Invariant
Subscribe
Sign in
Home
Archive
About
Haypp Group: Ahead of the Nicotine Pouch Megatrend
Comprehensive analysis and valuation of a secular growth story.
Feb 25, 2024
•
Devin LaSarre
90
46
8
Latest
Top
Discussions
Edgar M. Cullman's Brilliance
Consistency, cunning, and cigars.
Jan 11
•
Devin LaSarre
13
2
3
2026 Nicotine Basket Snapshot
Concise industry points.
Jan 4
•
Devin LaSarre
12
5
1
Fecundity
2025 year-end note.
Dec 28, 2025
•
Devin LaSarre
16
6
1
Foreshocks
U.S. nicotine pouch market update.
Dec 21, 2025
•
Devin LaSarre
9
8
1
British American Tobacco: Stoking the Fire
2025 pre-close note.
Dec 14, 2025
•
Devin LaSarre
13
5
1
Scandinavian Tobacco Group: A Tale of Two
CMD 2025 note.
Dec 7, 2025
•
Devin LaSarre
6
2
1
Logista: And Paste
FY'25 note.
Nov 30, 2025
•
Devin LaSarre
10
1
1
See all
Invariant
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Subscribe
Recommendations
View all 33
Buyback Capital
Forbes Jamieson
Compounding Quality
Compounding Quality
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Flyover Stocks
Todd Wenning
Overlooked Alpha
Overlooked Alpha
Invariant
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
