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United-Guardian: Caught in the Storm
Revisiting the precariously positioned nanocap.
 • 
Devin LaSarre
2
May 2023
Meta: The Foundation
Revisiting and distilling the core thesis.
 • 
Devin LaSarre
8
British American Tobacco: A Great Divergence
Dissecting disparities between narratives and fundamentals.
 • 
Devin LaSarre
14
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.
 • 
Devin LaSarre
16
What Gives You Opportunities
Lessons from the Berkshire Hathaway weekend.
 • 
Devin LaSarre
5
April 2023
Altria: One More Step
A comprehensive look at Q1 2023 results.
 • 
Devin LaSarre
13
Philip Morris International: The High End of Low
Analyzing Q1 2023 results.
 • 
Devin LaSarre
13
Gravitational Collapse
Investing in anti-bubbles.
 • 
Devin LaSarre
1
United-Guardian: Durable Dollars
An enduring, high-yield nanocap.
 • 
Devin LaSarre
2
The Jaws of Consequence
“It must be a poor life that achieves freedom from fear.” - Aldo Leopold
 • 
Devin LaSarre
2
March 2023
Altria Investor Day 2023
Distilling what matters.
 • 
Devin LaSarre
4
Altria's NJOY Acquisition
Is this a good deal? Good for who?
 • 
Devin LaSarre
2
© 2023 Devin LaSarre
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