Author: Andrew

1. People barely care about inequality
2. Laser drone defence system
3. Gen Z retirement planning
4. Not so rare earths
5. Shifting sentiments in Vietnam

ChatGPT and Claude got the correct answer, The Sopranos. Gemini listed the Sopranos but also Breaking Bad and The Wire. Grok said Breaking Bad (maybe an attempt at humour?)

A lot of talk about US cannabis re/descheduling and banking lately so I will post this before any big news. Mike Tyson has been a champion as have big MAGA accounts like Bruce LeVell, DC Draino and Gunther Eagleman . WSJ, CNN and others got in on the action this weekend.

• #4 craft brewer in the US
• #1 thc beverage in Canada
• 300 ton grow capacity
• Plug and play acquisition for alcohol/tobacco giants
• Lower price to sales ratio than competitors
• Beverages are a proven category. Monster has the best total return of any stock over the past 20 years, Coca Cola, Starbucks, Anheuser-Busch etc
• Smell from smoking/vapes is a common complaint. Beverages are better for public spaces, events, venues
• Better brand differentiation vs flower and vapes
• Many products but it is all complimentary. SKU rationalization (“Project 420”) should help profitability

listpop.com

1. Drug smuggling cat
2. Monaco money manager scandal
3. Narco sub boom
4. Bad miss for Pinduoduo
5. The Economist’s global ripoff

1. LEGO vs VC returns
2. Meth racoon
3. Predicting the pope
4. Katana sales strategy

1. 60% of Coachella attendees used payment plans for tickets
2. More NDIS shenanigans
3. Pill popping salmon
4. More babies born to over 40s than teens in US

• People want good quality shoes not social commentary
• Nike is in a class of its own, they will right the ship eventually
• 2t yen = 14b USD Asics market cap

1. Kids with phones are less depressed
2. NDIS shenanigans part 1
3. NDIS shenanigans part 2
4. 70% of new NDIS participants under 15
5. SPX third largest daily gain since WWII

1. Remote access robo dawgs
2. Spies in Taiwan
3. Exploding sex toys
4. Retarded Citizens Welfare Association
5. School principal salaries