# ![@DevinLaSarre Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1353775035610259457.png) @DevinLaSarre Devin LaSarre

Devin LaSarre posts on X about $bti, $pm, $mo, $imbby the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1353775035610259457/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1353775035610259457/c:line/m:interactions.svg)

- [--] Week [-----] +50%
- [--] Month [------] +54%
- [--] Months [------] -26%
- [--] Year [-------] -66%

### Mentions: [--] [#](/creator/twitter::1353775035610259457/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1353775035610259457/c:line/m:posts_active.svg)

- [--] Month [--] -64%
- [--] Months [--] -20%
- [--] Year [--] -17%

### Followers: [-----] [#](/creator/twitter::1353775035610259457/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1353775035610259457/c:line/m:followers.svg)

- [--] Week [-----] +0.07%
- [--] Month [-----] -0.26%
- [--] Months [-----] +0.12%
- [--] Year [-----] +4.40%

### CreatorRank: undefined [#](/creator/twitter::1353775035610259457/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1353775035610259457/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.96% [cryptocurrencies](/list/cryptocurrencies)  50.49% [countries](/list/countries)  4.85% [finance](/list/finance)  1.94% [currencies](/list/currencies)  0.97%

**Social topic influence**
[$bti](/topic/$bti) #11, [$pm](/topic/$pm) #28, [$mo](/topic/$mo) #24, [$imbby](/topic/$imbby) 46.6%, [$haypp](/topic/$haypp) 46.6%, [$stg](/topic/$stg) 44.66%, [$log](/topic/$log) 20.39%, [stg](/topic/stg) 8.74%, [$batsl](/topic/$batsl) #16, [british american tobacco](/topic/british-american-tobacco) #16

**Top accounts mentioned or mentioned by**
[@richardersted](/creator/undefined) [@lhamtil](/creator/undefined) [@bluthcapital](/creator/undefined) [@catholicgop2016](/creator/undefined) [@ladivanicotiana](/creator/undefined) [@nicotinecap](/creator/undefined) [@kab604](/creator/undefined) [@wavycapital](/creator/undefined) [@af63a3](/creator/undefined) [@crussian17](/creator/undefined) [@capitalfrozen](/creator/undefined) [@bwkcapital](/creator/undefined) [@blessboycap](/creator/undefined) [@calvinoinvest](/creator/undefined) [@roojoo3](/creator/undefined) [@everydaynorminv](/creator/undefined) [@tihobrkan](/creator/undefined) [@rhunterh](/creator/undefined) [@yesandnotyes](/creator/undefined) [@pfdshares](/creator/undefined)

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Stargate Finance (STG)](/topic/$stg) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [Fenerbahçe Token (FB)](/topic/$fb) [Otis Worldwide Corp (OTIS)](/topic/$otis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/anyuser/status/1660211151873908736)  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](https://x.com/anyuser/status/1685612347631566848)  2023-07-30T11:24Z [----] followers, 88.9K engagements


"Newest out. Altria: Executing Where It Counts $MO $PM $BTI"  
[X Link](https://x.com/anyuser/status/1688153053130579968)  2023-08-06T11:40Z [----] followers, 15.4K engagements


"Newest out. British American Tobacco: Steadied $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1954526517452546180)  2025-08-10T12:53Z [----] followers, [----] engagements


"Newest out. Reynolds Consumer Products: Non-Durable Durability $REYN"  
[X Link](https://x.com/DevinLaSarre/status/1972282553941061779)  2025-09-28T12:49Z [----] followers, [----] engagements


"Newest out. Imperial Brands: A Plus With Cs $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1977357819696369699)  2025-10-12T12:56Z [----] followers, [----] engagements


"Newest out. Imperial Brands: Never Complacent $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1992594438674350488)  2025-11-23T14:01Z [----] followers, [----] engagements


"Newest out. Edgar M. Cullman's Brilliance The End $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2015473951107858491)  2026-01-25T17:16Z [----] followers, [----] engagements


"Newest out. Altria: Ins and Outs $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2018002958605054376)  2026-02-01T16:46Z [----] followers, [----] engagements


"Newest out. Philip Morris International: Unending $PM $BTI $IMBBY $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2020548144849682572)  2026-02-08T17:19Z [----] followers, [----] engagements


"@calvinoinvest @roojoo3 There have been many big single-day moves up and down in the name and it is often hard to pinpoint any specific cause. Today also marks its first day of trading inclusion within the First North [--] Index"  
[X Link](https://x.com/DevinLaSarre/status/1807951764391440764)  2024-07-02T01:37Z [----] followers, [--] engagements


"Nicotine Pouches becoming a greater % of total volumes and Haypp Growth Markets out-growing Core Markets is deserving of attention. Newest out. Haypp Group: Further $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/TVduJAO4tr Newest out. Haypp Group: Further $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/TVduJAO4tr"  
[X Link](https://x.com/DevinLaSarre/status/1825172874325307725)  2024-08-18T14:08Z [----] followers, [----] engagements


"While l-t retention remains a question Haypp simply provides the best assortment at the best price and the jump in active consumers in Growth Markets is radical. Nicotine Pouches becoming a greater % of total volumes and Haypp Growth Markets out-growing Core Markets is deserving of attention. https://t.co/aX9SzAvtVh Nicotine Pouches becoming a greater % of total volumes and Haypp Growth Markets out-growing Core Markets is deserving of attention. https://t.co/aX9SzAvtVh"  
[X Link](https://x.com/DevinLaSarre/status/1825173680064016443)  2024-08-18T14:11Z [----] followers, [----] engagements


"Newest out. Logista: Heartier $LOG $PM $BTI $IMBBY $STG $HAYPP $MO"  
[X Link](https://x.com/DevinLaSarre/status/1830211493620793702)  2024-09-01T11:49Z [----] followers, [----] engagements


"@everydaynorminv @lhamtil @TihoBrkan @rhunterh @yesandnotyes @Pfdshares What's tobacco Never heard of it"  
[X Link](https://x.com/DevinLaSarre/status/1837252239607615924)  2024-09-20T22:07Z [----] followers, [---] engagements


"Newest out. Haypp Group: Tremors An update on legal happenings. $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1837877262047195568)  2024-09-22T15:31Z [----] followers, [----] engagements


"Newest out. United-Guardian: Through Hindsight $UG"  
[X Link](https://x.com/DevinLaSarre/status/1842933569154646508)  2024-10-06T14:22Z [----] followers, 10.4K engagements


"Newest out. Altria: Running Out $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1853092887740772677)  2024-11-03T15:12Z [----] followers, [----] engagements


"Newest out. Scandinavian Tobacco Group: Elusive $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1858075894780153898)  2024-11-17T09:13Z [----] followers, [----] engagements


"@flyingbackbeest Clear communication strong execution and massive share repurchases off a compressed multiple are a good combination. I'd prefer to see the share price 'underperform' so long as they keep the buyback machine humming"  
[X Link](https://x.com/DevinLaSarre/status/1865789740135731592)  2024-12-08T16:05Z [----] followers, [---] engagements


"Newest out. The U.S. Nicotine Market: Odds and Ends $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1870823726482100411)  2024-12-22T13:28Z [----] followers, [----] engagements


"@JosephFuisz @richard_ersted Fair. No product will appeal to every consumer. Curious what US brands you find more preferable"  
[X Link](https://x.com/DevinLaSarre/status/1870963247731310710)  2024-12-22T22:42Z [----] followers, [---] engagements


"Newest out. U.S. Nicotine Market: On the Lookout $MO $PM $BTI $IMBBY $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1878440489474523234)  2025-01-12T13:54Z [----] followers, [----] engagements


"@turtlebay_io @compoundpapi At the same time that persistent internal pessimism also led the industry to make so many terrible sometimes obscure investments for the sake of diversifying away from the core business that remained exceptionally profitable"  
[X Link](https://x.com/DevinLaSarre/status/1878538093197656431)  2025-01-12T20:22Z [----] followers, [---] engagements


"Newest out. Resurfaced: FDA Proposal to Drastically Reduce Nicotine Levels in Combusted Tobacco Products $MO $PM $BTI $IMBBY $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1880995357393600706)  2025-01-19T15:06Z [----] followers, [----] engagements


"Newest out. Dissipate $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1883510135471178166)  2025-01-26T13:39Z [----] followers, [----] engagements


"Newest out. Haypp Group: Answered $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1893684908112932883)  2025-02-23T15:30Z [----] followers, [----] engagements


"Newest out. Scandinavian Tobacco Group: Wider $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1898707968578748632)  2025-03-09T12:10Z [----] followers, [----] engagements


"Newest out. United-Guardian: Aimless $UG"  
[X Link](https://x.com/DevinLaSarre/status/1903798746372067342)  2025-03-23T13:19Z [----] followers, [----] engagements


"Newest out. Haypp Group: Through the Fog $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1911450300444991741)  2025-04-13T16:03Z [----] followers, [----] engagements


"Newest out. Altria: From a Stone $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1919021619420250311)  2025-05-04T13:29Z [----] followers, [----] engagements


"Newest out. Haypp Group: Land Grab $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1921561306714218876)  2025-05-11T13:41Z [----] followers, [----] engagements


"@richard_ersted France is under pressure but it is also their smallest TRP segment by far. On the adj EBIT level 1/5 the size of Iberia and 1/3 of Italy. Italy has done quite well over the last half decade +. Notes for both companies are coming out soon"  
[X Link](https://x.com/DevinLaSarre/status/1923088878849679870)  2025-05-15T18:51Z [----] followers, [---] engagements


"@richard_ersted @SnubieDotCom Yes. Exclusive to this product. In essence its the products only meaningful attribute that is supported by defensible IP"  
[X Link](https://x.com/DevinLaSarre/status/1925243117927555538)  2025-05-21T17:31Z [----] followers, [--] engagements


"@BluthCapital Unless Im mistaken on Plus PMTA was submitted far after [--] synth deadline so its likely a few years out and needs MGO which is uncertain. Fre/Alp zone and Velo Plus creating immediate pressure"  
[X Link](https://x.com/DevinLaSarre/status/1925698134392406077)  2025-05-22T23:39Z [----] followers, [---] engagements


"@CatholicGOP2016 Perhaps we are looking at different things but from my perspective business looks quite good"  
[X Link](https://x.com/DevinLaSarre/status/1927000872246034637)  2025-05-26T13:56Z [----] followers, [---] engagements


"@CatholicGOP2016 I disagree. Let's check back in 5"  
[X Link](https://x.com/DevinLaSarre/status/1927467627842011447)  2025-05-27T20:51Z [----] followers, [--] engagements


"Newest out. Scandinavian Tobacco Group: Stretched $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1929143708143796263)  2025-06-01T11:51Z [----] followers, [----] engagements


"@LaDivaNicotiana @nicotinecap @richard_ersted Im currently in Japan and the amount of PoS marketing for glo is staggering. I assume it will ramp further with Hilo. Interesting to see the differences in IQOS glo and ploom marketing tactics here"  
[X Link](https://x.com/DevinLaSarre/status/1931782418400489590)  2025-06-08T18:36Z [----] followers, [----] engagements


"@nicotinecap @LaDivaNicotiana @richard_ersted Oh I will. Have a related piece in the works"  
[X Link](https://x.com/DevinLaSarre/status/1931787420279718111)  2025-06-08T18:56Z [----] followers, [---] engagements


"Haypp gets a warning and retains the ability to sell tobacco products in Sweden. The best outcome. If this wasn't reached the group had previously formed a contingency plan by acquiring a second license through the purchase of a small company last year. $HAYPP https://www.breakit.se/artikel/43519/snusbolaget-haypp-kan-andas-ut-far-salja-tobak https://www.breakit.se/artikel/43519/snusbolaget-haypp-kan-andas-ut-far-salja-tobak https://www.breakit.se/artikel/43519/snusbolaget-haypp-kan-andas-ut-far-salja-tobak https://www.breakit.se/artikel/43519/snusbolaget-haypp-kan-andas-ut-far-salja-tobak"  
[X Link](https://x.com/DevinLaSarre/status/1934966919641067941)  2025-06-17T13:30Z [----] followers, [----] engagements


"Newest out. Nicotine in Japan $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1939295577067368926)  2025-06-29T12:11Z [----] followers, [----] engagements


"Some extra pictures from my recent trip: Japanese Velo"  
[X Link](https://x.com/DevinLaSarre/status/1939295579181334583)  2025-06-29T12:11Z [----] followers, [---] engagements


"Newest out. The Nicotine Horizon $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1944376857324826786)  2025-07-13T12:42Z [----] followers, [----] engagements


"Newest out. Philip Morris International: Steadfast $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1949462805473898942)  2025-07-27T13:32Z [----] followers, [----] engagements


"Depends on which market we are talking about. ZYN in the U.S. is different from ZYN in Europe. Velo Plus now rapidly growing in the U.S. is not European Velo. Euro ZYN Velo Plus but Euro Velo Euro ZYN. Both Euro versions have PMTAs pending. I am sure both companies are working on whatever "v3" and "v4" will be"  
[X Link](https://x.com/DevinLaSarre/status/1949486392427319303)  2025-07-27T15:05Z [----] followers, [---] engagements


"Newest out. Altria: Lean $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1951987734509179253)  2025-08-03T12:45Z [----] followers, [----] engagements


"Newest out. Defiance $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1959605598556660202)  2025-08-24T13:15Z [----] followers, 11K engagements


"Altria recently announced it will soon be launching on Plus in select US states. I do not think that Altria is just preparing for the FDA to take action against on Plus I believe the company is encouraging it. Newest out. Defiance $MO $PM $BTI $IMBBY $STG $HAYPP https://t.co/M0o6B6yXlS Newest out. Defiance $MO $PM $BTI $IMBBY $STG $HAYPP https://t.co/M0o6B6yXlS"  
[X Link](https://x.com/DevinLaSarre/status/1959605992808755213)  2025-08-24T13:17Z [----] followers, [----] engagements


"Newest out. Scandinavian Tobacco Group: Racked $STG $MO $PM $BTI $IMBBY $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1962146598617571753)  2025-08-31T13:32Z [----] followers, [----] engagements


"Newest out. Per-Pouch Price Premium $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1964667680553828480)  2025-09-07T12:30Z [----] followers, [----] engagements


"Newest out. Under Pressure $PM $BTI $MO $IMBBY $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1967190730306355541)  2025-09-14T11:36Z [----] followers, [----] engagements


"I've once again written on developments in the US nicotine pouch market. Excessive Perhaps. But the rate of new developments continues to accelerate. Newest out. Under Pressure $PM $BTI $MO $IMBBY $HAYPP https://t.co/O726JGfliQ Newest out. Under Pressure $PM $BTI $MO $IMBBY $HAYPP https://t.co/O726JGfliQ"  
[X Link](https://x.com/DevinLaSarre/status/1967193668898726360)  2025-09-14T11:48Z [----] followers, [----] engagements


"@kab604 @WavyCapital @AF_63A3 The current acceptance rate indicates that $PM needs much more than a small bump to make it happen. Above [---] Sek indicates owner base is far more interested in it remaining standalone unless they are simply holding out closer to end date in hopes of a big raise. Unlikely"  
[X Link](https://x.com/DevinLaSarre/status/1559998328284250118)  2022-08-17T20:19Z [----] followers, [--] engagements


"@kab604 @WavyCapital @AF_63A3 If the deal falls through which again is likely all the opportunists looking to arb are likely to dump. I doubt $SWMA will get close to levels pre-offer now that there are more eyes and especially since many holders seem content to do exactly that - hold. Nothing is certain"  
[X Link](https://x.com/DevinLaSarre/status/1559999022307352576)  2022-08-17T20:22Z [----] followers, [--] engagements


"Elliott upping its $SWMA stake doesn't bode well for $PM's best-case scenario"  
[X Link](https://x.com/DevinLaSarre/status/1575843427454894081)  2022-09-30T13:42Z [----] followers, [--] engagements


"$PM ZYN US Shipment Volumes (Q1 [----] +47% vs. Q1 2022)"  
[X Link](https://x.com/DevinLaSarre/status/1649066058353897472)  2023-04-20T15:02Z [----] followers, 13.3K engagements


"Savers Value Village upping the size of its IPO today. Not something I'm rushing into but it will essentially be the only newly-public company I'm interested in closely tracking. $SVV Newest piece out. Second-Hand Retail: A First-Class Market $WINA $SVV https://t.co/fuEZDAj0WA Newest piece out. Second-Hand Retail: A First-Class Market $WINA $SVV https://t.co/fuEZDAj0WA"  
[X Link](https://x.com/DevinLaSarre/status/1674422104949919750)  2023-06-29T14:18Z [----] followers, [----] engagements


"Newest out. Imperial Brands: Mechanical Animal FY'23 note on aggressive share cannibalism. $IMBBY $MO $PM $BTI"  
[X Link](https://x.com/DevinLaSarre/status/1726187075366539306)  2023-11-19T10:34Z [----] followers, 13.6K engagements


"In Italy next-gen products have become a notable tailwind with Logista's management citing both IQOS HTUs ( $PM) and vapes as major growth drivers. Newest out. Logista: Old Roots Green Sprouts $LOG $IMBBY $MO $PM $BTI $STG https://t.co/ExE6vagpAe Newest out. Logista: Old Roots Green Sprouts $LOG $IMBBY $MO $PM $BTI $STG https://t.co/ExE6vagpAe"  
[X Link](https://x.com/DevinLaSarre/status/1744727113192841587)  2024-01-09T14:25Z [----] followers, [----] engagements


"Newest out. Logista: Just Over Ten $LOG $IMBBY $PM $BTI $STG $HAYPP $MO"  
[X Link](https://x.com/DevinLaSarre/status/1860673993604223086)  2024-11-24T13:17Z [----] followers, [----] engagements


"Newest out. Imperial Brands: Doubt-Driven $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1865768155832095108)  2024-12-08T14:39Z [----] followers, [----] engagements


"Newest out. Altria: Puzzling $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1886056301970575746)  2025-02-02T14:17Z [----] followers, [----] engagements


"Newest out. Logista: Succinct $LOG $IMBBY $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1896181440800546871)  2025-03-02T12:50Z [----] followers, [----] engagements


"Newest out. Nicotine Market Update: Flow $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1908893794302566467)  2025-04-06T14:45Z [----] followers, [----] engagements


"Newest out. Logista: Measured $LOG $IMBBY $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1924075378492002399)  2025-05-18T12:11Z [----] followers, [----] engagements


"@BluthCapital iirc the NJOY Daily predates ACE. Never seemed to gain traction as a disposable"  
[X Link](https://x.com/DevinLaSarre/status/1984074150642647428)  2025-10-31T01:45Z [----] followers, [---] engagements


"Newest out. Scandinavian Tobacco Group: Washed $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1990049414526955610)  2025-11-16T13:28Z [----] followers, [----] engagements


"@Crussian17 $FB still the only game in town for those forced to deploy large budgets on paid social. And this doesn't scream net-net bearish: "We believe that real world conversions like sales and app installs are higher than what is being reported for many advertisers. ""  
[X Link](https://x.com/DevinLaSarre/status/1440683306496917516)  2021-09-22T14:24Z [----] followers, [--] engagements


"Newest out. Imperial Brands: Disciplined $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1906323787466834100)  2025-03-30T12:33Z [----] followers, [----] engagements


"Newest out. Scandinavian Tobacco Group: A Tale of Two $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1997658914247094625)  2025-12-07T13:26Z [----] followers, [----] engagements


"@Crussian17 Reading what $FB published today. doesn't seem all that negative. I also believe FB has better tools and resources to navigate idfa relative to other platforms. Time will tell"  
[X Link](https://x.com/DevinLaSarre/status/1440681171453505538)  2021-09-22T14:15Z [----] followers, [--] engagements


"@capital_frozen @BwkCapital @blessboycap Ofc as Glo and other competing HTPs enter said markets IQOS will likely cede some degree of HTP share. In aggregate however I expect HTP to continue to take incremental share from other segments"  
[X Link](https://x.com/DevinLaSarre/status/1565723060619067392)  2022-09-02T15:27Z [----] followers, [--] engagements


"@capital_frozen @blessboycap @BwkCapital Yup. And there are notable countries where IQOS has struggled to gain traction. Nonetheless I don't think any of these products have to be everything for everyone to do well. Both $PM and $BTI seem to assume as much. Rational cuts to legacy expanding new gen SKUs"  
[X Link](https://x.com/DevinLaSarre/status/1565729936731770886)  2022-09-02T15:54Z [----] followers, [--] engagements


"Newest out. Haypp Group: Skyward $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1957203791276814626)  2025-08-17T22:12Z [----] followers, [----] engagements


"Haypp Group Resumes Zyn Sales in the U.S. $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1963658253763809441)  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](https://x.com/DevinLaSarre/status/1964402155340910806)  2025-09-06T18:55Z [----] followers, [----] engagements


"Newest out. Haypp Group: Riposte $HAYPP $PM $BTI $MO $IMBBY $LOG $STG"  
[X Link](https://x.com/DevinLaSarre/status/1987568690406019271)  2025-11-09T17:11Z [----] followers, [----] engagements


"Newest out Foreshocks - U.S. nicotine pouch market update $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/2002738410033914013)  2025-12-21T13:50Z [----] followers, [----] engagements


"@richard_ersted Tobaccoville is massive. It is also completely modular similar to whats been articulated of Altrias facility"  
[X Link](https://x.com/DevinLaSarre/status/1908908835223605298)  2025-04-06T15:45Z [----] followers, [---] engagements


"Newest out. Edgar M. Cullman's Brilliance $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2010402704724570535)  2026-01-11T17:25Z [----] 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](https://x.com/DevinLaSarre/status/1627287940291231744)  2023-02-19T12:44Z [----] followers, [----] 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](https://x.com/DevinLaSarre/status/1663930842345885697)  2023-05-31T15:30Z [----] 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](https://x.com/DevinLaSarre/status/1685625608653381632)  2023-07-30T12:17Z [----] followers, 11.9K engagements


"$BTI $BATS.L New Category Revenues"  
[X Link](https://x.com/DevinLaSarre/status/1685625917576560642)  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](https://x.com/DevinLaSarre/status/1685626033666457600)  2023-07-30T12:18Z [----] followers, 12.4K 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](https://x.com/DevinLaSarre/status/1703376255167435133)  2023-09-17T11:52Z [----] followers, [----] 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](https://x.com/DevinLaSarre/status/1723692020068168034)  2023-11-12T13:19Z [----] 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](https://x.com/DevinLaSarre/status/1871185834356994395)  2024-12-23T13:27Z [----] followers, [----] engagements


"Newest out. Imperial Brands: Eventually $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1926626597454368812)  2025-05-25T13:09Z [----] followers, [----] engagements


"Newest out. Logista: Sustained $LOG $PM $BTI $IMBBY $STG $HAYPP $MO"  
[X Link](https://x.com/DevinLaSarre/status/1946918189922705558)  2025-07-20T13:00Z [----] followers, [----] engagements


"Newest out. Nicotine Certainty $IMBBY $LOG $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1979927006893519105)  2025-10-19T15:05Z [----] followers, [----] engagements


"Newest out. Philip Morris International: ZYNsn't It $PM $IMBBY $LOG $MO $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1982432620563628285)  2025-10-26T13:02Z [----] followers, 15.4K engagements


"Newest out. Altria: Drift $MO $PM $IMBBY $LOG $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1984959756948418702)  2025-11-02T12:24Z [----] followers, [----] engagements


"Newest out. Logista: And Paste $LOG $IMBBY $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1995125432627192125)  2025-11-30T13:39Z [----] followers, [----] engagements


"Newest out. British American Tobacco: Stoking the Fire $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2000204003812995536)  2025-12-14T13:59Z [----] followers, [----] engagements


"Newest out. Fecundity - [----] year-end note. $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2005295664650129554)  2025-12-28T15:11Z [----] followers, [----] engagements


"Newest out. [----] Nicotine Basket Snapshot $IMBBY $LOG $PM $BTI $MO $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2007856869545783343)  2026-01-04T16:49Z [----] followers, [----] engagements


"Newest out. Edgar M. Cullman's Brilliance Part Two $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/2012913018602983599)  2026-01-18T15:40Z [----] followers, [----] 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](https://x.com/DevinLaSarre/status/1685626702825746432)  2023-07-30T12:21Z [----] followers, [----] engagements


"Newest out. British American Tobacco: Identity Crisis $BTI $BATS.L $MO $PM $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1733829154905215123)  2023-12-10T12:40Z [----] followers, 28.1K 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](https://x.com/DevinLaSarre/status/1908912367838302511)  2025-04-06T15:59Z [----] 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](https://x.com/DevinLaSarre/status/1972299063271080315)  2025-09-28T13:55Z [----] followers, [---] engagements

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