#1438 Chris Pavese | Wall Street Investor on Bitcoin, Zyn, and Great Stocks
The Pomp Podcast
Investing in Tobacco: The Zyn Revolution
This chapter investigates the evolving investment landscape for Philip Morris, focusing on the growth of its product Zyn among younger consumers. It discusses the challenges and opportunities presented by regulatory scrutiny, ESG trends, and the decline of traditional tobacco consumption due to alternatives like vaping. The chapter highlights strategic innovations in smokeless tobacco and their potential to reshape market perceptions and valuations of tobacco companies.
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