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Logista: Just Over Ten
FY'24 note.
Nov 24
•
Devin LaSarre
19
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Logista: Just Over Ten
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Scandinavian Tobacco Group: Elusive
Q3'24 note.
Nov 17
•
Devin LaSarre
17
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Scandinavian Tobacco Group: Elusive
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2
Haypp Group: Rerouting
Q3'24 note.
Nov 10
•
Devin LaSarre
35
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Haypp Group: Rerouting
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12
Altria: Running Out
Q3'24 note.
Nov 3
•
Devin LaSarre
20
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Altria: Running Out
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3
October 2024
Philip Morris International: All Fronts
Q3'24 note.
Oct 27
•
Devin LaSarre
43
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Philip Morris International: All Fronts
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British American Tobacco: Refocused
Capital Markets Day 2024 note.
Oct 20
•
Devin LaSarre
24
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British American Tobacco: Refocused
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The Curious Case of Karelia
Contextualizing Greece's premier tobacco asset.
Oct 13
•
Devin LaSarre
46
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The Curious Case of Karelia
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10
United-Guardian: Through Hindsight
Revisiting thesis and (in)action.
Oct 6
•
Devin LaSarre
26
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United-Guardian: Through Hindsight
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6
September 2024
The Nicotine Anti-Bubble
The key driver of an industry.
Sep 29
•
Devin LaSarre
27
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The Nicotine Anti-Bubble
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7
Haypp Group: Tremors
Legal happenings.
Sep 22
•
Devin LaSarre
19
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Haypp Group: Tremors
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4
Nicotine Pouches: The US Front
Considerations for the US consumer.
Sep 15
•
Devin LaSarre
28
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Nicotine Pouches: The US Front
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11
The Invariant Path
The future of Invariant.
Sep 8
•
Devin LaSarre
32
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The Invariant Path
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14
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