Philip Morris International

also referred to as: philip morris

5 statements across 3 episodes · 3 bullish · 2 bearish · 2 people on the record · first statement Jul 10, 2017 by Tom Russo · said 22 times in 5 episodes since 2017 · across every show →

Mentions by year

brought up most by Tom Russo (15), Ted Seides (5), Finny Kuruvilla (1), Eric Ries (1)

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Everything said about Philip Morris International, oldest first

Jul 10, 2017 bullish
Assertion Partly supported
Philip Morris's IQOS captured 25% of Japan's market in 18 months
“And as a result of those spending years, they developed a product that once launched, 18 months ago, has captured nearly 25% of markets in Japan, the first market it launched to. They've converted two million cigarette smokers to users of one of their new prod…”
Tom Russo Jul 10, 2017 ▶ 19:30 Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Jul 10, 2017 positive
Assertion Partly supported
Philip Morris invested $500 million annually into reduced-risk product research
“Philip Morris, four years ago, decided that they were going to take about half a billion dollars a year from their income statement. And deploy it into efforts to research and develop a reduced risk product set so that they could come to their consumers.”
Tom Russo Jul 10, 2017 ▶ 18:24 Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Mar 11, 2019 positive
Assertion Not checkable as stated
Russo: Philip Morris CEO expects $1 billion in savings from big data
“Even Philip Morris, when I met with the CEO in Switzerland in September, suggested that they'd have a billion dollar savings potential over the next several years. And when I asked him what it sourced from, he said, big data.”
Tom Russo Mar 11, 2019 ▶ 19:12 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 negative
Opinion
Russo: Juul's rise has increased business risk for Philip Morris
“I now know that with Juul's ascendancy, there is more risk to the business than there was when it was at a 120, and the product that they tried to launch was delayed, has consequences.”
Tom Russo Mar 11, 2019 ▶ 26:42 Thomas Russo – All About Google (Capital Allocators, EP.90)
Oct 12, 2023 negative
Assertion Supported
Kuruvilla: Philip Morris rates higher in ESG databases than lung cancer drugmakers
“So we have often marveled that Philip Morris, which is a widely known provisioner of cigarettes and tobacco, rates more highly on many of these databases than on companies that are actually trying to treat lung cancer.”
Finny Kuruvilla Oct 12, 2023 ▶ 22:03 Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
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