Devin LaSarre
@DevinLaSarre
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Following
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Strategist, designer, investor. Robust brands, regulation, and busted narratives. Valuation matters. Writing on all things finance at https://t.co/mB0WHAywdX
Illinois, USA
Joined January 2021
Newest out. Haypp Group: Ahead of the Nicotine Pouch Megatrend $HAYPP $PM $BTI $MO $IMBBY $STG
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R. J. REYNOLDS TOBACCO: 150 YEARS OF EVOLVING CULTURE CHAPTER I: THE EARLY YEARS 1875-1925
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Newest out. Scandinavian Tobacco Group: A Tale of Two $STG $PM $BTI $IMBBY $MO $HAYPP
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Newest out. Scandinavian Tobacco Group: A Tale of Two $STG $PM $BTI $IMBBY $MO $HAYPP
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The latest @Pfdshares episode is a discussion with David Gearhart of Wilmington Holdings Corp, a private holding company of several insurance businesses. My favorite takeaway: not all growth is good growth! https://t.co/gqTfRlPTRF
preferredsharespodcast.com
Welcome to Episode 28 of the Preferred Shares Podcast.
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We recently interviewed David Gearhart, Chairman and CEO of Wilmington Holdings, about his journey building a private holding company for insurance businesses. Please enjoy!
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Newest out. Logista: And Paste $LOG $IMBBY $MO $PM $BTI $STG $HAYPP
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Newest out. Logista: And Paste $LOG $IMBBY $MO $PM $BTI $STG $HAYPP
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Part II of my history of cranberries and Ocean Spray is out right now. I hope everyone has a Happy Thanksgiving!
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R. J. REYNOLDS TOBACCO: 150 YEARS OF EVOLVING CULTURE - INTRODUCTION
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Newest out. Imperial Brands: Never Complacent $IMBBY $LOG $PM $BTI $MO $STG $HAYPP
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Newest out. Imperial Brands: Never Complacent $IMBBY $LOG $PM $BTI $MO $STG $HAYPP
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The latest @Pfdshares episode is in honor of World Fisheries Day: A discussion on salmon farming companies like Bakkafrost & MOWI with Marathon Asset Management's Nick Longhurst. Super fascinating how they apply capital cycle process to salmon farms. https://t.co/EjQJWmHXY9
preferredsharespodcast.com
Welcome to Episode 27 of the Preferred Shares Podcast.
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Episode 27! A Primer on Salmon Farming with Nick Longhurst of Marathon Asset Management Today is also #WorldFisheriesDay
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Newest out. Scandinavian Tobacco Group: Washed $STG $PM $BTI $IMBBY $MO $HAYPP
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Newest out. Scandinavian Tobacco Group: Washed $STG $PM $BTI $IMBBY $MO $HAYPP
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"We call on all countries to regulate every nicotine product as strictly as tobacco – including newer products like e-cigarettes" This is probably, without a doubt, one of the most ignorant sentences ever composed in the history of mankind.
Aggressive marketing of e-cigarettes and nicotine pouches is fueling a new wave of addiction among young people. This is not harm reduction – it’s profit-driven tactics by companies seeking to keep our kids addicted to nicotine. @WHO has released a new position paper on tobacco
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Very proud of how far @Pfdshares has come in just a couple years and 26 episodes. Thanks to all who listen and share.
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