SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing

Jul 23, 2021

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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.

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