Imperial Brands: Offers Value, But The Air Is Getting Thinner

Group 1 - The article discusses the investment strategy of a seasoned value investor, Philipp, who focuses on identifying undervalued companies with a significant margin of safety and attractive dividend yields [1] - Philipp's investment approach includes a global perspective, not limiting to specific sectors or countries, but emphasizing companies that he thoroughly understands for future growth potential [1] - The analysis highlights that share buybacks are expected to accelerate earnings per share (EPS) growth for Imperial Brands to a range of 6-7% [1]