In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco companies.

They detail the company's historical financial performance, including its revenue growth, profit margins, and capital allocation strategy. They also discuss Philip Morris' recent strategic moves, such as the acquisition of Swedish Match and the introduction of the Zyn nicotine product.

Despite the hype surrounding Zyn's growth, they highlight concerns about the company's profitability and the sustainability of its business model. Additionally, the hosts express their personal stance on investing in tobacco companies. The episode serves as a deep dive into the financials and strategic direction of Philip Morris, offering valuable insights for potential investors.

00:00 Introduction to Philip Morris

00:20 Overview of Philip Morris and Its Products

01:24 Financial Health and Maturity of Philip Morris

03:27 Profit Margins and Financial Insights

04:44 Geographical Revenue Breakdown

08:08 Capital Allocation and Debt Management

09:46 Zyn's Impact and Market Trends

13:48 Challenges and Future Outlook

27:02 Ethical Considerations and Personal Reflections

30:43 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

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What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

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