VinBer

@Sasaki___web I hate ”…”

ユニクロの社長室。 「野菜のネット販売を始めたい」38才で責任者を任された社員がいたらしい。 幹部の反対を押しきっての新規事業。自分で企画もして意気込んでいた。いざやってみると、スーパーとの価格競争に勝てず差別化が難しい。アパレルの強みも全く活きなかった。 気付くと一年半で26億円の赤字を出して撤退。 結局、その社員は辞表を出した。 「辞めさせてください」 すると社長の柳井さんは、

A Turkish proverb says, “If a father bathes his children, both will laugh, and if a son bathes his father, both will cry.” Such is the painful beauty of life, where love comes full circle with time.

No Kings is not decentralized--it's distributed. That's a major distinction. While Neville Singham's Maoist hydra has (rightfully) gotten a lot of attention of late, his network appears to be the "dirty" infrastructure where "clean" NGO and 501(c)(3)/(4) money is deployed for more radical ends. Upstream of Singham (but allied closely with his network--see their collaboration on the recent Nuestra América brigade/convoy to Cuba) is the Democratic Socialists of America (DSA), the key force multiplier behind Mamdani's election. DSA is a "bridge" organization that illuminates the larger influence machine at work. DSA further appears to act as a cut-out layer between the "Red-Green-Black" nexus of street radicals and their sugar daddies in the mainstream Democrat-NGO complex. According to senior DSA leaders, whom No Kings organizers have engaged for coalition support, these groups are who are actually quarterbacking the NK astroturf operation (see the small chatbox in the below screenshot of a March 9th web meeting of DSA leaders): - Indivisible - SEIU - Public Citizen - ACLU - Move On A related "movement" that coordinates closely with NK organizers is 50501, which has its roots on Reddit, but was quickly hijacked by radical activists Sarah Parker and Kaitlynn Danehy-Samitz, both of the Sarasota-based 501(c)(3) Voices of Florida. VoF was who led the Amendment 4 campaign against further abortion restrictions in Florida in 2024. All of these "movements" are also aligned with General Strike US (GSUS), an organized coalition of radical Marxist activist groups who are campaigning to convince 1 million American workers to engage in a general strike to disrupt the economy this year. Of note is that a consultant for ACLU was allegedly overheard recently in a DC-area coffee shop discussing how his org and ADL were spinning up a "Project 2029" to target and punish Trump appointees and Trump-aligned organizations if the Democrats return to the White House. Given ACLU's primacy in fomenting and resourcing the No Kings campaign, and No Kings organizer Indivisible's substantial connections to Democrat operatives and dark money, it is patently absurd to view No Kings as anything except operational preparation ahead of escalated violence this summer and for coalition mobilization for November's mid-term elections.

@R2Discovery @10_ch_10

Coffee stain $COFFEE I think is heading to a combined series of major issues and has been in the past too. But before going into the reasons for this I want just to share some small thoughts on fundamental case research - I think by own experience some of the most important case structure lesson's is to really understand the why and how businesses work or does not work - and there is only way to actively engage/expose yourself to new situations, reflecting and evolve. For followers I am sure this comes as no surprise and I certainly it is not enough to be just interested with it - I think you have to be fascinated by it. Back to Coffee Stain - first: the IP of Goat Simulator I would not really call this a real IP or longevity of such but rather a hype frenzied game where lights are emitting no visible light - the sequels showed exactly that: what looks like sales flops. Exaggeration of IP worth is dangerous game. Secondly, I think Teardown is an example of bad launch as well and that they are running out of ideas but the core interesting is the WHY here - just 2K reviews in last 30 days and no visible sales plus 50% discount to try to get it to sell some more which seems to have failed. Third, IP wise their main success I think really is Satisfactory - whether that will hold in future or not I don't really know but would not be surprised if it ends not getting stronger in terms of audience. Finally, I think the major issue here for the case is not the games but how management is running this, while it worked for satisfactory they do not have a consistent track record of successes and IP building. I do not think management is running it for shareholders - where are the successes and IP building on Valheim etc? Rather: I get strong impression they run all this for themselves and as some sort of "hobby" project - which is fine if you are the management. Let's see what happens, but warnings signs are all over the place here. What is interesting here is that Coffee is certainly not a bad business per se either but sadly the most high quality listed dev that Sweden has to offer - just again shows that investing is never easy. Perhaps more insights to share on Coffee @alden_niklas @Franzen_Fabian @Analytikern1234 @Lindstroem_K?

In light of market events, I am making this article free for the next 24 hours. Foundations: U.S. Market Structure & Value Powerful Trends, Increasing Fragility & Coiled Tension open.substack.com/pub/michaeljbu…

@finphysnerd With a substate to Russia I would be careful…

Higher oil prices are beneficial to Halyk Bank $HSBK right? As the largest bank in oil dominated Kazakhstan at a 4 PE that feels like a good play here.

All you people who don't want kids are absolutely nuts. I can't imagine a better way to spend life, than with little mini people, who are in awe of simply being alive, and getting to teach them things.

Here’s a clear explanation of why Trump attacked Iran, and why I think the war will end soon. The war isn't about nuclear weapons. It's not about helping the Iranian people. It’s not about doing Israel’s bidding. And it's not about Iran being a threat to the U.S. It's about China. China imports 45-57% of its oil through the Strait of Hormuz. Iran has the capacity to shut it down. A U.S.-aligned Iran means an Iran that would choke off that strait if there's ever a real power struggle between Washington and Beijing. And there already is one. The U.S. and China have been locked in a tariff war for over a year now. Also remember when China threatened export controls on rare earths, encompassing any company anywhere in the world that uses Chinese rare earths? Yes, China essentially said that any company that uses their rare earths (China refines 85-90% of the world’s supply) must seek their permission before exporting their products. This means if a German manufacturer uses rare earths fro China to create chips for American companies, China can block the export of these chips. That’s how much leverage China has over the U.S., and that’s dangerous, especially if China finally decides to reunify with Taiwan. So controlling the Strait of Hormuz becomes critical for the U.S. It's the same reason Trump wants China out of the Panama Canal. The same reason Venezuela matters. The same reason he's eyeing Greenland, where shipping routes to China pass through melting Arctic ice. Energy is everything now. The AI arms race is the most important strategic competition on the planet. Limiting China's access to energy is how the U.S. wins that race, and anyone who believes in freedom and democracy should want America to win. China is investing heavily in domestic energy, building nuclear reactors, solar farms, wind power. They're leapfrogging the rest of the world. But they still import the majority of their oil. And a significant chunk of it comes through the Strait of Hormuz. Iran was reportedly nearing a deal for supersonic anti-ship cruise missiles from China, which would make it easier for Iran to threaten shipping in the Strait and strike U.S. naval vessels. That accelerated the timeline. Trump's comment today about doing in Iran what he did in Venezuela makes perfect sense in this context. He wants influence over who comes next. A regime that's workable for Washington. If he succeeds, this would be a massive strategic win for the U.S. and for Trump.

"Jag är så less på vårt vardagsrumsbord, det är så tråkigt, vi måste ha ett nytt" Känsla en man aldrig någonsin känner i hela sitt liv.

The EU in a nutshell: How it started How it ended

Oh the irony...

Gathering all your most senior clerics in a single building while Israel conducts its largest scale aerial campaign ever aimed at regime change isn’t the brightest of ideas.

Explain this to me as if I am 5 yo… Putin owns this bunch of clowns… 4 years of sanctions for this? Will they apply their infamous price cap on said Russian oil?

Shiptwit, 4 weeks ago: “Tankers are overvalued” Stocks: +40% since then. ✓

Över 38 000 iranska Shaheed-drönare har avfyrats mot Ukraina. Killen börjar antingen bli dement eller desperat.

80% of Iranian crude went to China. Meanwhile, the whole military supply chain is dependent on China.

@SparGeneralen De har kallat till ett extremt snabbt möte första grej på måndag för att få till en utredning hur de ska få till live sändning om läget. De kan ju inte jobba på helgen.

Kanske en av de viktigaste händelserna i mellanöstern på 20 år, och dessutom var det typ uppenbart att det skulle komma... och SVT har inte live pågående sändning om läget 🤦‍♂️

Adolf Hitler, hard-line nationalist who rebuilt Germany into a European power, dies at 56

@borsmagasinet Kör en galen blandning! Borr, Reach, LNG, Golar, Duolingo/Snap, $OSS, $NBIS och avsluta med läkemedel/livsmedel typ $CA

På torsdag kör vi - vad ska avsnittet innehålla?

🤣🤣🤣🤣