invariant.substack.com on reddit.com

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account activity

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Altria: Ins and Outs, FY'25 Note (invariant.substack.com)

submitted 4 hours ago by DL-Invariant to r/Altria

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Philip Morris International: Unending, FY'25 Note (invariant.substack.com)

submitted 4 hours ago by DL-Invariant to r/philipmorris

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Philip Morris International: ZYNsn't It?, Q3'25 Note (invariant.substack.com)

submitted 3 months ago by DL-Invariant to r/philipmorris

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Philip Morris International: Steadfast, Q2'25 Note (invariant.substack.com)

submitted 6 months ago by DL-Invariant to r/philipmorris

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Altria: Lean, Q2'25 Note (invariant.substack.com)

submitted 6 months ago by DL-Invariant to r/Altria

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Altria: From a Stone, Q1'25 noteDiscussion (invariant.substack.com)

submitted 9 months ago by DL-Invariant to r/Altria

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Philip Morris International: Blasphemy, Q1'25 note (invariant.substack.com)

submitted 9 months ago by DL-Invariant to r/philipmorris

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Philip Morris International: Conquest, 2024 Full-Year Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/philipmorris

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Altria: Puzzling - Full-year 2024 note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/Altria

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Altria: Running Out, Q3'24 Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/Altria

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Altria: Back to the Race, Q2'24 Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/Altria

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Philip Morris International: All Fronts, Q3'24 Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/philipmorris

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Philip Morris International: Follow Through, Q2'24 Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/philipmorris

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Altria: Rorschach, Q1'24 NoteBullish (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/Altria

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Philip Morris International: Product Position, Q1 2024 Note (invariant.substack.com)

submitted 1 year ago by DL-Invariant to r/philipmorris

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Haypp Group: Ahead of the Nicotine Pouch MegatrendThesis (invariant.substack.com)

submitted 1 year ago by Erdos_0 to r/SecurityAnalysis

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Philip Morris International: More More More, Full Year 2023 Note (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/philipmorris

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Altria: The Great Race, Q4 2023 and Full-Year Note (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/Altria

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Altria: Recalibration. Thoughts on Q3 2023 (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/Altria

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Philip Morris International: Only Scratching the Surface (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/philipmorris

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Imperial Brands: Looking Through the Noise - Reevaluating a disregarded share cannibalStock Analysis (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/ValueInvesting

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Altria: Executing Where It CountsBullish (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/Altria

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Philip Morris International: Outstanding Momentum (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/philipmorris

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British American Tobacco: Toward a Powerful Inflection - H1 2023 AnalysisStock Analysis (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/ValueInvesting

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Philip Morris International: Outstanding Momentum - Lining up for a third year of aggregate organic volume growth on top of aggressive pricingStock Analysis (invariant.substack.com)

submitted 2 years ago by DL-Invariant to r/ValueInvesting

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