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4. To start, any factor representing a material financial risk to a firm can and should be included in traditional business, financial, and securities analysis—there is simply no need to create a new category, ESG, aside from incentive to market. If you focus on that, it becomes easier to tune out the noise. This one is a keeper and I appreciate your. By Callum Thomas (Weekly S&P500 #ChartStorm) Subscribe. I can’t help but think about China’s own food safety issues the past few decades. Talent will not: nothing is more common than unsuccessful men with talent. Education will not: the world is full of educated derelicts. 6 . ”. - Zig Ziglar. Business analysis. Nothing this good on SA on parsing MO’s new grand strategy. Jun 11 •. Get personalized recommendations, and learn where to watch across hundreds of. So the thing about crypto is that it has no real utility. They need fresh produce, they need fire detection despite economic cycles. Business analysis. I've lost count of how many times I've gone back to reread this piece. Quote Tweet. Thank you for your message. S. Some of the best advice anyone can get. 1 reply by Devin LaSarre. Strategist, designer, investor. Last Friday’s close was $12. 89. Surrounded by old, tall trees, with a light breeze, the wild sound…On leverage ratios and credit ratings: 06 Jun 2023 16:31:01“@kab604 @WavyCapital @AF_63A3 If the deal falls through, which again, is likely, all the opportunists looking to arb are likely to dump. Apr 19, 2022. Share this post. In 2018, Altria paid $12. That's precisely what leads to 'boring' outperforming. Activities and Societies: Presenter at 2010 National Conference on Undergraduate Research. 2008 - 2010. Subscribe. Investing. Liked by Devin LaSarre. British American Tobacco: A Great Divergence $BTI $BATS. The commercial was obviously not to convince the nay sayers to. FastPeopleSearch results provide address history, property records, and contact. Invaluable if you create content or ever communicate with other humans. Subscribe. As a filmmaker with a degree in Marketing, I must say that commercial was amazing. 9m follower assets. The Meat Eater podcast episode where they recount this story is a nail biter. It seems Meta is the company that many like to hate on, so much so that their share performance has an additional 'emotional margin'. Devin LaSarre. It is one of the most complete research reports I have ever seen, even though Devin is a. It employs 6-10 people and has $1M-$5M of revenue. 3%. Found email listings include: @devinlasarre. But manufacturers offset those declines by exercising tremendous pricing power - a dance that has lasted decades. Only issue I worry about is management. Q1 2022) 27 Apr 2023 12:13:45Devin LaSarre @devinlasarre 08/07/2022. Jan 1. Died: January 10, 2021; Crystal Lake. 1pp sequentially). Aug 7, 2022. ’”_ - Carmen M. Liked by Devin LaSarre. The capex, headcount, and user count diagrams perfectly tell your story -- costs are under control and users are not. Revenues net of excise taxes of $5. His keys to growth were publishing consistently on a schedule, using Twitter to self-promote, and thinking strategically about how he could apply his economic analysis skills to best serve his audience. In Margin Call, the movie about a bank stumbling its way through the heart of the Global Financial Crisis, there is a perfect scene where everyone at the bank is talking about their dire situation (hint: it’s very bad). CC Creative Services <25 <$5M. Regulatory Hurdles 2. Today we look at one of the early monetary experiments in the history. Detailed write-ups on 55+ public companies that have high return on incremental capital & long runway for reinvestment. Wonderful write-up! A quick question on the valuation methodology used in your DDM with Exit Multiple. Company C with a Price/Earnings ratio of 20. The perfect illustration of short-vol-gone-wrong. We are not as smart as we think :) True free markets protect us from this problem as multiple solutions are tried. Devin LaSarre. It's probably unpopular, but I honestly think sometimes people need to be a bit more selfish. Valuation. 2 . Devin LaSarre @DevinLaSarre. “@Codie_Sanchez When things look boring, people underestimate and discount. 13. 2% y/y. Devin LaSarre. Peter Lynch’s words perfectly crystallize what’s. You’re supposed to show that you're so. Absolutely ripping. Finance meets curiosity, creativity, and skepticism. Liked by Devin LaSarre. -based holding company with origins dating back to the mid-ninete…Just published on S u b s t a c k. While many proponents of ESG claim such initiatives will revitalize and invigorate capitalism, they may be doing so in the most unintended way. Devin LaSarre. ’”. Business analysis. Price hikes have largely offset cigarette volume declines, allowing ongoing, often growing, profitability. Meta: The Foundation. “The worst thing you can do after a test screening is slash it for the lowest common denominator. The faulty reasoning begins with the premise that lar…“@packyM Discord has a massive runway ahead of it. The Illinois Institute of Art-Schaumburg. Caribbean countries, such as Cuba and the Dominican Republic, are cited as having the highest quality tobacco1. Realms Uncharted. There is only one reason to pay any attention when they do: you can make a pile of money investing in. Devin LaSarre Crystal Lake, Illinois Freelance Graphic Design and Web Design Graphic Design Education The Illinois Institute of Art-Schaumburg 2011 — 2012 AAS, Graphic Design North Central College 2008 — 2010 BFA, Fine and Studio Arts McHenry County College 2006 — 2008 Experience 007 Stock Chat April 2011 - October 2012 . Today concludes the 2023 Berkshire Hathaway Shareholder Festival - a weekend packed full of energetic fanfare, opportunities to mingle, and the privileged experience of listening to the dynamic duo of Warren and Charlie, as well as the reputable Ajit Jain and Greg Abel. ”In Praise of Process. Services. Expand full comment. ”. According to Devin LaSarre of Invariant: “In India, the country with the greatest number of WhatsApp users, for example,. Expand full comment. com. Listen as Brett and. Liked by Devin LaSarre. Website Design Folsom <25 <$5M. Writes TSOH Investment Research Service . ”_“The powerful trajectory of our smoke-free business gives us confidence in a strong full-year performance with excellent operating income growth. Both of these products were. Well said. 29. Mini Monopoly. Valuation. Final Q&A during Q2 call perfectly highlights IQOS's superior position. . You've crushed it this cohort. Click to read Ian’s Insider Corner, by Ian Bezek, a Substack publication with hundreds of readers. ”. Copyright PolicyBy Devin LaSarre. 16. 21 May 2023 09:09:18Devin LaSarre. Menu. 8. The thesis was simple: The vertical transportation systems (VMS) space benefits from secular tailwinds including a growing global middle class and urbanization. ATT Impact 3. _“First is that we're in attractive markets. Valuation matters. But where is the heart of tobacco country?_“Time is a circus, always packing up and moving away. BFAFine and Studio Arts. 9m follower assets. Business analysis. Reply (1)Newest piece out. 10. Get your free consultation. Informative, well researched, and balanced writeup. Short-term continuance may be muted - some expenses. RT @SleepwellCap: both deals are contingent on the BKI/ICE merger closing which the FTC was trying to block. 4. Finance meets curiosity, creativity, and skepticism. Writes Vale Tudo . Menu. $15. I would put ESG investing in this bucket. She died on. ”The Perils of ESG . Top investors this monthThis discussion between @DoombergT and @philbak1 is one of the best things I've listened to this year. They need he…“$PM Cigarette Shipment Volumes (Q2 2023 -0. Bigger isn't always better, yet investors won’t stop obsessing over things like Total Addressable Market. 22. That lack of utility gets disguised by financialization schemes, and it usually goes a little somethi…Liked by Devin LaSarre Spent $36B on Metaverse/Reality Labs since 2019 so I wouldn't say small :) $9B this year alone. I hear that rather often and it implies to me that Tobacco doesn't price optimally. WhatsApp: Meta's Next Growth Engine. Reply. Copyright PolicyLiked by Devin LaSarre. Devin LaSarre. Jan 1. Share this post. See new Tweets. The content throttling is absolutely nuts. $20. Are they correct? I don’t think so, and I believe there is compelling data that explains why. 15. Excellent. ”_ - Upton Sinclair, The Jungle By all modern measures, the American diet in the late 19th century was d…Copyright Policy. May 14. Legal Disclaimer. Revisiting the precariously positioned nanocap. United-Guardian: Caught in the Storm. Joaquin Roibal. . Headlines and pundits continually tout that the tobacco industry is doomed. Web design and branding solutions tailored to grow your business and unlock brand value. “I believe that the tougher prioritization, discipline, and efficiency that we are driving across the organization will help us navigate the current environment and emerge an even stronger company. Fantastic analysis. com. Devin LaSarre. 27. RT @po_lightnin: So it is that some things are increased by being diminished, and others are diminished by being increased. Devin LaSarre. It's always worth a look at his newsletter, and the companies he discusses, even if you're not going to pull the trigger on them. “I didn’t have a computer until I was 19 - but I did have an abacus. - Devin LaSarre. False claims and improper ingredients were rampant. ”Devin LaSarre. I've lost count of how many times I've gone back to reread this piece. Devin LaSarre. The second-hand retail market is fragmented, recession-resilient, and is positioned to grow as consumers become more conscious regarding waste, leading to a growing stream of donated items, as well as growing. ESG "opponents" don't actually want purely Friedmanite managers blindly pursuing highest profits. Master painters have been known to scrape down canvases to use again or simply paint over completed compositions. Both reported their full-year 2022 results this past Thursday, 2/9/2023, and reactions were just as mixed as the numbers. The entirety of this site is for informational purposes only. Which would you rather buy? Company A with a Price/Earnings ratio of 5.