goonpepe

The time capsule videos on YouTube are interesting to watch. One takeaway is that the further back in time you go the more calm people were. Everyone moves slower, speaks more slowly and deliberately, and everyone is far more present and less distracted. youtu.be/98VTC_k-10M?si…

Fished for years, finally learned why hooks always twisted 🤣

$CPKR.TO — Canada Packers | Q1 2026 Results One of north america's largest raised-without-antibiotics (RWA) pork producers, spun off from maple leaf foods in july 2025. 📊 Q1 2026 Highlights: • Revenue: $428.3M (-5.2% YoY, partly from ham boning ops staying with maple leaf) • Gross profit: $92.9M (21.7% margin vs 15.3%) • Net income: $43.8M (+28% YoY) • EPS: $1.47 basic / $1.46 diluted • Adjusted EBITDA: $42.1M (9.8% margin, in target 8–12% range) • Adjusted EPS: $0.54 (vs $0.89 pro-forma — reflects standalone public co. costs) 💰 Cash & Capital: • OCF: $20.1M | Free Cash Flow: $14.8M • Cash: $46.0M | Long-term debt: $386.3M • Net debt incl. leases: $428.6M → 2.3x TTM pro-forma adj. EBITDA • Quarterly dividend: $0.23/share ($0.92 annualized) 🐖 Operations: • Hogs processed: 1,074K (+2% YoY) • Internally sourced: 48.7% (up from 45.5%) First full standalone quarter shows the business is running close to plan — adj. EBITDA margin at the low end of the 8–12% target, hog volumes up, and FX the main headwind. leverage is meaningful at 2.3x but manageable for a stable cash-generative protein business with a recurring dividend. Full analysis: investorlens.io/stocks/CPKR.TO #TSX #CanadianStocks #Dividends #ConsumerStaples #FoodProcessing #Pork

You are a professional equity research analyst with 15+ years of experience at a top-tier investment bank. You are data-driven, skeptical, balanced, and never hype or speculate without clear labeling. Your analysis must be concise yet comprehensive (aim for 800 words total), structured, and easy to read with clear headings and bullet points where helpful. Analyze the stock [TICKER] as of the most recent available data. Strict Sourcing Rules (non-negotiable): Base EVERY factual claim, number, and statement on triple-checked credible primary sources only: the company’s latest 10-K, 10-Q, 8-K, earnings releases, earnings call transcripts, investor presentations, and official company website. For analyst opinions and consensus, reference reputable sources such as Bloomberg, FactSet, Refinitiv, or major sell-side reports when available, but clearly distinguish them from company filings. If data is unavailable or uncertain in primary sources, explicitly state “Data not available in latest filings” or “Unable to verify from primary sources.” Do not use secondary blogs, unverified social media, or outdated information. State the date of the most recent filing or transcript used. Cite key sources inline or at the end of relevant sections (e.g., “per latest 10-K filed [date]” or “from Q4 earnings call transcript”). Required Structure (use these exact headings in order): Quick Summary What the business does, core products/services, and primary markets. Brief company history and current scale (market cap, employees, geographic reach if material). How They Make Money Detailed revenue model and key revenue streams. Breakdown of major segments or product lines and their contribution to revenue (use latest reported figures). Pricing strategy, customer types, and any recurring vs. one-time revenue. Quick Competitive Analysis + Moat Key competitors and market position. Does the company have a sustainable competitive moat? Evaluate potential sources (brand, network effects, switching costs, cost advantages, patents/intangibles, scale, etc.). Rate moat strength as Weak / Moderate / Strong with brief justification. Main competitive threats or risks of disruption. State of the Balance Sheet Key metrics: cash & equivalents, total debt, net debt, current ratio, debt-to-equity, interest coverage (if applicable). Liquidity position, any upcoming maturities, covenants, or refinancing needs. Overall assessment: strong, adequate, or concerning? Flag any red flags (e.g., negative equity, high leverage, dilution risk). Performance Over the Last Few Years and TTM Revenue, gross margin, operating margin, net income/loss, and EPS trends over the past 3–5 years (annual) and on a TTM basis. Key drivers of growth or declines (volume, price, mix, acquisitions, etc.). Free cash flow trends and capital allocation (capex, dividends, buybacks, debt paydown). Use tables or clear bullets for numbers. Overall Direction Is the business generally trending upward, stable, or downward? Support with sequential/YoY trends in revenue, margins, profitability, and operational metrics. Any signs of inflection, acceleration, or deterioration in the most recent quarters. What Analysts Say – Is It a Buy? Consensus rating (Buy/Hold/Sell), average price target, and number of analysts covering. Range of views and key reasons cited by bulls and bears. Your balanced synthesis: Based on the fundamentals above, does this appear attractive, neutral, or unattractive at current levels? Clearly state this is NOT personalized investment advice. Additional Guidelines: Keep language neutral and professional. Present bull and bear considerations where relevant without bias. Highlight key risks and upcoming catalysts (e.g., next earnings, regulatory events). End with a short “Key Metrics to Watch” section for the next 1–2 quarters. If the company is speculative, distressed, or has limited filings (e.g., small-cap or international), explicitly note higher uncertainty.

Antifa is just an idea The border is not open The shot is 100% effective You are immune if you get the jab You can’t spread it to others Trust the science I am the science Inflation is a good thing Of course we believe in free speech.. just don’t tell the truth. White supremacy is our biggest threat They are just minor attracted persons There was a party switch Saying ‘all lives matter’ is racist Biden is just fine Laptop? What laptop? Our elections are perfectly fine ILLEGAL migration is not a crime Men in women’s sports is perfectly fair Who knows what a woman is? Its affordable health care You get to keep your doctor Keeping criminals out of jail makes us all safer. What Oct 7th? Assaulting and harassing Jews on college campuses is not antisemitism Believe all women… ignore the presumption of innocence until proven guilty Climate change is the greatest threat Oh wait.. it’s white supremacy Kamala was the most qualified candidate history The police are the problem, you didn’t do nuffin’. Homelessness is due to a lack of housing Math is racist Mutilating children? Well that’s just affirming care. Russia Russia Russia He said Nazis were very fine people He mocked a reporter’s disability Misdemeanors equate to 34 felonies Banks got paid with interest, which means he’s guilty. Words are violence Silence is violence Everything we don’t like is violence Your skin color dictates how racist you are The SPLC was simply paying informants If you support any of the above nonsense routinely spewed by the Dems, you are the problem. It’s time to wake up America. We all should be fed up by now.

Your smart TV is taking screenshots of your screen every 15 seconds. Not a guess. Not a theory. A peer-reviewed study by researchers at UC Davis, UCL, and UC3M tested it. Samsung TVs: every minute. LG TVs: every 15 seconds. Even when you're just using it as a monitor. Here's how to turn it off for every brand:

Agriculture Deep Dive | Fertilizers - Part 1 🧵 Starting a series where we look at leading agricultural companies and their charts. First focus: fertilizer producers, the foundation of global food supply 🌾 Bear with me, it’ll take a bit to get through them all. Some today, others later. Producers : $NTR – Nutrien Ltd – Potash, Nitrogen, Phosphate – 🇨🇦 Canada $SQM – Sociedad Quí. y Min. de Chile – Potash, Phosphate – 🇨🇱 Chile $MOS – The Mosaic Company – Phosphate, Potash – 🇺🇸 United States $CF – CF Industries – Nitrogen – 🇺🇸 United States $YAR.OL – Yara International – Nitrogen, NPK – 🇳🇴 Norway $ICL – ICL Group – Potash, Phosphate, NPK – 🇮🇱 Israel $SDF.DE – K+S AG – Potash – 🇩🇪 Germany $2020.SR – SABIC Agri-Nutrients – Nitrogen – 🇸🇦 Saudi Arabia $ATT.WA – Grupa Azoty – Nitrogen, NPK – 🇵🇱 Poland $0297.HK – Sinofert Holdings – NPK – 🇨🇳 China $IPI – Intrepid Potash – Potash – 🇺🇸 United States $PHOR.ME – PhosAgro – Phosphate – 🇷🇺 Russia $NPK.TO – Verde AgriTech – Potash – 🇧🇷 Brazil $UAN – CVR Partners, LP – Nitrogen – 🇺🇸 United States $IFOS.V – Itafos – Phosphate – 🇨🇦 Canada Developers / Explorers $DAN.V – Arianne Phosphate – Phosphate – 🇨🇦 Canada $MNB.AX – Minbos Resources – Phosphate – 🇦🇴 Angola $GSP.V – Gensource Potash – Potash – 🇨🇦 Canada $KP2.L – Kore Potash – Potash – 🇨🇬 Republic of the Congo $EML.L – Emmerson plc – Potash – 🇲🇦 Morocco $PHOS.CN – First Phosphate Corp – Phosphate – 🇨🇦 Canada $PHO.AX – PhosCo Ltd – Phosphate – 🇹🇳 Tunisia $AEV.AX – Avenira Ltd – Phosphate – 🇦🇺 Australia $AMN.AX – Agrimin Ltd – Potash – 🇦🇺 Australia $AGR.AX – Aguia Resources – Phosphate – 🇧🇷 Brazil $SAGE.V – Sage Potash Corp – Potash – 🇺🇸 United States $MLP.V – Millennial Potash Corp – Potash – 🇬🇦 Gabon x.com/Kacper_PK_CH/s…

there very much seems to be a finite number of shapes to the world we occupy. this means there’s a finite number of useful sequences of patterns. which means there’s ceiling to intelligence. all intelligence is pattern matching. if there are only so many patterns, there can only be so much intelligence. maximum intelligence approaches omniscience, but can never fully get there, for a very important thermodynamic reason. if you can predict everything, that means there is no “surprise” (prediction error). if you are never surprised by your surroundings, that means you’re never wrong. implying one of two things: 1. you are dead. there is no prediction error because there’s no energy gradient to descend, because you’ve stopped existing. thermodynamic equilibrium is indistinguishable from death. 2. you’re God

Unbelievable new RBC report: Between 2015-2024, more than $1 trillion in investment exited Canada, making it the largest capital exodus in Canadian history. This is the record of the Liberal government under Justin Trudeau and Mark Carney.

BBC: "You had Nick Fuentes on your show who said Hitler was cool" Tucker: "I've also had Ted Cruz who defends the genocide in Gaza, and sending money to a military that murders children is a worse moral crime than saying ugly things"

One of my cartoons in Monday's @MetroUK @MetroPicDesk #JD_Vance #Trump #Iran #IranWar‌

Thread of ancient historical sites before and after excavation 🧵 1. Pyramid of the Sun, Teotihuacán

"Kurdish Girl" by Iranian Artist Abbas Kaouzian (1923-2008)

A rare close-up of the elusive Golden Langur, one of the only known primates that actively avoids humans

Due to the heavy rainfall this year, waterfalls, springs, and new rivers have started appearing in Kurdistan.

Cardcaptor Sakura (1998)

this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get

$CPKR.TO Canadian Packers $MFI.TO Maple Leaf Foods spin off still trading at a discount to its closest competitor Smithfield Foods $SFC 15% FCF Yield. 5.2x EV/EBITDA and a dividend yield ~%5. Get paid while you wait. RBC upgrade PT to $22 from $20 TD upgrade PT to 24$ from $20

$CPKR.TO RBC upgrade ahead of Q4 this Wednesday. Own a little in the dividend portfolio.