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![CatholicGOP2016 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::796234937603125249.png) CorvetteKid1969 [@CatholicGOP2016](/creator/twitter/CatholicGOP2016) on x XXX followers
Created: 2025-07-14 13:55:17 UTC

@antonykh1218 $JTI has some time given that they appear to have a long runway with discounts in the U.S.  $IMBBY also seems to have a decent global strategy after the 2020's reset.

But I think the transformation to NGPs/RRPs mandates bulking up.  And clearly, $MO can NOT be U.S.-only.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944757595484434530/c:line.svg)

**Related Topics**
[decent](/topic/decent)
[$imbby](/topic/$imbby)
[$jti](/topic/$jti)
[$mo](/topic/$mo)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/CatholicGOP2016/status/1944757595484434530)

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CatholicGOP2016 Avatar CorvetteKid1969 @CatholicGOP2016 on x XXX followers Created: 2025-07-14 13:55:17 UTC

@antonykh1218 $JTI has some time given that they appear to have a long runway with discounts in the U.S. $IMBBY also seems to have a decent global strategy after the 2020's reset.

But I think the transformation to NGPs/RRPs mandates bulking up. And clearly, $MO can NOT be U.S.-only.

XX engagements

Engagements Line Chart

Related Topics decent $imbby $jti $mo stocks consumer defensive

Post Link

post/tweet::1944757595484434530
/post/tweet::1944757595484434530