Invariant | Devin LaSarre | Substack

Haypp Group: Ahead of the Nicotine Pouch Megatrend

Comprehensive analysis and valuation of a secular growth story.

Feb 25 •

Generational Smoking Bans

Evaluating intent and likely shortcomings.

Apr 21 •

The questionable testimony of FDA Commissioner Dr. Robert Califf.

Apr 14 •

Scandinavian Tobacco Group: Added Figures

On trends and opportunities.

Apr 7 •

OTIS: To Go Unnoticed

FY'23 note following '24 Investor Day.

Mar 31 •

There Aren't Many John Middletons

Exploring the history of a capital-light, highly profitable operation.

Mar 24 •

Logista: Undisturbed

Mar 17 •

Scandinavian Tobacco Group: Across the Board

Mar 10 •

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Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

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