Tobacco

All About Tobacco

Each archive contains the following sections: General, YouTube, Write-Ups, Tweets, Podcasts, and Miscellaneous.

As I come across a relevant piece, it will be added.

Happy perusing.

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Last Updated: 05/25/22

General

• A Brief Overview of the Tobacco Industry in the Last 20 Years

YouTube

Write-Ups

• The LT3000 Blog: The Art of Worldly Wisdom, Smoking, and British American Tobacco

• Credit Bubble Stocks: Thoughts on Big Tobacco and Compendium of Tobacco Books Read in 2021

TOBACCO STOCKS - AN UPDATE

Tweets

BWK Capital @BwkCapital

@a_hoots articulates the bull thesis for Tobacco. In my opinion the "tobacco" thesis is more based on the future of "nicotine", of which tobacco is just one form of delivery. Tobacco volumes are in decline, nicotine volumes are not. $BTI $PM $MO $SWMAY $TPB

Podcasts

Miscellaneous