@DevinLaSarre Devin LaSarreDevin LaSarre posts on X about $pm, $bti, $mo, $imbby the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 78.22% cryptocurrencies 49.5% finance 1.98% technology brands 0.99%
Social topic influence $pm #4, $bti #3, $mo #8, $imbby #1, $stg #2, $haypp #1, $log 15.84%, british american tobacco 13.86%, $batsl 8.91%, $otis 2.97%
Top accounts mentioned or mentioned by @rhunterh @richardersted @davidkilli99638 @eighttrack180 @lhamtil @adrianve1dt @billbrewstertbb
Top assets mentioned Philip Morris International Inc. (PM) British American Tobacco (BTI) Altria Group Inc (MO) Stargate Finance (STG) Otis Worldwide Corp (OTIS) Savers Value Village, Inc. (SVV) Intercontinental Exchange Inc (ICE) Decentral Games ICE (ICE) Reynolds Consumer Products Inc. (REYN) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) Metadium (META) Basic Attention (BAT)
Top posts by engagements in the last [--] hours
"Newest out. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG"
X Link 2024-02-25T15:08Z [----] followers, 124.5K engagements
"New piece out on S u b s t a c k. British American Tobacco: A Great Divergence $BTI $BATS.L $PM $MO"
X Link 2023-05-21T09:09Z [----] followers, 81.3K engagements
"Newest piece out. British American Tobacco: Toward a Powerful Inflection $BTI $BATS.L $PM $MO"
X Link 2023-07-30T11:24Z [----] followers, 88.9K engagements
"Newest out. Altria: Executing Where It Counts $MO $PM $BTI"
X Link 2023-08-06T11:40Z [----] followers, 15.4K engagements
"Newest out. Imperial Brands: A Plus With Cs $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"
X Link 2025-10-12T12:56Z [----] followers, [----] engagements
"Newest out. Edgar M. Cullman's Brilliance The End $STG $PM $BTI $IMBBY $MO $HAYPP"
X Link 2026-01-25T17:16Z [----] followers, [----] engagements
"Newest out Foreshocks - U.S. nicotine pouch market update $HAYPP $PM $BTI $MO $IMBBY $STG"
X Link 2025-12-21T13:50Z [----] followers, [----] engagements
"Newest out. Altria: Ins and Outs $MO $PM $BTI $IMBBY $STG $HAYPP"
X Link 2026-02-01T16:46Z [----] followers, [----] engagements
"Newest out. Philip Morris International: Unending $PM $BTI $IMBBY $MO $STG $HAYPP"
X Link 2026-02-08T17:19Z [----] followers, [----] engagements
"Newest out. British American Tobacco: Flexible $BTI $PM $IMBBY $MO $STG $HAYPP"
X Link 2026-02-15T14:56Z [----] followers, [----] engagements
"1. 630k active consumers is referencing the entire business for Q4'25. The number you're citing is the FY'25 Growth Markets active consumers. [--]. You're looking at the retention rate improving in a Q and comparing it to the change in consumers over the Y. [--]. You're comparing Q4'25 NP volumes in those two countries vs net sales of the segment for the FY. https://twitter.com/i/web/status/2023180109625131474 https://twitter.com/i/web/status/2023180109625131474"
X Link 2026-02-15T23:38Z [----] followers, [---] engagements
"We are entering the New Era of Nicotine. Sitting at the forefront of this pivotal shift are [--] companies Philip Morris International and British American Tobacco. Full-year analysis and valuation. $PM $BTI $MO https://open.substack.com/pub/invariant/p/philip-morris-international-and-britishr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/philip-morris-international-and-britishr=1i3d9i&utm_campaign=post&utm_medium=web"
X Link 2023-02-12T10:47Z [----] followers, 82K engagements
"@rhunterh Dude sees positive EV off a single round of Russian Roulette so he pulls the trigger [--] times. Brilliant"
X Link 2023-02-15T00:15Z [----] followers, [----] engagements
"Otis continues its transformation into a highly-profitable service-focused business with a flywheel that can create substantial long-term value. Full-year analysis and valuation. $OTIS https://open.substack.com/pub/invariant/p/otis-flywheel-growthr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/otis-flywheel-growthr=1i3d9i&utm_campaign=post&utm_medium=web"
X Link 2023-02-19T12:44Z [----] followers, [----] engagements
"Altria's investment track record is better than you think. $MO https://open.substack.com/pub/invariant/p/altrias-investment-historyr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/altrias-investment-historyr=1i3d9i&utm_campaign=post&utm_medium=web"
X Link 2023-03-05T10:34Z [----] followers, 25.5K engagements
"Some distilled thoughts on what actually matters for Altria $MO $PM $BTI https://open.substack.com/pub/invariant/p/altria-investor-day-2023r=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/altria-investor-day-2023r=1i3d9i&utm_campaign=post&utm_medium=web"
X Link 2023-03-26T14:01Z [----] followers, 13.1K engagements
"United-Guardian is a very weird very profitable nanocap. $UG"
X Link 2023-04-09T08:20Z [----] followers, 40K engagements
"New piece out on S u b s t a c k. On almost every level Q1 [----] results show Philip Morris International under pressure. Yet I dont think there has been a period in which the company has been better positioned than now. $PM $BTI $MO"
X Link 2023-04-23T12:05Z [----] followers, 60K engagements
"Who else is excited to see $MO get cast into the depths of hell tomorrow"
X Link 2023-04-26T22:08Z [----] followers, 34.2K engagements
"Just published on S u b s t a c k. Altria continues to take one more step across the tightrope balancing its operations against a myriad of challenges. $MO $PM $BTI"
X Link 2023-04-30T11:29Z [----] followers, 42.3K engagements
"New piece out on S u b s t a c k. The Real Story of Buffett Berkshire and Tobacco $BRK $BRKA $BRKB $MO $PM $BTI"
X Link 2023-05-14T10:02Z [----] followers, 65.2K engagements
"New piece out on S u b s t a c k. Meta: The Foundation $META"
X Link 2023-05-28T10:04Z [----] followers, 11.5K engagements
"Bigger crackdown incoming $MO $BTI $BATS.L $PM Today FDA issued warning letters to [--] retailers including one distributor for illegally selling unauthorized tobacco products specifically various types of Puff and Hyde disposable e-cigarettes. https://t.co/zmRbt9Rc5X https://t.co/J99AeJ3i6d Today FDA issued warning letters to [--] retailers including one distributor for illegally selling unauthorized tobacco products specifically various types of Puff and Hyde disposable e-cigarettes. https://t.co/zmRbt9Rc5X https://t.co/J99AeJ3i6d"
X Link 2023-05-31T15:30Z [----] followers, [----] engagements
"Some interesting excerpts from British American Tobacco's H1 Pre-Close Conference Call covering what's been front of mind for many investors. $BTI $BATS.L On rationalizing pausing buybacks and prioritizing deleveraging:"
X Link 2023-06-06T16:30Z [----] followers, 13.5K engagements
"Newest piece out. Writing for the Long Run. Invariant is crossing [----] subscribers at the 1-year mark"
X Link 2023-06-11T09:52Z [----] followers, 36.7K engagements
"The Perils of ESG"
X Link 2023-06-18T12:32Z [----] followers, 29.4K engagements
"Newest piece out. Second-Hand Retail: A First-Class Market $WINA $SVV"
X Link 2023-06-25T10:03Z [----] followers, 40.5K engagements
"The worst hand in poker is the second-best hand. Thinking about this often. h/t @rhunterh"
X Link 2023-06-29T13:07Z [----] followers, 43K engagements
"Newest piece out. Scandinavian Tobacco Group: The Artisanal Serial Acquirer"
X Link 2023-07-02T10:46Z [----] followers, 43.5K engagements
"$PM Cigarette + HTU Total Shipment Volumes (Q2 [----] +3.3% y/y). Looking pretty likely [----] will be 3rd consecutive year of + vols"
X Link 2023-07-20T17:57Z [----] followers, 32.3K engagements
"$PM ZYN US Shipment Volumes (Q2 [----] +53.1% y/y TTM +43.8% y/y). Absolutely ripping. $PM Cigarette + HTU Total Shipment Volumes (Q2 [----] +3.3% y/y). Looking pretty likely [----] will be 3rd consecutive year of + vols. https://t.co/BlOHGMhG42 $PM Cigarette + HTU Total Shipment Volumes (Q2 [----] +3.3% y/y). Looking pretty likely [----] will be 3rd consecutive year of + vols. https://t.co/BlOHGMhG42"
X Link 2023-07-20T17:57Z [----] followers, 41.8K engagements
"What are the odds $PM re-rates to be in line with (or even higher than) other top FMCG brands CFO's comments in June at the DB conference:"
X Link 2023-07-21T23:59Z [----] followers, [----] engagements
"$BTI $BATS.L Non-Combustible Consumers comprised of Traditional Oral and New Categories. Newest piece out. British American Tobacco: Toward a Powerful Inflection $BTI $BATS.L $PM $MO https://t.co/mn5GdZZ2Ju Newest piece out. British American Tobacco: Toward a Powerful Inflection $BTI $BATS.L $PM $MO https://t.co/mn5GdZZ2Ju"
X Link 2023-07-30T12:17Z [----] followers, 11.9K engagements
"$BTI $BATS.L New Category Revenues"
X Link 2023-07-30T12:18Z [----] followers, [----] engagements
"$BTI $BATS.L New Categories have steadily grown as a percentage of total. $BTI $BATS.L New Category Revenues https://t.co/5opEJZEzgg $BTI $BATS.L New Category Revenues https://t.co/5opEJZEzgg"
X Link 2023-07-30T12:18Z [----] followers, 12.4K engagements
"$BTI $BATS.L Despite combustible volume weakness pricing and brand management have allowed the company to produce substantial value continue to deleverage and return substantial sums of capital to shareholders while aggressively reinvesting into all [--] of its new categories. $BTI $BATS.L New Categories have steadily grown as a percentage of total. https://t.co/wMwvU5TWCb $BTI $BATS.L New Categories have steadily grown as a percentage of total. https://t.co/wMwvU5TWCb"
X Link 2023-07-30T12:21Z [----] followers, [----] engagements
"OTIS: The Next Phase $OTIS"
X Link 2023-08-20T11:51Z [----] followers, 10.6K engagements
"Newest out. Intercontinental Exchange: The Green Light $ICE $BKI $CSU"
X Link 2023-08-27T11:39Z [----] followers, [----] engagements
"Newest out: Scandinavian Tobacco Group: Liberation $STG $MO $BTI $PM"
X Link 2023-09-10T11:30Z [----] followers, 18.5K engagements
"Newest out. Savers Value Village: Cracking the Thrift Code $SVV https://twitter.com/i/web/status/1703376255167435133 https://twitter.com/i/web/status/1703376255167435133"
X Link 2023-09-17T11:52Z [----] followers, [----] engagements
"Newest out. Imperial Brands: Looking Through the Noise $IMBBY $MO $PM $BTI"
X Link 2023-10-08T11:42Z [----] followers, 16.6K engagements
"Give a man a fish and you feed him for a day. Teach a man to fish and he'll feed himself for a lifetime. Give a man the [----] Moody's Industrials Manual and he will truly overwhelm you with obscure data points and esoteric insights. My new purchase is freaking massive. https://t.co/BVa43wTILW My new purchase is freaking massive. https://t.co/BVa43wTILW"
X Link 2023-10-15T00:51Z [----] followers, 14.7K engagements
"Newest out. Logista: The Distribution Pillar of Imperial Brands $IMBBY $MO $PM $BTI"
X Link 2023-10-15T11:43Z [----] followers, 23.1K engagements
"Newest out. Altria: Recalibration $MO $PM $BTI $IMBBY"
X Link 2023-10-29T12:06Z [----] followers, 30K engagements
"Newest out. Savers Value Village: Clearance Rack Q3 update on North America's most-hated and most-loved thrift store operator. $SVV https://twitter.com/i/web/status/1723692020068168034 https://twitter.com/i/web/status/1723692020068168034"
X Link 2023-11-12T13:19Z [----] followers, [----] engagements
"Newest out. Scandinavian Tobacco Group: Pockets $STG $MO $BTI $PM $IMBBY"
X Link 2023-11-26T12:07Z [----] followers, 18.1K engagements
"Newest out. British American Tobacco: Identity Crisis $BTI $BATS.L $MO $PM $IMBBY $STG"
X Link 2023-12-10T12:40Z [----] followers, 28.1K engagements
"Newest out. The ZYNpocalypse #zyn $PM $MO $BTI $IMBBY $STG"
X Link 2024-01-28T13:12Z [----] followers, 17.8K engagements
"Newest out. Altria: The Great Race $MO $PM $BTI $IMBBY $STG"
X Link 2024-02-04T13:31Z [----] followers, 10.9K engagements
"Newest out. Philip Morris International: More More More $PM $MO $BTI $IMBBY $STG"
X Link 2024-02-11T13:25Z [----] followers, 30.5K engagements
"Newest out. British American Tobacco: Shining Through $BTI $PM $MO $IMBBY $STG"
X Link 2024-02-18T13:18Z [----] followers, 16.4K engagements
"A special thanks goes out to @EightTrack180 and his family. They've been incredibly helpful in mapping out this company. Jason was kind enough to provide some commentary for the piece: Newest out. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/HstgE9YnaY Newest out. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/HstgE9YnaY"
X Link 2024-02-25T15:38Z [----] followers, 13.6K engagements
"Newest out. The Nicotine Arc $MO $PM $BTI $IMBBY $STG $HAYPP"
X Link 2024-03-03T12:23Z [----] followers, 19.7K engagements
"Newest out. Scandinavian Tobacco Group: Across the Board $STG $MO $PM $BTI $IMBBY"
X Link 2024-03-10T12:26Z [----] followers, 14K engagements
"$PM touting #ZYN subscriptions via email. Nicotine as a Service"
X Link 2024-03-19T20:35Z [----] followers, 20.1K engagements
"Newest out. There Aren't Many John Middletons $MO $PM $BTI $IMBBY $STG"
X Link 2024-03-24T13:10Z [----] followers, 16.2K engagements
"Newest out. OTIS: To Go Unnoticed $OTIS"
X Link 2024-03-31T10:52Z [----] followers, 25.8K engagements
"Newest out. Generational Smoking Bans"
X Link 2024-04-21T13:43Z [----] followers, 10.6K engagements
"Newest out. Philip Morris International: Product Position $PM $MO $IMBBY $BAT $STG"
X Link 2024-04-28T12:43Z [----] followers, 13.9K engagements
"Newest out. Altria: Rorschach $MO $PM $IMBBY $BTI $STG"
X Link 2024-05-12T11:48Z [----] followers, 11K engagements
"The ZYN shortage is widespread and may last for months according to Nicokick (Haypp) #ZYNgularity is bc politicians threatened to ban it so ppl are stockpiling spreading the word to create more fans. The Streisand Effect creating lollapalooza profits.has this happened before $PM #ZYNgularity is bc politicians threatened to ban it so ppl are stockpiling spreading the word to create more fans. The Streisand Effect creating lollapalooza profits.has this happened before $PM"
X Link 2024-05-19T11:57Z [----] followers, 20.6K engagements
"Been busy. Got married"
X Link 2024-06-08T13:13Z [----] followers, 14.4K engagements
"Newest out. Intercontinental Exchange: Looking Back $ICE"
X Link 2024-07-07T13:10Z [----] followers, 13.1K engagements
"Newest Out. Defense is Offense"
X Link 2024-07-14T15:03Z [----] followers, 22.9K engagements
"Newest out. Philip Morris International: Follow Through $PM $MO $BTI $IMBBY $STG $HAYPP"
X Link 2024-07-28T12:49Z [----] followers, 16.8K engagements
"Newest out. British American Tobacco: So What $BTI $MO $PM $IMBBY $STG $HAYPP"
X Link 2024-08-04T13:11Z [----] followers, 18.8K engagements
"Newest out. Altria: Back to the Race $MO $PM $BTI $IMBBY $STG $HAYPP"
X Link 2024-08-11T12:51Z [----] followers, 10.6K engagements
"Newest out. Scandinavian Tobacco Group: Aggression Abounds $STG $PM $HAYPP $BTI $IMBBY $MO"
X Link 2024-08-25T12:46Z [----] followers, 11.2K engagements
"Newest out. Nicotine Pouches: The US Front $MO $PM $BTI $IMBBY $HAYPP $STG"
X Link 2024-09-15T13:20Z [----] followers, 12.5K engagements
"Newest out. The Nicotine Anti-Bubble $MO $PM $BTI $IMBBY $STG $HAYPP $LOG"
X Link 2024-09-29T12:54Z [----] followers, [----] engagements
"Newest out. The Curious Case of Karelia"
X Link 2024-10-13T13:16Z [----] followers, [----] engagements
"Newest out. British American Tobacco: Refocused $BTI $MO $PM $IMBBY $STG $HAYPP"
X Link 2024-10-20T14:12Z [----] followers, 12.1K engagements
"Newest out. Philip Morris International: All Fronts $PM $BTI $MO $IMBBY $STG $HAYPP"
X Link 2024-10-27T13:42Z [----] followers, 10.6K engagements
"Newest out. British American Tobacco: Indigestion $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"
X Link 2024-12-15T13:37Z [----] followers, 11.6K engagements
"Newest out. The Nicotine Basket $MO $PM $BTI $IMBBY $STG $HAYPP"
X Link 2025-01-05T15:32Z [----] followers, 17.6K engagements
"Newest out. Philip Morris International: Conquest $PM $BTI $MO $IMBBY $STG $HAYPP"
X Link 2025-02-09T14:11Z [----] followers, 10.6K engagements
"Newest out. British American Tobacco: Raw $BTI $PM $MO $IMBBY $HAYPP $STG"
X Link 2025-02-16T14:30Z [----] followers, 10.4K engagements
"@richard_ersted Tobaccoville is massive. It is also completely modular similar to whats been articulated of Altrias facility"
X Link 2025-04-06T15:45Z [----] followers, [---] engagements
"@richard_ersted Late last year while visiting NC we had a meeting at Reynolds HQ. While no specifics were given we discussed manufacturing and one of my takeaways was that capacity constraints were unlikely to become an issue - at least in the near future"
X Link 2025-04-06T15:59Z [----] followers, [---] engagements
"Newest out. Philip Morris International: Blasphemy $PM $BTI $MO $IMBBY $STG $HAYPP"
X Link 2025-04-27T13:44Z [----] followers, [----] engagements
"Don Draper couldnt create a better ad mission accomplished https://t.co/9PddpkybbB mission accomplished https://t.co/9PddpkybbB"
X Link 2025-05-20T11:31Z [----] followers, [----] engagements
"Newest out. Imperial Brands: Eventually $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"
X Link 2025-05-25T13:09Z [----] followers, [----] engagements
"Newest out. British American Tobacco: Pinhole $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"
X Link 2025-06-08T10:31Z [----] followers, [----] engagements
"Newest out. Logista: Sustained $LOG $PM $BTI $IMBBY $STG $HAYPP $MO"
X Link 2025-07-20T13:00Z [----] followers, [----] engagements
"Newest out. British American Tobacco: Steadied $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"
X Link 2025-08-10T12:53Z [----] followers, [----] engagements
"Newest out. Reynolds Consumer Products: Non-Durable Durability $REYN"
X Link 2025-09-28T12:49Z [----] followers, [----] engagements
"@lhamtil @Adrian_Ve1dt Correct. Reynolds Consumer Products was founded as Reynolds Metals Company more than a century ago in [----] by Richard S. Reynolds Sr. nephew of the renowned R.J. Reynolds founder of R. J. Reynolds Tobacco Company. Initially made foil wrappers for cigarettes and candies"
X Link 2025-09-28T13:55Z [----] followers, [---] engagements
"Newest out. Nicotine Certainty $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"
X Link 2025-10-19T15:05Z [----] followers, [----] engagements
"Newest out. Philip Morris International: ZYNsn't It $PM $IMBBY $LOG $MO $BTI $STG $HAYPP"
X Link 2025-10-26T13:02Z [----] followers, 15.4K engagements
"Newest out. Altria: Drift $MO $PM $IMBBY $LOG $BTI $STG $HAYPP"
X Link 2025-11-02T12:24Z [----] followers, [----] engagements
"Newest out. Imperial Brands: Never Complacent $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"
X Link 2025-11-23T14:01Z [----] followers, [----] engagements
"Newest out. Logista: And Paste $LOG $IMBBY $MO $PM $BTI $STG $HAYPP"
X Link 2025-11-30T13:39Z [----] followers, [----] engagements
"Newest out. British American Tobacco: Stoking the Fire $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"
X Link 2025-12-14T13:59Z [----] followers, [----] engagements
"Newest out. Fecundity - [----] year-end note. $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"
X Link 2025-12-28T15:11Z [----] followers, [----] engagements
"Newest out. [----] Nicotine Basket Snapshot $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"
X Link 2026-01-04T16:49Z [----] followers, [----] engagements
"Newest out. Edgar M. Cullman's Brilliance $STG $PM $BTI $IMBBY $MO $HAYPP"
X Link 2026-01-11T17:25Z [----] followers, [----] engagements
"Newest out. Edgar M. Cullman's Brilliance Part Two $STG $PM $BTI $IMBBY $MO $HAYPP"
X Link 2026-01-18T15:40Z [----] followers, [----] engagements
"Haypp Group Resumes Zyn Sales in the U.S. $HAYPP"
X Link 2025-09-04T17:39Z [----] followers, [----] engagements
"This is a great listen for anyone interested in $HAYPP. Spencer remains far ahead of the curve on this company. Thanks to @BillBrewsterTBB for having me on the podcast to share my thoughts on $HAYPP Group - the world's largest online retailer of nicotine pouches. https://t.co/OO8aThZLIF Thanks to @BillBrewsterTBB for having me on the podcast to share my thoughts on $HAYPP Group - the world's largest online retailer of nicotine pouches. https://t.co/OO8aThZLIF"
X Link 2025-09-06T18:55Z [----] followers, [----] engagements
"Newest out. Haypp Group: Riposte $HAYPP $PM $BTI $MO $IMBBY $LOG $STG"
X Link 2025-11-09T17:11Z [----] followers, [----] engagements
"Doug has followed Tyler Technologies for quite some time. Enjoyed the conversation and having him walk us through some of the finer points of the company's history Episode [--] Tyler Technologies: Big Fish Small Pond https://t.co/YxBprqTplf Episode [--] Tyler Technologies: Big Fish Small Pond https://t.co/YxBprqTplf"
X Link 2024-12-23T13:27Z [----] followers, [----] engagements
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