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

Devin LaSarre posts on X about $pm, $mo, $bti, $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 [------] +224%
- [--] Month [------] +220%
- [--] Months [-------] -99%
- [--] Year [----------] +2,131%

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

- [--] Week [--] +9.10%
- [--] Month [--] -27%
- [--] Months [--] +1.60%
- [--] Year [---] -12%

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

- [--] Week [-----] +0.09%
- [--] Month [-----] -0.19%
- [--] Months [-----] +0.17%
- [--] Year [-----] +4.40%

### CreatorRank: [---------] [#](/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)  76.03% [cryptocurrencies](/list/cryptocurrencies)  53.72% [finance](/list/finance)  4.13% [technology brands](/list/technology-brands)  0.83%

**Social topic influence**
[$pm](/topic/$pm) #7, [$mo](/topic/$mo) #11, [$bti](/topic/$bti) #5, [$imbby](/topic/$imbby) #1, [$stg](/topic/$stg) #10, [$haypp](/topic/$haypp) #2, [$log](/topic/$log) 13.22%, [british american tobacco](/topic/british-american-tobacco) #6, [in the](/topic/in-the) 8.26%, [company](/topic/company) 5.79%

**Top accounts mentioned or mentioned by**
[@richardersted](/creator/undefined) [@davidkilli99638](/creator/undefined) [@lhamtil](/creator/undefined) [@adrianve1dt](/creator/undefined) [@dickiebushs](/creator/undefined) [@nicolascole77s](/creator/undefined) [@doombergt](/creator/undefined) [@eighttrack180](/creator/undefined) [@yesandnotyes](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@hcapinvesting](/creator/undefined)

**Top assets mentioned**
[Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [British American Tobacco (BTI)](/topic/$bti) [Stargate Finance (STG)](/topic/$stg) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Basic Attention (BAT)](/topic/$bat) [Metadium (META)](/topic/$meta) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Picard Medical, Inc. (PMI)](/topic/$pmi) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Autozone Inc (AZO)](/topic/$azo) [Venice Token (VVV)](/topic/$vvv) [PoolTogether (POOL)](/topic/$pool) [UnitedHealth Group (UNH)](/topic/$unh) [Zoetis Inc (ZTS)](/topic/$zts) [LandBridge Company LLC (LB)](/topic/$lb) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Convex Finance (CVX)](/topic/$cvx)
### Top Social Posts
Top posts by engagements in the last [--] hours

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


"Long runway for pouches. In August: "I believe the single most critical consideration for the potential of online penetration is consumption frequency on the individual user level." I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM $MO https://t.co/TGMrIPGods I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more"  
[X Link](https://x.com/anyuser/status/2022737605486612959)  2026-02-14T18:20Z [----] followers, [----] 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](https://x.com/anyuser/status/1660211151873908736)  2023-05-21T09:09Z [----] followers, 81.3K 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. 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 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


"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 piece out. British American Tobacco: Toward a Powerful Inflection $BTI $BATS.L $PM $MO"  
[X Link](https://x.com/DevinLaSarre/status/1685612347631566848)  2023-07-30T11:24Z [----] followers, 88.9K engagements


"Newest out. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1761770266084941915)  2024-02-25T15:08Z [----] followers, 124.5K engagements


"Newest out. British American Tobacco: Flexible $BTI $PM $IMBBY $MO $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/2023048732183343427)  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](https://x.com/DevinLaSarre/status/2023180109625131474)  2026-02-15T23:38Z [----] followers, [---] engagements


"Newest out. Imperial Brands: Looking Through the Noise $IMBBY $MO $PM $BTI"  
[X Link](https://x.com/anyuser/status/1710984031477608937)  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](https://x.com/anyuser/status/1713356978121003513)  2023-10-15T00:51Z [----] followers, 14.7K engagements


"Newest out. Logista: The Distribution Pillar of Imperial Brands $IMBBY $MO $PM $BTI"  
[X Link](https://x.com/anyuser/status/1713520986027344162)  2023-10-15T11:43Z [----] followers, 23.1K engagements


"Newest out. Altria: Recalibration $MO $PM $BTI $IMBBY"  
[X Link](https://x.com/anyuser/status/1718600096835674389)  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](https://x.com/DevinLaSarre/status/1723692020068168034)  2023-11-12T13:19Z [----] followers, [----] engagements


"Newest out. Scandinavian Tobacco Group: Pockets $STG $MO $BTI $PM $IMBBY"  
[X Link](https://x.com/DevinLaSarre/status/1728747255191003430)  2023-11-26T12:07Z [----] followers, 18.1K 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


"Newest out. The ZYNpocalypse #zyn $PM $MO $BTI $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1751594203249881389)  2024-01-28T13:12Z [----] followers, 17.8K engagements


"Newest out. Altria: The Great Race $MO $PM $BTI $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1754135513299026140)  2024-02-04T13:31Z [----] followers, 10.9K engagements


"Newest out. British American Tobacco: Shining Through $BTI $PM $MO $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1759205792354381910)  2024-02-18T13:18Z [----] followers, 16.4K engagements


"Newest out. The Nicotine Arc $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1764265359287173293)  2024-03-03T12:23Z [----] followers, 19.7K engagements


"Newest out. Scandinavian Tobacco Group: Across the Board $STG $MO $PM $BTI $IMBBY"  
[X Link](https://x.com/DevinLaSarre/status/1766802862858813872)  2024-03-10T12:26Z [----] followers, 14K engagements


"$PM touting #ZYN subscriptions via email. Nicotine as a Service"  
[X Link](https://x.com/anyuser/status/1770187460871385163)  2024-03-19T20:35Z [----] followers, 20.1K engagements


"Newest out. There Aren't Many John Middletons $MO $PM $BTI $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1771887248398582221)  2024-03-24T13:10Z [----] followers, 16.2K engagements


"Newest out. OTIS: To Go Unnoticed $OTIS"  
[X Link](https://x.com/anyuser/status/1774389213770691005)  2024-03-31T10:52Z [----] followers, 25.8K engagements


"Newest out. Generational Smoking Bans"  
[X Link](https://x.com/DevinLaSarre/status/1782042534375559336)  2024-04-21T13:43Z [----] followers, 10.6K engagements


"Newest out. Philip Morris International: Product Position $PM $MO $IMBBY $BAT $STG"  
[X Link](https://x.com/DevinLaSarre/status/1784564065924161664)  2024-04-28T12:43Z [----] followers, 13.9K engagements


"Newest out. Altria: Rorschach $MO $PM $IMBBY $BTI $STG"  
[X Link](https://x.com/anyuser/status/1789623604147069246)  2024-05-12T11:48Z [----] followers, 11K engagements


"Been busy. Got married"  
[X Link](https://x.com/DevinLaSarre/status/1799429493314236652)  2024-06-08T13:13Z [----] followers, 14.4K engagements


"Newest out. Intercontinental Exchange: Looking Back $ICE"  
[X Link](https://x.com/anyuser/status/1809938076954927436)  2024-07-07T13:10Z [----] followers, 13.1K engagements


"Newest Out. Defense is Offense"  
[X Link](https://x.com/DevinLaSarre/status/1812503123178692912)  2024-07-14T15:03Z [----] followers, 22.9K engagements


"Newest out. Philip Morris International: Follow Through $PM $MO $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1817542931034562919)  2024-07-28T12:49Z [----] followers, 16.8K engagements


"Newest out. British American Tobacco: So What $BTI $MO $PM $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1820085062551077216)  2024-08-04T13:11Z [----] followers, 18.8K engagements


"Newest out. Altria: Back to the Race $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1822616893083025794)  2024-08-11T12:51Z [----] followers, 10.6K engagements


"Newest out. Scandinavian Tobacco Group: Aggression Abounds $STG $PM $HAYPP $BTI $IMBBY $MO"  
[X Link](https://x.com/DevinLaSarre/status/1827689033822326869)  2024-08-25T12:46Z [----] followers, 11.2K engagements


"Newest out. Nicotine Pouches: The US Front $MO $PM $BTI $IMBBY $HAYPP $STG"  
[X Link](https://x.com/anyuser/status/1835307647567802512)  2024-09-15T13:20Z [----] followers, 12.5K engagements


"Newest out. The Nicotine Anti-Bubble $MO $PM $BTI $IMBBY $STG $HAYPP $LOG"  
[X Link](https://x.com/anyuser/status/1840374552288739417)  2024-09-29T12:54Z [----] followers, [----] engagements


"Newest out. The Curious Case of Karelia"  
[X Link](https://x.com/DevinLaSarre/status/1845453518410223908)  2024-10-13T13:16Z [----] followers, [----] engagements


"Newest out. British American Tobacco: Refocused $BTI $MO $PM $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1848004272325042264)  2024-10-20T14:12Z [----] followers, 12.1K engagements


"Newest out. Philip Morris International: All Fronts $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1850533645833936981)  2024-10-27T13:42Z [----] followers, 10.6K engagements


"Newest out. British American Tobacco: Indigestion $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1868289330504184018)  2024-12-15T13:37Z [----] followers, 11.6K engagements


"Newest out. Philip Morris International: Conquest $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/DevinLaSarre/status/1888591582581920159)  2025-02-09T14:11Z [----] followers, 10.6K engagements


"Newest out. British American Tobacco: Raw $BTI $PM $MO $IMBBY $HAYPP $STG"  
[X Link](https://x.com/DevinLaSarre/status/1891133009119654318)  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](https://x.com/DevinLaSarre/status/1908908835223605298)  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](https://x.com/DevinLaSarre/status/1908912367838302511)  2025-04-06T15:59Z [----] followers, [---] engagements


"Newest out. Philip Morris International: Blasphemy $PM $BTI $MO $IMBBY $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1916488514901848570)  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](https://x.com/anyuser/status/1924790014954582387)  2025-05-20T11:31Z [----] 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. British American Tobacco: Pinhole $BTI $IMBBY $LOG $PM $MO $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1931660236450079172)  2025-06-08T10:31Z [----] 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. 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


"@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


"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. 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. 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 $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/anyuser/status/2010402704724570535)  2026-01-11T17:25Z [----] followers, [----] engagements


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


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


"Interested in what it takes to grow a business into a trusted brand Over the next [--] days I'm writing [--] Atomic Essays as a part of @dickiebush's and @nicolascole77's #ship30for30 ✅Business ✅Brand strategy ✅Design ✅Finance ✅+ more. Follow along in this thread below 👇"  
[X Link](https://x.com/anyuser/status/1407413517196668929)  2021-06-22T19:01Z [----] followers, [--] engagements


"United-Guardian is the smallest most profitable company you've never heard of. $UG https://invariant.substack.com/p/united-guardian-ug-analysis-valuationr=1i3d9i&s=w&utm_campaign=post&utm_medium=web https://invariant.substack.com/p/united-guardian-ug-analysis-valuationr=1i3d9i&s=w&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1571509683239665664)  2022-09-18T14:41Z [----] followers, [--] engagements


"This company pushed hard into energy markets after the fall of Enron. Charged into CDSs during the GFC. And now ICE is stepping on the accelerator in the mortgage ecosystem as rates continue to rise and real estate prices waver. $ICE https://invariant.substack.com/p/intercontinental-exchange-ice-analysisr=1i3d9i&utm_campaign=post&utm_medium=web https://invariant.substack.com/p/intercontinental-exchange-ice-analysisr=1i3d9i&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1576551539057258499)  2022-10-02T12:35Z [----] followers, [---] engagements


"FTX reminds us of what crypto does best: Blowing up. https://open.substack.com/pub/invariant/p/ftx-another-one-downr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/ftx-another-one-downr=1i3d9i&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1591777560320675843)  2022-11-13T12:58Z [----] followers, [---] engagements


"Zuckerbergs moves are seen as bizarre by most but all aim to achieve one single goal. $META https://open.substack.com/pub/invariant/p/the-zuckerberg-flopr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/the-zuckerberg-flopr=1i3d9i&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1601932899686694912)  2022-12-11T13:32Z [----] 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](https://x.com/DevinLaSarre/status/1624721839246266370)  2023-02-12T10:47Z [----] followers, 82K 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/anyuser/status/1627287940291231744)  2023-02-19T12:44Z [----] followers, [----] engagements


"@DoombergT almost said the naughty word"  
[X Link](https://x.com/anyuser/status/1644454585694560256)  2023-04-07T21:38Z [----] followers, [----] 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](https://x.com/anyuser/status/1650108708498690048)  2023-04-23T12:05Z [----] followers, 60K 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](https://x.com/anyuser/status/1652636322354417666)  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](https://x.com/anyuser/status/1657687756452118528)  2023-05-14T10:02Z [----] followers, 65.2K engagements


"Some interesting excerpts from Philip Morris International's presentation at the [----] Deutsche Bank Global Consumer Conference: $PM How big can ZYN get "The U.S. potential seems to be enormous.""  
[X Link](https://x.com/anyuser/status/1666121936848531456)  2023-06-06T16:36Z [----] followers, 24.6K engagements


"The Perils of ESG"  
[X Link](https://x.com/anyuser/status/1670409152462573572)  2023-06-18T12:32Z [----] followers, 29.4K engagements


"👀 here we go. $MO $BTI $BATS.L $PM To help protect the nations youth FDA announced warning letters issued to [---] retailers for selling unauthorized tobacco products specifically Elf Bar and Esco Bars products. These disposable e-cigarettes come in flavors known to appeal to youth. https://t.co/NhZzcb8xq4 https://t.co/1jmaS0KzYR To help protect the nations youth FDA announced warning letters issued to [---] retailers for selling unauthorized tobacco products specifically Elf Bar and Esco Bars products. These disposable e-cigarettes come in flavors known to appeal to youth."  
[X Link](https://x.com/anyuser/status/1671939437561884675)  2023-06-22T17:53Z [----] followers, 20.1K engagements


"Premium handmade cigars are a multi-billion dollar sleeper category in the tobacco industry. Completely overlooked. Newest piece out. Scandinavian Tobacco Group: The Artisanal Serial Acquirer https://t.co/A7LJTQQIbz Newest piece out. Scandinavian Tobacco Group: The Artisanal Serial Acquirer https://t.co/A7LJTQQIbz"  
[X Link](https://x.com/anyuser/status/1675465738943864833)  2023-07-02T11:25Z [----] followers, 16.5K engagements


"Newest out. Philip Morris International: Outstanding Momentum $PM $BTI $MO"  
[X Link](https://x.com/DevinLaSarre/status/1683059551715688449)  2023-07-23T10:20Z [----] followers, 34.7K engagements


"Newest out: Scandinavian Tobacco Group: Liberation $STG $MO $BTI $PM"  
[X Link](https://x.com/anyuser/status/1700834157113311556)  2023-09-10T11:30Z [----] followers, 18.5K engagements


"Newest out. Philip Morris International: Only Scratching the Surface $PMI $MO $BTI $IMBBY"  
[X Link](https://x.com/DevinLaSarre/status/1716062841952706595)  2023-10-22T12:03Z [----] followers, 18.6K engagements


"Newest out. OTIS: Compounding Lifetime Value Q3 [----] note on the human mobility tax. $Otis"  
[X Link](https://x.com/anyuser/status/1721148081415041276)  2023-11-05T12:50Z [----] followers, 17.9K engagements


"When most people think of Mars they think of candy bars like Snickers and Milky Way. But that's actually a smaller part of the business nowadays. For decades they've been quietly consolidating the petcare indus. Episode [--] Mars Incorporated: Inside America's Most Secretive Consumer Goods Empire https://t.co/4Ri3PNDila Episode [--] Mars Incorporated: Inside America's Most Secretive Consumer Goods Empire https://t.co/4Ri3PNDila"  
[X Link](https://x.com/anyuser/status/1725258432499098054)  2023-11-16T21:03Z [----] followers, [----] engagements


"Newest out. Philip Morris International: More More More $PM $MO $BTI $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1756670909400629725)  2024-02-11T13:25Z [----] followers, 30.5K 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](https://x.com/anyuser/status/1761777573820793030)  2024-02-25T15:38Z [----] followers, 13.6K engagements


"Do you think we are in the early innings of a nicotine pouch boom If so listen. Told @DevinLaSarre when we started recording that this is one of the best write ups I've read this year and had a blast diving into it Also shows how baby-addled my mind is that I was convinced it was spelled Snoo not Snu Told @DevinLaSarre when we started recording that this is one of the best write ups I've read this year and had a blast diving into it Also shows how baby-addled my mind is that I was convinced it was spelled Snoo not Snu"  
[X Link](https://x.com/anyuser/status/1777418270489915835)  2024-04-08T19:28Z [----] followers, 21.9K engagements


"Newest out. Haypp Group: Pricing Gaps $HAYPP $PM $BTI $MO $STG $IMBBY"  
[X Link](https://x.com/DevinLaSarre/status/1787090096589553970)  2024-05-05T12:00Z [----] followers, 10.6K engagements


"ZYN shortage is affecting everyone including Haypp. $PM $HAYPP"  
[X Link](https://x.com/anyuser/status/1790428649671237773)  2024-05-14T17:07Z [----] followers, 110.2K 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](https://x.com/anyuser/status/1792162543433039948)  2024-05-19T11:57Z [----] followers, 20.6K engagements


"Newest out (Sunday's piece - I've been unplugged) Imperial Brands: Black Hole $IMBBY $MO $PM $BTI $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1799436707575529682)  2024-06-08T13:41Z [----] followers, 12.9K engagements


"Newest out. The Fertile Grounds of Decay $ATD $CASY $ORLY $AZO $VVV $MO $PM $IMBBY $BTI $STG"  
[X Link](https://x.com/anyuser/status/1799792212055847383)  2024-06-09T13:14Z [----] followers, 26.6K engagements


"Newest out. Rock On"  
[X Link](https://x.com/anyuser/status/1802358818522771567)  2024-06-16T15:13Z [----] followers, 15K engagements


"I'm thrilled with what Invariant has grown into and has the potential to turn into. It has allowed me to connect with so many incredible people over the last [--] years. Newest out. Rock On. https://t.co/7sYrybrSy5 Newest out. Rock On. https://t.co/7sYrybrSy5"  
[X Link](https://x.com/anyuser/status/1802360646752702804)  2024-06-16T15:20Z [----] followers, 11.9K engagements


""For Philip Morris and Altria their margins are high returns on equity and capital are high"- -"Given the non-zero chance of a nicotine renaissance aided by less harmful products we do not think the future for these companies is as dim as the market seems to think." Read my buddy @yesandnotyes quarterly letter on $PM $POOL $UNH $ZTS $ORLY and much else https://t.co/ezTbEjo9s5 https://t.co/COXB3Kgyvw Read my buddy @yesandnotyes quarterly letter on $PM $POOL $UNH $ZTS $ORLY and much else https://t.co/ezTbEjo9s5 https://t.co/COXB3Kgyvw"  
[X Link](https://x.com/anyuser/status/1815518407946870803)  2024-07-22T22:44Z [----] followers, 12.9K engagements


"Newest out. Haypp Group: Further $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/DevinLaSarre/status/1825169190451352022)  2024-08-18T13:53Z [----] followers, 33.1K engagements


"Newest out Haypp Group: Rerouting $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1855665068744052746)  2024-11-10T17:33Z [----] followers, 12K 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. The Nicotine Basket $MO $PM $BTI $IMBBY $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/1875928312406774161)  2025-01-05T15:32Z [----] followers, 17.6K 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. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1761770266084941915)  2024-02-25T15:08Z [----] followers, 124.5K engagements


"Episode [--] We discussed the history of Nestl including the origins of the company in [----] a key merger brands new segments and more"  
[X Link](https://x.com/anyuser/status/2023762156957601901)  2026-02-17T14:11Z [----] followers, [---] engagements


"Newest out. British American Tobacco: Flexible $BTI $PM $IMBBY $MO $STG $HAYPP"  
[X Link](https://x.com/anyuser/status/2023048732183343427)  2026-02-15T14:56Z [----] followers, [----] engagements


"30 yrs ago Apple cut Mac prices up to 30% in an effort to grow market share. The move led to huge losses & almost BKed the company. If a CEO says market share is more important than profits it's a huge 🚩 https://www.tampabay.com/archive/1996/11/01/apple-cuts-power-mac-prices/ https://www.tampabay.com/archive/1996/11/01/apple-cuts-power-mac-prices/"  
[X Link](https://x.com/anyuser/status/2023054628884226479)  2026-02-15T15:19Z 37.8K followers, [----] engagements


"Long runway for pouches. In August: "I believe the single most critical consideration for the potential of online penetration is consumption frequency on the individual user level." I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM $MO https://t.co/TGMrIPGods I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more"  
[X Link](https://x.com/anyuser/status/2022737605486612959)  2026-02-14T18:20Z [----] followers, [----] engagements


"I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM $MO"  
[X Link](https://x.com/anyuser/status/2022113260905156650)  2026-02-13T00:59Z [---] followers, 12.9K engagements


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


"New Post: I list what I think are the traits of an ideal industry (eg pricing power recurring revenue economically agnostic) and offer a case study of such an industry. Enjoy https://fortunefinancialadvisors.com/lawrence-hamtil/the-traits-of-an-ideal-industry/ https://fortunefinancialadvisors.com/lawrence-hamtil/the-traits-of-an-ideal-industry/"  
[X Link](https://x.com/anyuser/status/2019493535829909524)  2026-02-05T19:29Z 37.8K followers, 22.9K engagements


"R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER IV A: THE BARBARIANS 1986-1988 https://open.substack.com/pub/genehoots/p/r-j-reynolds-tobacco-150-years-of-d0dr=izd5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/genehoots/p/r-j-reynolds-tobacco-150-years-of-d0dr=izd5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2018731873363522038)  2026-02-03T17:02Z [---] 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. Edgar M. Cullman's Brilliance The End $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/anyuser/status/2015473951107858491)  2026-01-25T17:16Z [----] followers, [----] engagements


"Had Edgar made only slightly different choices the trajectory of the entire tobacco industry would have radically altered. General Cigar's brands and marketing directly shaped multiple categories throughout the 20th century. Dealing with Swedish Match plotted the eventual course for (and pace of) ZYN's rise in the US and $PM's eventual purchase. GC in the hands of Swedish Match also directly affected Altadis's trajectory and strategy. Then there is an alternate reality in which $IMBBY never bought or sold Altadis and in which it had a different business mix and cap allocation. And obviously"  
[X Link](https://x.com/anyuser/status/2015479478705655838)  2026-01-25T17:38Z [----] followers, [----] engagements


"R. J. REYNOLDS TOBACCO: [---] YEARS OF EVOLVING CULTURE CHAPTER III: NEW CHALLENGES NEW MANAGEMENT 1961-1985 https://open.substack.com/pub/genehoots/p/r-j-reynolds-tobacco-150-years-of-e26r=izd5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/genehoots/p/r-j-reynolds-tobacco-150-years-of-e26r=izd5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2013659523504836830)  2026-01-20T17:06Z [---] followers, [----] engagements


"Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx"  
[X Link](https://x.com/anyuser/status/2013330319827431657)  2026-01-19T19:18Z 10.2K followers, 18.3K engagements


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


"Typical microcap PR 😆 https://t.co/U1mwlOBVlm Typical microcap PR 😆 https://t.co/U1mwlOBVlm"  
[X Link](https://x.com/anyuser/status/2011964925392965725)  2026-01-16T00:53Z [----] followers, [----] engagements


"Typical microcap PR 😆"  
[X Link](https://x.com/anyuser/status/2011813248027259290)  2026-01-15T14:50Z 284K followers, 58.2K engagements


"Newest out. Edgar M. Cullman's Brilliance $STG $PM $BTI $IMBBY $MO $HAYPP"  
[X Link](https://x.com/anyuser/status/2010402704724570535)  2026-01-11T17:25Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing