🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Amazing how ephemeral some CPG trends are. 3 years ago it was all everyone could do to get meaningful Amazon exposure. Now Amazon concentration is scary and heavily discounted. Our view hasn’t changed in either cycle. Either you can build an enduring franchise with justifiable

In short, the fact that WFM or Sprouts purchases from Cargill or Perdue says literally nothing about the validity of the claims on the label. Neither the author of this post nor her commenters know enough about the industry to understand how the supply chain works, nor that they

Man this SNL cold open is long but this guy does a killer Biden

Every good business is unique. If you're building a good business, to some degree you're doing something no one has ever done. Learn how to extract best practices from "experts" but don't confuse experience in building something else with experience doing what you're doing.

One thing’s for sure, I’d much rather be in the Yankees business than the Mets business (not speaking for what happens on the field which also favors the Yankees).

Another way of saying top 9 schools produced Fortune 500 CEOs over no degree at all 79 to 25. Implies college produced 475 to 25, or about 95%. So go to college and learn how to present and interpret data.

Investing, operating and youth sports all have this in common: High stakes outcomes are one thing, but we must have three discipline to apply the rational mind. A kid can throw a pitch really fast just off the outside corner which the umpire calls a ball. He must learn to say

She speaks as if her mind reads from a teleprompter that reveals one word per second, so she’s on the edge of her seat in terms of what she’s ultimately going to say.

My politics match those of Treebeard. “I don’t know about sides. I go my own way; but your way may go along with mine for a while.” But I hope it will be said of me: “he loved his family, he honored his duties, and he bowed his knee to no man.”

This is far from just another bar deal. 1. Defensibility through value add. This product is waaaay more complex than normal cold form extrusion, slab and baked processes. 2. Lots of customer concentration kept the multiple from being well into the teens on EBITDA. 3.

Elate all you want, Trump must be held accountable to do what he said. He won a job, not the Olympics. - Reduce crime - Reduce inflation - Reduce US involvement in forever wars while hopefully playing a stabilizing role in the Middle East - Strengthen relative US foreign

My Gell-Mann amnesia is hard at work reading this.

Consumers are so confused. Food companies, as VEO puts it, are not purveyors of health. And the FDA’s role is not to make us healthy. The FDA’s role in food & bev is two-fold*: (1) regulate food safety and (2) oversee labeling to make sure it’s transparent. Raw milk

Chris is actually right in correcting me; bacteria does not grow faster in unpasteurized milk - I misphrased it. Pasteurization just lowers the initial bacterial load once the storage clock starts. So this is correct and worthy of note. Still, the point of my thread was to

This is spot on. If you’re a generalist, and you know there are sector specialists looking at a deal, you should be very clear as to why you’re in the process, what your angle is and what diligence insights others might have.

This kind of mash up should be more common. You can have different aims, worldviews (even politics) and life experiences than another person and yet find you have many common values. I’m making it bigger than it is, but this type of thing is good for society.

This is why people should read old books. A good read about the philosophy behind nazi eugenics would make you shudder. If not enough, you could read “Abolition of Man” or “That Hideous Strength” by CS Lewis to illustrate the morally vacuous and inhumane side of these arguments.

Youth Pastor: I know a father that didn’t pardon his son.