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Kat
2.3K posts
@yuko_nagayama Almost everything in my feet is from Japan today. It is super fun.
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@pirooooon3 I’m not sure what to think of this. Is that ketchup because if so, no. If it’s actually tomato sauce and mozzarella cheese on there, then maybe.
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This is why I’m on X - to meet people in Japan who also love cats.
ロロア@imodaisukisugi
Xで言葉の壁が無くなるのなら 猫好きな人との出会いも きっと増えるに違いない。 日本から世界の猫好きさんに メッセージを送ります 猫はやっぱり最高だよね！
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It took a while for our first cat to accept that there was another cat in the house. She was very jealous for a while. But we both travel for business from time to time, and we felt sad, leaving her alone for a day or two so frequently. She was not interested in having visitors, even people that she had met before. Now that everyone has gotten used to each other, they play together all the time and much more roughly than we ever played with her, so better exercise. And they hang out together when we’re not there and are good company for each other. I think it was a great decision. If I had zero cats, I would get two at once in the future.
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@HerbsandDirt From what I’m read, he would be much better off if it were closer to 100.
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Friend gets labs done:
His Total Cholesterol was 245 and it was flagged high.
His Vit D, (which is wild because he’s in the So Cal sun every single day) was 32.
What does his NP say?
“Great job on the D! Are you taking supplements?”
WHAT?
I told him that’s not even close to an optimal Vit D marker.
Am I crazy?
Shouldn’t it be AT LEAST double that?
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I’m sorry officer, I thought he was having a seizure.
Blonde of War (JJ)@BlondeOfWar
When You Try To Feel The Music But Some People Are Partypoopers
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Kat retweetledi
“I can fix her.”
Mike Bales 🫡🇺🇸@MikeBales
Banks County Woman Arrested After Turning Numbered Pigs Loose in Walmart COMMERCE, GA — Shoppers at the Commerce Walmart were thrown into confusion Saturday afternoon after a local woman allegedly released four pigs—each spray-painted with the numbers 1, 2, 3, and 5—into the store, triggering what authorities later described as “a logistical nightmare disguised as a math problem.” The Incident According to witnesses, 47-year-old Charlene Mixon entered the store pushing a buggy that appeared to be shaking and occasionally grunting. Employees assumed it was either a wobbly wheel or a normal Saturday. Moments later, Mixon allegedly opened the buggy, shouted “Run free!”, and four pigs scattered across the store—one toward Housewares, one toward Grocery, one toward Electronics, and one directly into the Vision Center. The Numbering Scheme The pigs were labeled 1, 2, 3, and 5, which immediately caused confusion among staff. “We spent an hour looking for pig number 4,” said assistant manager Trevor Haskins. “Then we realized there wasn’t one. I’m still mad about it.” Several customers joined the search, believing it was some kind of promotional event. Police Response Banks County Sheriff deputies arrived quickly, though officers admitted they were “not trained for livestock deployed with psychological warfare.” One officer slipped near the bacon section, which he later described as “deeply ironic.” All four pigs were eventually captured using two laundry baskets, a pallet of marshmallows, and one determined elderly greeter who said she had “handled worse at the Piggly Wiggly years ago.” Mixon was arrested without incident, though she did request that officers “let the pigs finish what they started.” Charges Authorities say she faces disorderly conduct, livestock at large, interference with commerce, and “creating unnecessary suspense via missing number 4.” The pigs were unharmed and transported to a local county animal control facility, where staff described them as “friendly and surprisingly fast.” Community Reaction Locals have already dubbed the event “The Great Walmart Pig Caper.” A Facebook group titled “Where Is Pig #4?” has gained hundreds of members.
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My ice maker makes so much ice that I have to dump out the ice from time to time.
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Agree with all of this. Except I’d say @PDX is my favorite airport, closest to stress free, best TSA group (always friendly) and the airport is beautiful and spacious and the Alaska/Hawaiian teams are pretty much always kind and helpful. On the other hand, some airports are more like hell.
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Flight delayed on tarmac. Missed our connection. Based on the other flights available, which were also delayed, and the fact that taking a flight tomorrow would require getting back into a security line stretching seemingly for miles, we decided to get a car and drive five hours to our destination. That’s how bad air travel is right now. Driving is faster.
Air travel is awful in this country. People don’t realize just how much it sucks unless they have to do it a lot. It’s not just TSA. Flight delays. Air traffic control issues. Service is even worse than usual. Every airport is crowded and slow and worn down and dirty. Everyone brings their dogs. The term “service animal” doesn’t mean anything anymore.
Air travel used to be luxurious. People used to wear suits. Working for an airline was prestigious. The employees took it seriously. It sucks now. It’s terrible. This is the kind of thing our leaders should be fixing. Because the most frustrating thing is that it is so eminently fixable. If only anyone bothered to try.
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@alt_w_v_g @BlondeOfWar I have it leftover from when I used to drive a lot. I’m about to cancel. The music is always the lowest performing songs of each artist. Ridiculous
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Ran some diligence on SiriusXM this weekend
Not because anyone asked
Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for
I didn't have an answer
So I pulled the 10-K
SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap
Read that again
The debt is larger than the company
Their business model, simplified:
1. Pay automakers to install radios nobody asked for
2. Give every new car buyer a free trial they didn't request
3. Hope they forget to cancel
4. Charge them $25.99/month for something their phone does for $10.99
That's it. That's the model.
They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that.
Revenue has declined three consecutive years
The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years.
These aren't loyal customers
These are people whose spouses haven't noticed the $25.99 charge on the Amex yet
The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners.
That's $800 per listener per year
My analyst did the math three times because he thought he was wrong
He wasn't
For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods
Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made.
SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite.
Spotify's full-year revenue grew 19%. SiriusXM's declined 2%.
Spotify trades at 74x earnings. SiriusXM trades at 5x.
The market is not confused about which direction these businesses are headed
Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed.
Probably because it's embarrassing
They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install.
82% of the cars with their radios in them are generating zero revenue
In any other industry an 18% hit rate gets you fired
In satellite radio, it gets you a seat on the NYSE
Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior.
Adjusted EBITDA was $2.73B that same year
The distance between those two numbers is called addbacks
And they're working overtime
2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress.
On Wall Street, we call this managed decline
Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth.
His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs.
I don't know why he's still in. You don't know why. His shareholders definitely don't know why.
The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies.
The bear thesis: Every teenager alive today has never used a car radio
Both are probably right
SiriusXM's competitive moat is not content. It's not technology. It's not brand.
It's the 47 minutes it takes to cancel over the phone
SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors.
Plz fix. Thx.
Sent from my iPhone
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@adnan_aliyu @LibertyCappy @grok These designations are too random. Who says when a generation begins and ends? It’s a way to divide people. I reject it.
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I’m about to get married, and my fiancé knows I have an inheritance that was left to me by my grandparents. It’s in my name only, and I’ve been saving it for years. Now he’s saying that before we get married, I should put the entire inheritance into a joint account so we can “start fresh together,” or he doesn’t think we should go through with the wedding. I’m 36 already and this is something my family worked hard to leave me. I’m torn between wanting to build a life together and feeling like I’m being pressured to give up something important to me. What do you think I should do?
By isitmeaitah
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Finito!
78 mins from soup to nuts at Atlanta Hartsfield-Jackson airport TSA precheck and similar for Clear. Very well organized where I am.
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