Jaymaster Jams

@PaulDMauro As a wise comic once said, "Here's your sign!"

I feel like that shade clashes with his eyes prove me wrong

@MrAndyNgo An antifa gal smacked a horse with a flag pole in Harrisburg PA a few years ago. IIRC, she got 6 months in prison.

Los Angeles (March 28) — A far-left rioter at the violent “No Kings” attack tried to block a horse and was kicked to the side.

@WarMonitor3 Arab troops with US air cover is the solution.

Saudi Arabia and the rest of the Gulf countries mentioned have conveyed in closed meetings they would not want a US ground operations to end until their is a change in Iranian leadership or a significant change in Iranian state behaviour.

@CameronCorduroy Justice, of course!

just a note to the NYT editing team, Israel doesn't start with the letter J so what does it stand for?

@hollywoodscifi I thought he just worked as an extra in "Mars Attacks!"

Props usually are not made to last. A material that is flexible and perfect for use in a film, often doesn't last a year. Unfortunately this is one of the original E.T. puppets.

@guypbenson And/or released on Baal.

Released on bail

@RealJessica I knew that the woman I chose to be my wife would somehow save my life some day!

A French couple at a Marseille beach brings their pet pig to deter Muslim migrants, who reportedly harassed beachgoers. Reports claims the presence of the pig is an increasingly common tactic to maintain safety.👀

@DLasater_99362 @shipwreckedcrew She was also part of a certain "family". If you know what I mean.

@shipwreckedcrew Didn't Pelosi keep her members in line because she held the reins of campaign funds?

You think Thune was elected as Majority Leader on a platform of "Pick me and I'll force you to take votes you don't want to take"???? As I said at the outset -- he is the Leader of the GOP Caucus in the Senate. He is not the Leader of MAGA in the Senate.

@RonColeman Trump worked some kind of magic with Japan. It's so obvious, we can see it all over here on X. Scott Adams could have probably explained it to us.

"In that single joke, Trump did something powerful. He turned a painful history into a shared laugh between equals. It was like he was saying: 'Hey, it was a long time ago. We’re good. Let’s move forward — as brothers.' "The curse broke. Japan feels free to stand tall again"

@wokal_distance Trump did some kind of magic when he met the Japanese prime minister last week. Scott Adams probably could have explained it to us.

Seeing Japanese girls tweeting about Cherry blossoms is so much better than getting force fed Pakistani men trying to maximize their payout by posting about Massie, Epstein, and Israel.

@Osinttechnical This is the fifth or sixth "drone" attack that looks just like somebody planted a bomb from the ground.

Iranian-backed militia drones managed to severely damage an Iraqi Air Force An-32B transport aircraft at Baghdad International Airport tonight

@Osint613 That's his way of saying, "She's a woman", without saying she's a woman.

Trump on Tulsi Gabbard: "Yeah, sure. I mean, she's a little bit different in her thought process than me, but that doesn't make somebody not available to serve." "I think she's probably a little bit softer on that issue, but that's okay. Some people are. Most people aren't."

Tehran under heavy attacks right now, new wave 🔴

@C_3C_3 Just saw one of the protestors claim that it's not safe for black and brown people to protest. They would be hauled off by ICE. Yes, these protestors are racists.

64% of Baltimore City’s population is black. How many black people do you see in that crowd? Very few. Just the usual old white radical leftists recycled for the latest protest.

@su_z_t @MalcolmNance Congress already voted on it.

@MalcolmNance #bootsontheground Isn't it illegal without Congress approval? Aren't we supposed to do something about that? Isn't our own military committing treason by betraying us by following illegal orders by a commander-in-crazy?

I literally briefed this morning on the strip clubs on Bragg Blvd in Fayetteville are a real indicator of troop movements ... and here we are.

@MT_Anderson @mercoglianos @vcdgf555 @ianellisjones The money is going to the new government.

SOH TRANSIT UPDATE: The "Toll" Route Mar 28 Sentinel-2 imagery covering the Bandar Abbas Anchorage, Qeshm, and Larak reveals a highly active transit corridor. ➡️The Bagheri: The IRGC Shahid Bagheri remains afloat post-strike, but a massive fuel/oil slick is visibly trailing behind the hull. ➡️The Enforcers: IRGC Fast Attack Craft (FAC) shuttling the waters between Larak and Qeshm—highly likely acting as the "toll collectors/enforcers" for the area. ➡️The Traffic: At least 6 commercial vessels are spotted actively transiting the SoH via Iranian territorial waters. Assuming the reported $2M/ship rate, that is roughly $12M in extortion revenue captured just in this single snapshot.

@shashj The new government will need this money to rebuild.

Absolutely remarkable. "Iran is now earning nearly twice as much from oil sales each day as it did before American and Israeli bombs started falling on February 28th. It may be pummelled on the battlefield, but the regime is winning the energy war." economist.com/finance-and-ec…

@CynicalPublius There has been a strong bluegrass scene in Japan since the 1970's.

All this Japan love is warming my heart.

@alt_w_v_g There are many places where phone service isn't available. And I'm talking like, just a few hours outside of DC.

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

@shipwreckedcrew And the "Primary them!" chant is ridiculous. Maybe enough outside money and influence can get an activist Republican on the ticket somewhere. But then the Dems will pretend to be moderate and win the real election. See the governorship in Virginia for a recent example.

"We" didn't elect anyone. They were elected by the voters in their states, and states all have their own priorities in terms of their interests.