British American Tobacco and The Past, Present, and Future of the Nicotine Industry With Devin LaSarre

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Sep 9, 2022

Devin LaSarre, an expert on British American Tobacco and the nicotine industry, joins Brett and Ryan to discuss the company's business model, valuation, and the impact of declining smoking rates. They also explore the potential of next-gen tobacco products and the risks associated with investing in British American Tobacco.

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Introduction

00:00 • 3min

The Thriving Tobacco and Nicotine Industry: A Historical Overview

02:58 • 12min

Expert Interview Transcripts, British American Tobacco, and Its History

14:53 • 2min

The Impact of Declining Smoking Rates on British American Tobacco

16:31 • 8min

Chitchat Money Plus and Introduction to British American Tobacco

24:11 • 1min

Exploring the Potential of Next-Gen Tobacco Products

25:26 • 23min

Risks and Challenges in Investing in British American Tobacco

48:53 • 9min

British American Tobacco provides tobacco and nicotine products to consumers worldwide. The company operates under different brands including popular names such as Lucky Strike, Camel, Natural American Spirit, and Modern Oral brands. Listen as Brett and Ryan ask Devin questions about the company, its business model, and valuation. Enjoy the show!

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Interested to see more of Devin's work? Follow him on Twitter here: https://twitter.com/DevinLaSarre?s=20&t=8A1z1Kf9_AQJ7FW1hFP9dw

Timestamps

Industry | (4:05)

British American Tobacco | (14:51)

Business Segments | (24:10)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.