 80% growth in its GLP-1 business

GLP-1 transition couldn’t be any better as Novo Nordisk is going all in on telehealth distribution, with $WW best in class.

Market prices this like the option value of a bankrupt equity.

Apr 6

4:56 PM