This guy is the co-founder of M2M Capital.

This guy is the co-founder of M2M Capital. He's also the former head of quant research at Deutsche Bank and he's a former portfolio manager at Blackrock. His name's Ronnie Shah and he just went all in on this one weight loss stock and it's not what you think. It's not Novo Nordisk, it's not Eli Lilly, it's not even a company that makes weight loss drugs. It's the company that makes the tiny rubber part inside the pen that these drugs come in. So the company's called West Pharmaceutical, ticker WST. They make the stoppers, the seals, and the actual delivery devices for these injectable drugs. In the last quarter they pulled in $845 million. That's up 21% from last year. 10% of that was just from the parts going into GLP-1 pens. Here's the part that got my attention though. So there's this new set of European rules called Annex 1 and what it's designed to do is to stop contamination in injectable drugs. So drug makers are having to move away from the cheaper older components and switch to higher spec ones, the kind that only a handful of companies actually make. West Pharmaceuticals is one of them. On their last earnings call their CEO said that there are at least 6 billion of these older components out there across the industry that need to be replaced with the compliant version. What's actually wild to me is that this company has been around since 1923, which means for over 100 years they've been making rubber stoppers basically unnoticed and now suddenly it's just sitting in the middle of the biggest drug trend of the decade. I think what we're actually witnessing is a shift. People are starting to invest in the picks and axes of the GLP-1 industry or for a more contemporary example, the data centers of the GLP-1 industry. But now the smart money is moving one layer down into infrastructure that nobody bothered to take a look at. Follow for more, I dig up plays like this every week.