# ![@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 [-----] +27%
- [--] Month [------] +65%
- [--] Months [------] -100%
- [--] Year [----------] +2,139%

### 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 [--] -10%
- [--] Month [--] -34%
- [--] Months [--] -4.60%
- [--] Year [---] -13%

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

- [--] Week [-----] +0.05%
- [--] Month [-----] -0.21%
- [--] Months [-----] +0.12%
- [--] Year [-----] +4.50%

### 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)  74.76% [cryptocurrencies](/list/cryptocurrencies)  41.75% [finance](/list/finance)  3.88% [technology brands](/list/technology-brands)  2.91%

**Social topic influence**
[$pm](/topic/$pm) #4, [$mo](/topic/$mo) #11, [$bti](/topic/$bti) #3, [$imbby](/topic/$imbby) #1, [$stg](/topic/$stg) #2, [$haypp](/topic/$haypp) #2, [british american tobacco](/topic/british-american-tobacco) #4, [$batsl](/topic/$batsl) #4, [$log](/topic/$log) 4.85%, [$otis](/topic/$otis) 3.88%

**Top accounts mentioned or mentioned by**
[@rhunterh](/creator/undefined) [@richardersted](/creator/undefined) [@lhamtil](/creator/undefined) [@adrianve1dt](/creator/undefined) [@dickiebushs](/creator/undefined) [@nicolascole77s](/creator/undefined) [@doombergt](/creator/undefined) [@eighttrack180](/creator/undefined) [@yesandnotyes](/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/$otis) [Metadium (META)](/topic/$meta) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Decentral Games ICE (ICE)](/topic/$ice) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Picard Medical, Inc. (PMI)](/topic/$pmi) [Basic Attention (BAT)](/topic/$bat) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Autozone Inc (AZO)](/topic/$azo) [Venice Token (VVV)](/topic/$vvv) [Reynolds Consumer Products Inc. (REYN)](/topic/$reyn) [PoolTogether (POOL)](/topic/$pool) [UnitedHealth Group (UNH)](/topic/$unh) [Zoetis Inc (ZTS)](/topic/$zts)
### 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 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. 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


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


"United-Guardian is a very weird very profitable nanocap. $UG"  
[X Link](https://x.com/DevinLaSarre/status/1644978695940067328)  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](https://x.com/DevinLaSarre/status/1650108708498690048)  2023-04-23T12:05Z [----] followers, 60K engagements


"Who else is excited to see $MO get cast into the depths of hell tomorrow"  
[X Link](https://x.com/DevinLaSarre/status/1651347663927889922)  2023-04-26T22:08Z [----] followers, 34.2K 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


"New piece out on S u b s t a c k. Meta: The Foundation $META"  
[X Link](https://x.com/DevinLaSarre/status/1662761763400556544)  2023-05-28T10:04Z [----] followers, 11.5K 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](https://x.com/anyuser/status/1666120328844591104)  2023-06-06T16:30Z [----] followers, 13.5K 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


"Newest piece out. Writing for the Long Run. Invariant is crossing [----] subscribers at the 1-year mark"  
[X Link](https://x.com/DevinLaSarre/status/1667832283049369602)  2023-06-11T09:52Z [----] followers, 36.7K 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


"The worst hand in poker is the second-best hand. Thinking about this often. h/t @rhunterh"  
[X Link](https://x.com/DevinLaSarre/status/1674404313483943936)  2023-06-29T13:07Z [----] followers, 43K engagements


"Newest piece out. Scandinavian Tobacco Group: The Artisanal Serial Acquirer"  
[X Link](https://x.com/DevinLaSarre/status/1675455781385142272)  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](https://x.com/anyuser/status/1682087374921015305)  2023-07-20T17:57Z [----] followers, 32.3K 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


"OTIS: The Next Phase $OTIS"  
[X Link](https://x.com/anyuser/status/1693229334905966957)  2023-08-20T11:51Z [----] followers, 10.6K engagements


"Newest out: Scandinavian Tobacco Group: Liberation $STG $MO $BTI $PM"  
[X Link](https://x.com/DevinLaSarre/status/1700834157113311556)  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](https://x.com/DevinLaSarre/status/1703376255167435133)  2023-09-17T11:52Z [----] 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


"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. Philip Morris International: Only Scratching the Surface $PMI $MO $BTI $IMBBY"  
[X Link](https://x.com/anyuser/status/1716062841952706595)  2023-10-22T12:03Z [----] followers, 18.6K 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. Philip Morris International: More More More $PM $MO $BTI $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1756670909400629725)  2024-02-11T13:25Z [----] followers, 30.5K 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. 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


"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. 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


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


"Been busy. Got married"  
[X Link](https://x.com/DevinLaSarre/status/1799429493314236652)  2024-06-08T13:13Z [----] followers, 14.4K 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/DevinLaSarre/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/DevinLaSarre/status/1799792212055847383)  2024-06-09T13:14Z [----] followers, 26.6K 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. 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. 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. 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 Haypp Group: Rerouting $HAYPP $PM $BTI $MO $IMBBY $STG"  
[X Link](https://x.com/anyuser/status/1855665068744052746)  2024-11-10T17:33Z [----] followers, 12K 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 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


"@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


"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


"People constantly shout that the tobacco industry is doomed. Are they correct I dont think so and I believe there is compelling data that explains why. $PM $BTI $MO $SWMA https://invariant.substack.com/p/the-new-era-of-nicotiner=1i3d9i&s=w&utm_campaign=post&utm_medium=web https://invariant.substack.com/p/the-new-era-of-nicotiner=1i3d9i&s=w&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1553789249920671745)  2022-07-31T17:06Z [----] followers, [---] engagements


"BAT's new categories are winning consumers. $BTI"  
[X Link](https://x.com/anyuser/status/1564777911160291329)  2022-08-31T00:51Z [----] 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


"WhatsApp almost failed. Now it's likely to become Meta's next growth engine. $META https://open.substack.com/pub/invariant/p/whatsapp-metas-next-growth-enginer=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/whatsapp-metas-next-growth-enginer=1i3d9i&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/DevinLaSarre/status/1599423853523976192)  2022-12-04T15:22Z [----] 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/DevinLaSarre/status/1601932899686694912)  2022-12-11T13:32Z [----] followers, [---] engagements


"Altria: The Ultimate Balancing Act Q4 [----] and Full-Year analysis and valuation $MO $PM $BTI https://open.substack.com/pub/invariant/p/altria-the-ultimate-balancing-actr=1i3d9i&utm_campaign=post&utm_medium=web https://open.substack.com/pub/invariant/p/altria-the-ultimate-balancing-actr=1i3d9i&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/DevinLaSarre/status/1622154538705715200)  2023-02-05T08:45Z [----] followers, 36.2K engagements


"@rhunterh Dude sees positive EV off a single round of Russian Roulette so he pulls the trigger [--] times. Brilliant"  
[X Link](https://x.com/DevinLaSarre/status/1625649873679777794)  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](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


"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


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


"Newest piece out. Second-Hand Retail: A First-Class Market $WINA $SVV"  
[X Link](https://x.com/anyuser/status/1672908285014593537)  2023-06-25T10:03Z [----] followers, 40.5K 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/DevinLaSarre/status/1675465738943864833)  2023-07-02T11:25Z [----] followers, 16.5K 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](https://x.com/anyuser/status/1682087470039441414)  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](https://x.com/anyuser/status/1682540898649878530)  2023-07-21T23:59Z [----] followers, [----] engagements


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


"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


"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


"$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


"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


"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. 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


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


"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


"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


"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


"Newest out. Intercontinental Exchange: The Green Light $ICE $BKI $CSU"  
[X Link](https://x.com/DevinLaSarre/status/1695763027306397938)  2023-08-27T11:39Z [----] followers, [----] engagements


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

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