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Haypp Group: Ahead of the Nicotine Pouch Megatrend
Comprehensive analysis and valuation of a secular growth story.
Feb 25, 2024 • Devin LaSarre
Edgar M. Cullman's Brilliance
Consistency, cunning, and cigars.
Jan 11 • Devin LaSarre
2026 Nicotine Basket Snapshot
Concise industry points.
Jan 4 • Devin LaSarre
Fecundity
2025 year-end note.
Dec 28, 2025 • Devin LaSarre
Foreshocks
U.S. nicotine pouch market update.
Dec 21, 2025 • Devin LaSarre
British American Tobacco: Stoking the Fire
2025 pre-close note.
Dec 14, 2025 • Devin LaSarre
Scandinavian Tobacco Group: A Tale of Two
CMD 2025 note.
Dec 7, 2025 • Devin LaSarre
Logista: And Paste
FY'25 note.
Nov 30, 2025 • Devin LaSarre
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Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
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