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That's an amazing analysis

Just want to say I think you did an excellent job with this video!

Literally kills its customer base slowly, while getting regulated out of existence. Might as well smoke your money.

Great stuff m8. Your channel deserves many more subs.

Very good video, I liked it. Only I would include in the analysis the comparison with the competitors. If you go to EPS normalized Philip Morris ie is crunching BATS. Explaining why and so on, it can give more light about BATS position in the world compared to their competitors. Thanks!! Very good one. I am already suscribing to your channel!

I don’t think cvs or Walgreens would go out of business if anything a merger could be possible. You don’t want Amazon moving in on the drugs & healthcare sector the way WBA does

Can you do a video on BEN ?

My cost basis is $36.. only like 55 shares, but I'm lowering my average at around the $20 mark. I don't see Walgreens at a dumpster fire. People always need prescriptions and Walgreens is a leader.

The last piece of wisdom at the end was amazing. 👏

I am disappointed by WBA. The Walgreens near me has a better selection and better chance of finding things in-stock than the CVS across the street. Also, ordering from Walgreens for delivery is more convenient and sometimes better deals than CVS.

Yeah keep it up! Enjoying your content!

Nice video! Do you have BAT shares yourself?

Look at borr drilling

Sitting with 7515 shares now. i will stick to em and reinvest all divs on these levels!

I want to know what you say about BTI stock . Because I have bti shares(BATS)。but my English is bad. I can not understand your video content. So should i sell my bti shares?

You did an absolutely incredible job with this!

Thanks, for the analysis. I learned a couple of new things despite being familiar with the company. I think an important point that could have been touched upon in more detail could be corporate governance and management in BTI, specifically with regard to capital allocation outside of the Reynolds acquisition and the recent personnel changes. That being said you did a stellar job overall!

Excellent industry analysis. WIth regard to British American Tobacco I think it is worth mentioning their stake in ITC

Ty for this analysis, very usefull!

Hands down best analysis on BAT on youtube (and I have watched an awful lot plus done more research on this stock and the industry than any other of my holdings) You literally have mentioned every important fact I can think of plus some adds and twists that I have neglected/ forgotten about due to being a relative beginner to investing. So I am massively impressed! Also so glad you have a new video out! Found you during my BAT research phase due to the huge Reynolds write-down and as much as I liked the quality of your videos as much was I disappointed there were only so few of them with years in between postings. Glad I subscribed back then cuz this is what got my attention to your video today. Keep it up!

Maybe the Production Inside the Same Factory of "Suicide Squad" Ciggarette that is Same Design(Box), is the Story different or hidden - "there is very few ciggs.", even cant plant as "ruling movement" exist maybe will be speaking about fairness(even if not their country - from jealousy). This is like a lie, investment to cigg. Companies like not needed and owner will maybe like to be owner Alone unless a new brand new fertilizers right becomes new taste? Like 2 companies i ever idea to try make a new tobacco taste about smoothness - chocolate tobacco and dunhill maybe. There is a new city "forest city" which looks like will be nice if have a new tobacco also, a new biz place that looks nice to maybe make a new tobacco taste will be nice - because i imagine lighter life like "boating to it"(to have no ruling movement but common sense of normal life again: can ride boats as it is created for sea travelling), maybe they display to other countries that "singapore dislike to use boat"?

How the f... are you only at 851 subs... Some true quality analysis right here... Straight to the point with no bs talking.... Great comparisons with all the brands that truly matter! Wow dude! Mad respect !!! Keep it up. Would love to see a analysis of the same brands after like lets say 2025 to see how it played out for the companies and/or the stock prices :)

Excellent analysis

Great research video! Thanks for sharing

Please continue these, super informative

Hope they survive i dont want to buy a shitty AMD cpu

Sorry, you made a big mistake on VTRS.

this channel is criminally under subscribed

You can't unsmoke the world if you did that you'd have to delete things that were made such as coal & fire but your just a human & last time humans can't delete Coal & fire

I don't smoke the only thing I smoke is Oxygen & love baby

This was a stellar industry analysis. Keep it up and you'll have 50,000 subscribers down the line, no doubt.

Love everything except the debt

SAMSUNG TSMC NVDIA AND AMD WILL EMERGE THESE YEARS TO COME AND THEY WILL RRPKACE INTEL

you can not say that intel is too big to fail many companies that were big before went bankrupt like nokia motorola

intel k is w sinking ships for 5-6 yrs already and cutting or laying off thousands of emloyess jobe is a very very bad indicators that intel has no big cash flows reserves and is having a hard times in maintaining their previos status as numbe one in the chips making thry have borrowed 20billion dollars for a building another plant in arizona or texas how can you say that intel have an abundance of cash to revive or be able to return or turn around

I am personally invested in Intel, because of new management.

I've been buying Intel share every months this year and I've become a bit bias in thinking that this is a great stock. Its good to hear both the pros and the cons.

Really complete analysis!

Very good video, you should make a current video with the company current status. A lot has changed, especially for BAT

Some interesting points, sounds like a solid business model. ... But that balance sheet really hurts to look at! Net debt equivalent to about 50% of their market cap and 10 years of free cash flow / net earnings. At the very least (as pointed out before) that needs to be accounted for in the fair value calculation and imo makes the current valuation totally unattractive. I would also not underestimate the risk that this causes in a raising interest rate environment ... at the very least this is going to impact profitability when they need to refinance (not sure how much of their debt is due near/mid-term). What puzzled me at first is their equity position. It is strongly negative and comes from their negative retained earnings position which is also growing (higher negative numbers) over time. That should not happen to a profitable company, but the answer lies in their aggressive share buybacks on which they spend more than they earn. In the last 12 months, they spent 500M$ on buybacks (as you said, about 5% of their market cap) plus 150M$ on dividends while having net earnings of 450M$ or free cashflow of 400M$. In the same period their retained earnings changed by -190M$ ... fits together quite "nicely" ... (if you look further back it gets even worse) As solid as the operative business model may be, the capital management looks borderline suicidal to me. I don't regret being their customer, but I wouldn't touch the stock with a ten-foot pole!

Thank you for this video.

INTEL IS A DYING COMPANY