Author
@tobaccoinsider tobaccoinsider
grade Cx.com/tobaccoinsider ↗
Attributed real-time desk covering the entire global tobacco and nicotine complex
Aggregate and lightly analyze regulatory, earnings, analyst,
trader score
+0.30
hit rate
60%
mean α
+0.17%
signals 14d
28
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +0.17% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @tobaccoinsider | · | Reports FDA reasoning and that authorized e-cigarette products now total 48. | · | tweet ↗ |
| 2026-08-28 | · | @tobaccoinsider | · | FDA authorized marketing of JUUL2 and its tobacco and menthol pods, supported by cited cessation data. | · | tweet ↗ |
| 2026-08-28 | MO | @tobaccoinsider | +0.30 | Altria raised its quarterly dividend 4.7% to $1.11 per share. | — | tweet ↗ |
| 2026-08-27 | · | @tobaccoinsider | · | California legislation would ban disposable vapes and now awaits the governor's signature. | · | tweet ↗ |
| 2026-08-27 | · | @tobaccoinsider | · | FT reports stronger nicotine pouches now represent 17% of category volume. | · | tweet ↗ |
| 2026-08-27 | · | @tobaccoinsider | · | Describes STG's Q2 stabilization, margin expansion and cash recovery as positively received. | · | tweet ↗ |
| 2026-08-26 | · | @tobaccoinsider | · | STG divested two non-core brands for DKK1.3B to sharpen strategy and deleverage. | · | tweet ↗ |
| 2026-08-26 | · | @tobaccoinsider | · | STG reports a 122% FCF rebound and maintains FY26 cash-flow and EPS targets. | · | tweet ↗ |
| 2026-08-26 | · | @tobaccoinsider | · | STG category update shows cigar and NGP growth offset by weakness in machine-rolled and pipe sales. | · | tweet ↗ |
| 2026-08-26 | · | @tobaccoinsider | · | STG reports stable Q2 sales, EBITDA growth, margin expansion and reaffirmed FY26 guidance. | · | tweet ↗ |
| 2026-08-25 | · | @tobaccoinsider | · | Reports Gallup usage rates for smoking, vaping and nicotine pouches by age. | · | tweet ↗ |
| 2026-08-25 | · | @tobaccoinsider | · | Reports China's July vape exports at $1.047B, up 16.5% YoY, driven by U.S. demand. | · | tweet ↗ |
| 2026-08-24 | PM | @tobaccoinsider | +0.20 | Altria and PMI signed a manufacturing agreement, with initial shipments expected in early 2027. | +0.2% | tweet ↗ |
| 2026-08-24 | MO | @tobaccoinsider | +0.25 | Altria and PMI signed a manufacturing agreement, with initial shipments expected in early 2027. | +0.3% | tweet ↗ |
| 2026-08-24 | PM | @tobaccoinsider | +0.30 | Altria and PMI resumed cooperation through a U.S. manufacturing deal expected to improve efficiency and supply. | +0.2% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.