Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.
Investment Professional at R. J. Reynolds Tobacco Company (1965โ1986). Author of โGoing Down Tobacco Road,โ a history of tobacco and R. J. Reynolds and its expansion. Worked in investments for almost sixty years.
Observations, opinions and insights on stocks, companies and the markets. Always flying reg flags โ and a few green ones, too!
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.