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United-Guardian: Caught in the Storm
Revisiting the precariously positioned nanocap.
11 hr ago
•
Devin LaSarre
14
2
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United-Guardian: Caught in the Storm
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May 2023
Meta: The Foundation
Revisiting and distilling the core thesis.
May 28
•
Devin LaSarre
39
8
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Meta: The Foundation
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British American Tobacco: A Great Divergence
Dissecting disparities between narratives and fundamentals.
May 21
•
Devin LaSarre
46
14
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British American Tobacco: A Great Divergence
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The Real Story of Buffett, Berkshire, and Tobacco
The lesser-known history of BRK's tobacco investments and the moral line drawn by Warren Buffett and Charlie Munger.
May 14
•
Devin LaSarre
47
16
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The Real Story of Buffett, Berkshire, and Tobacco
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What Gives You Opportunities
Lessons from the Berkshire Hathaway weekend.
May 7
•
Devin LaSarre
43
5
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What Gives You Opportunities
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April 2023
Altria: One More Step
A comprehensive look at Q1 2023 results.
Apr 30
•
Devin LaSarre
22
13
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Altria: One More Step
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Philip Morris International: The High End of Low
Analyzing Q1 2023 results.
Apr 23
•
Devin LaSarre
37
13
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Philip Morris International: The High End of Low
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Gravitational Collapse
Investing in anti-bubbles.
Apr 16
•
Devin LaSarre
30
1
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Gravitational Collapse
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United-Guardian: Durable Dollars
An enduring, high-yield nanocap.
Apr 9
•
Devin LaSarre
28
2
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United-Guardian: Durable Dollars
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The Jaws of Consequence
“It must be a poor life that achieves freedom from fear.” - Aldo Leopold
Apr 2
•
Devin LaSarre
21
2
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The Jaws of Consequence
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March 2023
Altria Investor Day 2023
Distilling what matters.
Mar 26
•
Devin LaSarre
29
4
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Altria Investor Day 2023
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Altria's NJOY Acquisition
Is this a good deal? Good for who?
Mar 19
•
Devin LaSarre
21
2
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Altria's NJOY Acquisition
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