SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing
This week we have @sinstockpapi joining the Value Hive. We dive into why invests in sin stocks, what is limbic capitalism, everything you need to know about tobacco companies such as British Tobacco, what is the Lindy Effect, the bull and bear case for Swedish Match, his thoughts on ESG investing, and a Q&A from the FinTwit Community. Here is the time-stamp: [0:00] Who is @sinstockpapi? [4:30] Investment Philosophy [9:00] Understanding the Business as a Customer [13:00] Lessons Learned from the Covid 19 Crash [16:00] Sins Stock: What is Limbic Capitalism? [22:00] Sin Stocks’ Misconceptions: Tobacco [26:00] Making Money on Tobacco Stocks. [29:00] What It feels to have a Nicotine Withdrawal. [33:00] What is the Lindy Effect? [39:00] Sinstockpapi’s Portfolio [40:30] British Tobacco (BTI) [43:00] Who is Kenneth Darth? [44:00] The Bull Case for Swedish Match (SWMA) [49:00] The Bear Case for Swedish Match (SWMA) [52:00] ESG Investing [56:00] Twiter Q&A [57:00] Is TPB a future 10x Compounder? [1:02:00] Unlevered vs Levered Multiples when Analyzing Tobacco Companies [1:04:00] Favorite Juul Flavor? [1:05:00] Why is SWMA better than BTI? [1:07:00] Should Tobacco Companies Abolish Dividends? [1:09:00] Closing questions Make sure to check out SinStockPapi's new Substack here. We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support