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Discussions
Maker of Men
Buck Duke, American Tobacco, and an enduring legacy.
Jun 14
•
Devin LaSarre
13
2
2
British American Tobacco: Affirmed
H1'26 Pre-close note.
Jun 7
•
Devin LaSarre
25
2
2
May 2026
Scandinavian Tobacco Group: What If?
Q1'26 note.
May 31
•
Devin LaSarre
15
4
2
Imperial Brands: Solemn
H1'26 note.
May 24
•
Devin LaSarre
27
2
1
Haypp Group: Engine for the New Environment
Q1'26 note.
May 17
•
Devin LaSarre
21
2
Logista: Still Truckin'
H1’26 note.
May 10
•
Devin LaSarre
16
1
Altria: An Oral History
Q1'26 note.
May 3
•
Devin LaSarre
20
1
April 2026
Philip Morris International: Centered
Q1'26 note.
Apr 26
•
Devin LaSarre
22
2
2
Imperial Brands: An Ode to Zero
April Trading Update note.
Apr 19
•
Devin LaSarre
28
4
From the Soapbox
U.S. nicotine pouch market update.
Apr 12
•
Devin LaSarre
28
3
2
Joseph F. Cullman III: Driven, Part Four
When Philip Morris ventured beyond tobacco.
Apr 5
•
Devin LaSarre
19
2
March 2026
Joseph F. Cullman III: Driven, Part Three
The push for global conquest.
Mar 29
•
Devin LaSarre
25
1
1
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