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Altria: The Ultimate Balancing Act
Q4 2022 and Full-Year analysis and valuation
Devin LaSarre
22 hr ago
20
4
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Altria: The Ultimate Balancing Act
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January 2023
Peak Performance
What is greatness?
Devin LaSarre
Jan 29
30
2
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Peak Performance
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Lowest Common Denominator
The fruits of relative valuation.
Devin LaSarre
Jan 22
19
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Lowest Common Denominator
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Secret Sauce
Some businesses are in a league of their own.
Devin LaSarre
Jan 15
22
6
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Secret Sauce
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The Pits
A beautifully simple asset.
Devin LaSarre
Jan 8
28
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The Pits
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In Praise of Process
A new year and an old habit.
Devin LaSarre
Jan 1
29
9
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In Praise of Process
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December 2022
Tail-End Problems
Outcomes are never quite what we expect.
Devin LaSarre
Dec 25, 2022
23
3
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Tail-End Problems
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Forever is a Myth
Things become fuzzy the further you look out.
Devin LaSarre
Dec 18, 2022
29
10
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Forever is a Myth
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The Zuckerberg Flop
Innovation is always first ridiculed.
Devin LaSarre
Dec 11, 2022
30
8
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The Zuckerberg Flop
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WhatsApp: Meta's Next Growth Engine
A look at Meta's least appreciated asset.
Devin LaSarre
Dec 4, 2022
24
7
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WhatsApp: Meta's Next Growth Engine
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November 2022
Meta: Pain and Patience
Liking what everyone else loves to hate.
Devin LaSarre
Nov 27, 2022
35
6
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Meta: Pain and Patience
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United-Guardian: Taking Aim
Unknown microcap x catalyst x market chaos = ?
Devin LaSarre
Nov 20, 2022
12
4
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United-Guardian: Taking Aim
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