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LAForeverHall's profile
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist. My investing articles: https://lizardbrain.substack.com/ 

Joined March 2012

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    Liz‏ @LAForeverHall May 13
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    How many shares of $MO do you need to own to be responsible for one death per year?

    4:47 PM - 13 May 2020
    • 7 Retweets
    • 103 Likes
    • ConvexityCap SpringrollApe Hunter Beduhn *c Jake Raden Gilberto Morales Steven M. W. Brock Briggs Joe Gambiste
    35 replies 7 retweets 103 likes
      1. New conversation
      2. alice maz‏ @alicemazzy May 14
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        Replying to @LAForeverHall

        ok I have to ask do the people in your social circles actually memorize all the stock symbols?

        2 replies 0 retweets 7 likes
      3. Nick Walker‏ @nw3 May 14
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        Replying to @alicemazzy @LAForeverHall

        It’s easier than you think! It’s definitely an east coast money kinda thing.

        1 reply 0 retweets 1 like
      4. 2 more replies
      1. New conversation
      2. Long Short Value‏ @LSValue May 13
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        Replying to @LAForeverHall

        Infinity, as owning any number of share of the company does not make you responsible for any deaths.

        1 reply 0 retweets 21 likes
      3. Post M.‏ @Post_Market May 13
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        Replying to @LSValue @LAForeverHall

        Bet you McDonalds is responsible for more deaths than Altria...

        6 replies 0 retweets 39 likes
      4. 3 more replies
      1. Will Kane‏ @Kane_1200 May 13
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        Replying to @LAForeverHall

        If the stock doesn’t start rising the death is going to be me.

        0 replies 1 retweet 26 likes
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      1. New conversation
      2. Atlas Research‏ @AtlasAlphaTrade May 13
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        Replying to @LAForeverHall

        It's an interesting question... another question is why a consumer staple that showed no signs of demand loss (indeed, the opposite) in its latest earnings call is being priced at under 10x earnings, while discretionary companies with clear demand challenges like $SBUX trade >20x

        2 replies 1 retweet 18 likes
      3. Manuel Mauricio‏ @manuelbean May 13
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        Replying to @AtlasAlphaTrade @LAForeverHall

        In 09 the cigs shipments declined 10%. If that happens (and the company isn't able o offset it w/ price), with today's debt, the net income will go down. W/ 80% guided payout ratio, dividend will go down. Both PE and Div. Yield will probably be higher and lower in such situation

        2 replies 0 retweets 5 likes
      4. 4 more replies
      1. New conversation
      2. Financial Tailor‏ @Financialtailor May 13
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        Replying to @LAForeverHall

        $MO is ESG now that we know it stops the Rona, please try to keep up.

        1 reply 0 retweets 21 likes
      3. Alex Pitti‏ @Alex__Pitti May 13
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        Replying to @Financialtailor @LAForeverHall

        They banned nicotine patches on France because of reports it could help with rona

        0 replies 0 retweets 4 likes
      4. End of conversation
      1. New conversation
      2. HoodRobin ™️‏ @LongneckCapital May 13
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        Replying to @LAForeverHall

        I couldn't possibly sell a product that would cause death, so I invest in companies and management who don't mind doing just that. It's definitely in the "Earth Fcker" sleeve of my personal account.

        1 reply 0 retweets 2 likes
      3. HoodRobin ™️‏ @LongneckCapital May 13
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        Replying to @LongneckCapital @LAForeverHall

        But I think the answer is a lot. I mean, how many packs does it take on average to kill someone? Is it $100k worth of cigarettes or 200k sticks over a lifetime? $MO has $11 sale/share so owning 9000 shares nets you about one body a year.

        1 reply 1 retweet 4 likes
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