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Chris DeMuth's state of the markets May 2022

Yet Another Value Podcast

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Investing in Tobacco Is the Hard Button

i think this is a cool time for the stuff that we think about, and hopefully continues to work this here. One of the best places to invest over the past hundred years has been in tobacco wich. i feel like ese's going to push energy and more and more things into the category of philip morris,. Like investing, where it's onta great for investors a because of this weird anomaly of a supply and demand created on who's willing to invest in it. And so i think that if somebody is rational, self seeking and probablistic, i think that that mine set has been kind of a depressing verses a verses.

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