Right now, Japan Tobacco is down due to a combination of lagging next-generation innovation and trouble with the Russian market (as somewhat of a double whammy, its next-gen product Ploom X was quite popular in Russia). That produced this very low price in the $8 range. My view is that the core rationale for tobacco’s outperformance remains in place and a lot of money can be made when investors change their view from “the world is going to end” to “well, maybe it’ll be okay.”
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Dios le oiga
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Ya tienes un nuevo discípulo 
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https://twitter.com/TCII_Blog/status/1512168358338494464?s=20&t=CsOSTCt_uqOCVsCSMfMIRw
Para los que les gusten las acciones aburridas.
“If 2020 was the era of oil stock purchases that gave way to the approximately mid-2020 through end of 2021 era of tobacco purchases, I am now in the era of streaming purchases. What negative oil prices and nicotine restrictions did to their respective sector’s pricing in the past two years, concerns about subscriber growth and content creation costs are creating a similar value opportunity now”
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