Home Stock Ideas Long Ideas Consumer Staples Analysis Summary Oddity's 2025 base still looks strong, but Q1 will test my ad reset contrarian thesis. The real issue is whether Try Before You Buy can still scale through paid social. Fortunately, they have a relatively liquid balance sheet, and the increased buyback could help support their stock price going forward. The market has already been warned about weak Q1 figures, so the real focus is on Q2 and the second-half outlook. Overall, I still think their valuation is too cheap relative to what we know so far about their advertising risk exposure. As such, I lean bullish at these levels. Svetlana Ustinova/iStock via Getty Images Oddity Tech Ltd. ( ODD ) is a technology platform dedicated to beauty, wellness, and dermatology services for consumers.…