Devin LaSarre$13.9MFollowers@devinlasarre3dAltria: Rorschachhttps://invariant.substack.com/p/altria-rorschachinvariant.substack.comAltria: RorschachQ1'24 note.Blue ChipBullishDividendFundamentalEarningsBuy & HoldGrowthLongSocially Responsible (ESG)0123456789
Devin LaSarre$13.9MFollowers@devinlasarreMay 5Haypp Group: Pricing Gapshttps://invariant.substack.com/p/haypp-group-pricing-gapsinvariant.substack.comHaypp Group: Pricing GapsQ1'24 note.EarningsBullishGrowthBlue ChipBuy & HoldSocially Responsible (ESG)FundamentalLong0123456789
Devin LaSarre$13.9MFollowers@devinlasarreApril 28Philip Morris International: Product Positionhttps://invariant.substack.com/p/philip-morris-international-productinvariant.substack.comPhilip Morris International: Product PositionQ1'24 musings.Socially Responsible (ESG)GrowthBlue ChipBullishEarningsLongFundamentalDividend0123456789
Devin LaSarre$13.9MFollowers@devinlasarreApril 21Generational Smoking Banshttps://invariant.substack.com/p/generational-smoking-bansinvariant.substack.comGenerational Smoking BansEvaluating intent and likely shortcomings.Socially Responsible (ESG)0123456789
Devin LaSarre$13.9MFollowers@devinlasarreApril 14Indefensiblehttps://invariant.substack.com/p/indefensible-fda-califfinvariant.substack.comIndefensibleThe questionable testimony of FDA Commissioner Dr. Robert Califf.Socially Responsible (ESG)GrowthBlue ChipBullishBuy & HoldEarningsLongFundamentalDividend0123456789
Devin LaSarre$13.9MFollowers@devinlasarreApril 7Scandinavian Tobacco Group: Added Figureshttps://invariant.substack.com/p/scandinavian-tobacco-group-added-figuresinvariant.substack.comScandinavian Tobacco Group: Added FiguresOn trends and opportunities.Blue ChipSocially Responsible (ESG)BullishEarningsDividendLongFundamentalBuy & HoldGrowth0123456789
Devin LaSarre$13.9MFollowers@devinlasarreMarch 31OTIS: To Go Unnoticed$OTIShttps://invariant.substack.com/p/otis-to-go-unnoticedinvariant.substack.comOTIS: To Go UnnoticedFY'23 note following '24 Investor Day.DividendBlue ChipBullishEarningsLongBuy & HoldFundamentalSocially Responsible (ESG)Growth0123456789
Devin LaSarre$13.9MFollowers@devinlasarreMarch 24There Aren't Many John Middletonshttps://invariant.substack.com/p/john-middleton-black-and-mildinvariant.substack.comThere Aren't Many John MiddletonsExploring the history of a capital-light, highly profitable operation.DividendLongEarningsGrowthBuy & HoldSocially Responsible (ESG)BullishFundamentalBlue Chip0123456789
Devin LaSarre$13.9MFollowers@devinlasarreMarch 17Logista: Undisturbedhttps://invariant.substack.com/p/logista-undisturbedinvariant.substack.comLogista: UndisturbedQ1'24 note.Blue ChipLongBuy & HoldFundamentalSocially Responsible (ESG)BullishDividendGrowthEarnings0123456789
Devin LaSarre$13.9MFollowers@devinlasarreMarch 10Scandinavian Tobacco Group: Across the Boardhttps://invariant.substack.com/p/scandinavian-tobacco-group-across-the-boardinvariant.substack.comScandinavian Tobacco Group: Across the BoardFY'23 note.DividendBlue ChipBullishEarningsLongBuy & HoldFundamentalSocially Responsible (ESG)Growth0123456789