Satan's Portfolio: MO, RMBS, DLM

Here is an explanation of Johnny's Satan's Portfolio Investing Thesis.

Altria (ticker: MO)

Why would a $145bn market cap company change its name? If it's business was selling products to slowly kill its customers through addictive fire-lit tobacco. Satan knows that even that kind of mortal churn is capable of generating a stream of free cash flow to reward its stockholders. He also relates personally to the business strategy implicit behind the name change:

“They are trying to bury themselves. This is a name and brand the objective of which is to make themselves invisible.”

Invisible merchant of death. Play to the Dark One's ego, Altria, while selling your murderous and addictive maccaroni & cheese......

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