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@LeverageValueP
"@richard_ersted $MO is getting desperate here"
@LeverageValueP on X 2025-07-24 18:14:51 UTC 1202 followers, XX engagements
"$DOW is "adjusting" the dividend to $XXXX a Share. Always be wary of cyclical downturn in low margin industries. Don't get lured by high yield" @LeverageValueP on X 2025-07-24 12:10:04 UTC 1210 followers, XXX engagements
"@DvdndDiplomats Not surprising at all. $DOW is a brutal cyclical downturn" @LeverageValueP on X 2025-07-24 11:51:15 UTC 1204 followers, XXX engagements
"Alcohol stocks will be a great buys. For example look at Diageo $DEO. Great liquor brands but the real problem was (and still is) the valuation. Was XX P/E now XX and still expensive. When it will hit XX P/E We might get a $BTI moment to buy this addictive products giant" @LeverageValueP on X 2025-06-20 19:22:11 UTC 1210 followers, 41.9K engagements
"@WWillowResearch Amen. $BTI is superior in every aspect to $MO" @LeverageValueP on X 2025-07-24 12:20:53 UTC 1204 followers, XXX engagements
"In the current state of things Intel $INTC needs a real magical turnaround to catch up with the competition in all of its business segments ( $AMD $NVDA $TSM). Highly unlikely in my view" @LeverageValueP on X 2025-07-25 11:39:10 UTC 1204 followers, XXX engagements
"@tobaccoinsider Caffeine pouches are a thing This can push new customers into nicotine 🤗" @LeverageValueP on X 2025-07-25 16:03:19 UTC 1210 followers, XXX engagements
"@nicotinecap Amen to that. Getting rid of illegal vapes is a positive for society and for $BTI" @LeverageValueP on X 2025-07-26 07:01:57 UTC 1210 followers, XXX engagements
"Velo is such a powerful product. $BTI really can close the smokeless gap with $PM if Velo and Glo live up to the potential" @LeverageValueP on X 2025-07-25 15:34:05 UTC 1209 followers, XXX engagements
"@fiscal_ai Really bad. when luxury becomes commodity" @LeverageValueP on X 2025-07-25 15:55:14 UTC 1210 followers, XXX engagements
"The first three stocks show us that share buybacks aren't some magic formula that makes a stock go up. If done poorly dividends or debt paydown might be a better use of capital. 10y CAGR (inc. Dividneds): $MBI MBIA -XXXX% $NAVI Navient XXXX% $BBBYQ Bad Bath & Beyond -55.26%" @LeverageValueP on X 2025-06-21 08:49:51 UTC 1204 followers, XXX engagements
"Juniper $JNPR rose fast in the '90s internet boom then crashed from overinvestment and oversupply despite tech success. $HPE just bought it for $14B. A reminder: even groundbreaking tech can lead to poor investor returns if hype fuels overcapacity. $NVDA $AMD" @LeverageValueP on X 2025-07-27 08:03:01 UTC 1210 followers, XXX engagements
"@mythmakrr All in $ENB. Low oil price won't break it. I love $CNQ tho" @LeverageValueP on X 2025-07-11 13:04:49 UTC 1205 followers, XXX engagements
"Cursed Stock Charts Vol. X $C Citigroup The 2008 crash and massive dilution make it virtually impossiblefor the foreseeable futurefor a 2007 buyer to recover their principal" @LeverageValueP on X 2025-05-11 17:10:27 UTC 1204 followers, 1798 engagements
"Nicotine never went anywhere. Addictive asset-light high yield high ROC brand and regulatory moat. Tobacco is king. $BTI $MO $PM $IMBBY" @LeverageValueP on X 2025-07-11 13:01:51 UTC 1209 followers, 3376 engagements
"@yetundiscovered $NESN.SW is at a really good price. It offers a X% yield and has a deeply rooted presence in consumer products. This company isnt going anywhere and its a pretty attractive entry price" @LeverageValueP on X 2024-12-28 16:07:34 UTC 1204 followers, 4253 engagements