Devin LaSarre on X
Newest out. Philip Morris International: Ho-hum Hrmm? $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/SF1OCjjdx1
NYSE
British American Tobacco p.l.c.
BTI
32 stories
$133B Market cap · 2026-10-30
Devin LaSarre on X
Newest out. Imperial Brands: Collapse $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/n7OxkJ7DQj
A Qualitative Primer on the Nicotine Pouch Space
Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.
Devin LaSarre on X
Newest out. British American Tobacco: Harvest $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/IjOEe4izVz
British American Tobacco: Harvest
British American Tobacco’s U.S. reset revives combustibles and rebuilds its nicotine-pouch portfolio after legacy-brand writedowns and Velo…
Barbarian Capital on X
$PM $BTI $MO U.S. Regulators Plan Major Move to Speed Authorizations of Vapes, Tobacco Pouches https://t.co/aaQ7DSzIvP
Devin LaSarre on X
Newest out. Imperial Brands: On the Table $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/3r40Fd1sOv
Farmer on X
Asking Astra why Value shows up as the top factor for $MO, but doesn't show up as a factor for $PM or $BTI at all: https://t.co/xGCtAwuWGt
Devin LaSarre on X
Newest out. Escalation: Altria Steps Up to the FDA $MO $PM $BTI $IMBBY $HAYPP https://t.co/EA0iECIpSH
Devin LaSarre on X
Newest out. Scandinavian Tobacco Group: Shear "Q2'26 note." $STG $PM $BTI $IMBBY $MO $HAYPP https://t.co/frArnxjq8I
Devin LaSarre on X
Newest out. Logista: Another Seed $LOG $PM $BTI $IMBBY $STG $HAYPP $MO https://t.co/G6dSAid8CP
Devin LaSarre on X
Newest out. Haypp Group: Welcome to the Jungle $HAYPP $PM $BTI $MO $IMBBY $STG https://t.co/KwDvNgLwKY
Devin LaSarre on X
Newest out. Altria: Gradient $MO $PM $BTI $IMBBY $HAYPP https://t.co/kACpd6LeuT
BAT: Two Steps Forward, Many Steps Back
British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…
Devin LaSarre on X
Newest out. British American Tobacco: Narrowed $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/EPt01RC0Kk
British American Tobacco: Narrowed
British American Tobacco targets 2 to 2.5x leverage by year-end as U.S. Vuse sales grow double digits and modern oral volumes rise 57.5% in…
Devin LaSarre on X
Newest out. Philip Morris International: Juggernaut $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/cVKgrcU86T
The Black Patch Tobacco Wars
The Black Patch Tobacco Wars show how American Tobacco’s buying power drove Kentucky and Tennessee farmers to organize against below-cost…
Devin LaSarre on X
Newest out. Pouches Poised for Prime Position $HAYPP $PM $BTI $MO $IMBBY https://t.co/GF4qYTJYXL
Devin LaSarre on X
Newest out. The Nicotine Window $PM $BTI $MO $IMBBY $HAYPP $STG https://t.co/dsPhltOzUN
Devin LaSarre on X
Newest out. Maker of Men "Buck Duke, American Tobacco, and an enduring legacy." $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/BwZC6I9Fth
Maker of Men
James B. Duke built American Tobacco into a monopoly, then extended his legacy through Duke Power and the Duke Endowment.
Devin LaSarre on X
Newest out. British American Tobacco: Affirmed $BTI $IMBBY $LOG $PM $MO $STG $HAYPP https://t.co/9BnZjicaDN
British American Tobacco: Affirmed
British American Tobacco targets more than GBP 50 billion of free cash flow by 2030 as Velo oral nicotine gains offset uneven vapor and…
Investor Letters
Letters that discuss BTI.
- Bireme Capital December 2023 Investor Letter December 2023 BTI $133B0ADF AAPL $5.1T
- Broyhill Asset Management The Broyhill Letter 2023.Q4 fourth quarter 2023 AVTR $12BBALL $17BBAX $13B
- Broyhill Asset Management The Broyhill Letter 2023.Q2 second quarter 2023 BAYRY $55BBTI $133BBUD $160B
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