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Newest out. Nicotine in Japan $PM $BTI $MO $IMBBY $STG $HAYPP

This made me laugh:

I provide some long quotes and a brief summary of Preferred Shares Podcast latest episode on Beretta, but you really should listen to the full podcast! bit.ly/46h3Zkw

Big fan of what the Preferred Shares Podcast guys are doing!

Devin LaSarre wrote about Reynolds a few weeks ago... invariant.substack.com/p/foiled Here's an ad from January 1950 in the NYT

I came across this podcast with the great ⁦Rae Maile⁩ . So much wisdom here on both the tobacco sector and more widely how share prices work. Also an entertaining listen! podcasts.apple.com/gb/podcast/pre…

Episode 22! The Evolution of Dry Cleaning with GreenEarth Cleaning's Tim Maxwell

The latest Preferred Shares Podcast is an interview with Tim Maxwell, former CEO of GreenEarth Cleaning, a large distributor of silicon-based dry cleaning chemicals. We discuss the long history of professional laundry cleaning, industry headwinds and tailwinds, and a lot more.

Newest out. If You Can’t Send Money, Send Tobacco

Does tobacco have a future? cover of Business Week July 4, 1994 $PM $BTI $MO

Lawrence Hamtil Doug Ott and Devin LaSarre provide the beginning of the untold story of Amphenol $APH They cover the founder Arthur J. Schmitt and the journey of the company from its beginning in 1932, through WWII, through multiple acquisitions, and several times being acquired

I knew this one was gonna be a banger when potentiometers were mentioned more than once.

This podcast on the history of $APH is a real treat - it helps explain the corporate culture (why are they decentralized/why are they so focused on cost controls) and how vital $APH has been over the past century Lawrence Hamtil - looking forward to the second part

Newest out. The Nicotine Horizon $PM $BTI $MO $IMBBY $STG $HAYPP

Many know the story of Jay, Buffett, Graham & the Rockwood cocoa arb. Less seem to know what happened to after. I named my project after Rockwood not only because it involves the most creative deal, but was arguably Jay’s most important. New article out. Free for all to read.

I'm readying the first part of my own history of Amphenol $APH for tomorrow. Building off the recent Preferred Shares Podcast episode, I've got lots more details and anecdotes.

Newest out. Logista: Sustained $LOG $PM $BTI $IMBBY $STG $HAYPP $MO