Who’s evilmaxxing their portfolios?
Here’s my thesis (thanks ai slop bot)- Tailwinds ->ZYN MRTP approval pending. would be the first tobacco product in history legally permitted to advertise “lower risk of cancer” vs. cigarettes; not priced by markets>Synthetic nicotine (BAT Velo Plus) could escape GICS tobacco classification entirely, unlocking ESG capital flows at scale.>FDA pilot program actively fast-tracking pouch PMTAs. regulatory posture structurally reversed under current administration.>Nicotine pouches organically embedding in finance/tech workplace culture without company-driven marketing- headwinds - >Federal flavor ban remains the single largest binary risk. It would collapse the NGP growth thesis across all names simultaneously.>No 10-year safety data exists; one adverse cohort study could trigger rapid regulatory reversal.> ESG exclusion lists continue suppressing institutional capital regardless of financial performance. the re-rating catalyst is regulatory, not financial, and timing is unpredictable
>>62182861BTI was a buy at $30 and 10% yield. im less interested at current prices.
>>62182861everyone should
>>62182867MO is too pumped to buy however. still a divvy king but fuck buying it 150% extended from the 200. otherwise a great stonk. ppl got rich of MO leaps the last couple years.
anyone bullish on liqor? BF.B, DEO?i know drinking is declining but the stocks have cratered also.... at a certain price there should be some value there.
I’m a bit of a scumbag myself T.hold 400 shares of MO
>>62182879>MO is too pumped to buy however.why didn't you buy it years ago when it was much cheaper?
>>62182882>at a certain price there should be some value thereNot until gen z starts drinking heavily. Alcohol demand is sagging because it's interacting with the boomers' medications so they're having to cut back on their bottle-a-day habit.
>>62182882during recessions people always drink more, it might be a good choice
I'm evilmaxxing by owning a liquor store. Nothing less elastic than selling an addiction. We even stayed open during Covid because we were an essential business lmao.
You guys are dimwitted and invest based on vibes and feels.
>>62183664i agree gen z is not drinking. its an issue for these stocks>>62183669true true
This is hilarious because I started evilmaxxing my folio too, drones, cigarettes, alcohol, gambling, guns, bombs, fracking, spying, advertisements.
>>62182861I made money on British Tobacco years ago. Nothing evil about it.
The tobacco industry is shrinking as illegal cigarettes have become the majority of the market due to over regulation. You'd be a fool to invest in legal cigarettes now.
>>62183657>why didn't you buy it years ago when it was much cheaper?i'll have my chance again anon don't worry
