Devin LaSarre
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devinlasarre.bsky.social
Devin LaSarre
@devinlasarre.bsky.social
280 followers 56 following 150 posts
Strategist, designer, investor.

Robust brands, regulation, and busted narratives. Valuation matters.

Writing on all things finance at http://invariant.substack.com
Posts Replies Media Videos
devinlasarre.bsky.social
Philip Morris International: Product Position
invariant.substack.com/p/philip-mor...
April 28, 2024 at 12:45 PM
devinlasarre.bsky.social
Generational Smoking Bans
invariant.substack.com/p/generation...
April 21, 2024 at 1:54 PM
devinlasarre.bsky.social
Indefensible
invariant.substack.com/p/indefensib...
April 14, 2024 at 11:58 AM
devinlasarre.bsky.social
Scandinavian Tobacco Group: Added Figures
invariant.substack.com/p/scandinavi...
April 7, 2024 at 12:34 PM
devinlasarre.bsky.social
OTIS: To Go Unnoticed
invariant.substack.com/p/otis-to-go...
March 31, 2024 at 10:52 AM
devinlasarre.bsky.social
There Aren't Many John Middletons
invariant.substack.com/p/john-middl...
March 24, 2024 at 1:08 PM
devinlasarre.bsky.social
Logista: Undisturbed
invariant.substack.com/p/logista-un...
March 17, 2024 at 11:40 AM
devinlasarre.bsky.social
Scandinavian Tobacco Group: Across the Board
invariant.substack.com/p/scandinavi...
March 10, 2024 at 12:27 PM
devinlasarre.bsky.social
The Nicotine Arc
invariant.substack.com/p/the-nicoti...
March 3, 2024 at 12:23 PM
devinlasarre.bsky.social
Haypp Group: Ahead of the Nicotine Pouch Megatrend
invariant.substack.com/p/haypp-grou...
February 25, 2024 at 3:13 PM
devinlasarre.bsky.social
British American Tobacco: Shining Through
invariant.substack.com/p/british-am...
February 18, 2024 at 1:20 PM
devinlasarre.bsky.social
Philip Morris International: More More More
invariant.substack.com/p/philip-mor...
February 11, 2024 at 1:27 PM
devinlasarre.bsky.social
Altria: The Great Race
invariant.substack.com/p/altria-the...
February 4, 2024 at 1:31 PM
devinlasarre.bsky.social
The ZYNpocalypse
invariant.substack.com/p/zynpocalyp...
January 28, 2024 at 1:14 PM
devinlasarre.bsky.social
On Track
invariant.substack.com/p/on-track-p...
January 21, 2024 at 1:46 PM
devinlasarre.bsky.social
22nd Century Group: Answering the Wrong Question
invariant.substack.com/p/22nd-centu...
January 14, 2024 at 1:17 PM
devinlasarre.bsky.social
Logista: Old Roots, Green Sprouts
invariant.substack.com/p/logista-ol...
January 7, 2024 at 12:01 PM
devinlasarre.bsky.social
A Bet on the Future

The evolution of media, Invariant, and an outline for the next chapter.
invariant.substack.com/p/a-bet-on-t...
December 31, 2023 at 2:46 PM
devinlasarre.bsky.social
Toxic State
How the FDA is failing America
invariant.substack.com/p/toxic-state
December 24, 2023 at 7:38 PM
devinlasarre.bsky.social
Sum of the Arts
invariant.substack.com/p/sum-of-the...
December 17, 2023 at 1:01 PM
devinlasarre.bsky.social
British American Tobacco: Identity Crisis
invariant.substack.com/p/british-am...
December 10, 2023 at 12:43 PM
devinlasarre.bsky.social
United-Guardian: It’s All Relative
invariant.substack.com/p/united-gua...
December 3, 2023 at 1:01 PM
devinlasarre.bsky.social
Scandinavian Tobacco Group: Pockets
invariant.substack.com/p/scandinavi...
November 26, 2023 at 12:08 PM
devinlasarre.bsky.social
Imperial Brands: Mechanical Animal
invariant.substack.com/p/imperial-b...
November 19, 2023 at 10:35 AM
devinlasarre.bsky.social
Mars Incorporated: Inside America's Most Secretive Consumer Goods Empire
www.preferredsharespodcast.com/p/mars-incor...
November 17, 2023 at 1:26 PM