Altria

other on 3 shows · 0 statements across 0 episodes

Capital Allocators 4 Sourcery 3 TBPN 2

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Capital Allocators 4Sourcery 3TBPN 2

2026 1 mention in 1 episode
2025 2 mentions in 1 episode
2024 5 mentions in 2 episodes 3 per episode
2019 1 mention in 1 episode

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3 statements about Altria, every show

CAPITAL ALLOCATORS Assertion Supported
Jain: Altria outperformed Meta, Microsoft, and Amazon over the past five years
“Cigarette volume has been declining at seven, eight percent in US. And guess what, last five years? Altria has outperformed Mera. I think now Microsoft and Amazon last five years.”
Rajiv Jain Jun 8, 2026 ▶ 46:10 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
TBPN Assertion Supported
Investor bought NJOY out of bankruptcy, secured FDA approval, sold to Altria
“Later, a hedge fund guy actually buys the company out of bankruptcy, turns it around, gets it FDA approved, and sells it to Altria for like a couple hundred million dollars, or maybe actually a couple billion dollars, I think.”
John Coogan Jul 18, 2025 ▶ 14:59 E-Cigarettes: Now FDA-Approved?
SOURCERY Assertion Partly supported
Altria bought 30 percent of Juul for $13B at a $60B valuation
“At their peak, I think they were valued in like 60 ish billion dollars and Altria bought 30% of the company for like thirteen billion dollars. And so the majority of that went to pay a dividend to the investors and employees.”
John Coogan Jul 24, 2024 ▶ 17:21 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea

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