Philip Morris: ZYN And IQOS Are Killing The 'Tobacco Is Dead' Myth
Group 1 - Tobacco companies are facing a divided investor sentiment, with one group warning against investing due to declining smoking rates and the health-conscious nature of younger generations [1] - The decline in smoking and the inability to attract younger consumers are seen as significant warning signs for the tobacco industry [1] Group 2 - The article emphasizes the importance of building a thoughtful investment portfolio that balances growth potential with solid fundamentals, focusing on high-quality businesses [1] - The investment strategy discussed includes a long-term perspective, capital allocation, and identifying businesses with strong staying power and industry-leading profitability [1]