
tom
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Unilever In Talks To Combine Food Business With McCormick - WSJ
wsj.com/business/deals…
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The Afroman Trial.
-Cops raid Afromans house for bullshit reasons.
-Steal money, break his door, fuck his house up.
-No criminality found whatsoever, no charges at all pressed on Afroman.
-Afroman spends the next 3 years making songs that make fun of all the officers involved by name, even using footage of the raid from his own CCTV cameras.
-Songs had titles like "Randy Walters is a son of a bitch" and "Lick Em Low Lisa" accusing one of the officers of being a lesbian and sleeping with the other officers wives.
-During the raid one officer looked like he was about to eat some lemon pound cake sitting on Afromans counter, Afroman made a whole album calling the officer fat.
-The cops get mad and file a lawsuit for defamation.
-Afroman turns up to court in a whole American flag suit.
-Officers performatively mald and cry while listening to the songs really trying to oversell how badly the songs upset them.
-One officer was suing because Afroman made a whole song about him saying he was fucking the officers wife. When the officer was asked if Afroman was really fucking his wife, he said "I don't know". Nuking his own case and establishing that there is a non-zero chance that Afroman might actually be fucking his wife.
-As his only witness for the trial, Afroman brought a deputies EX FUCKING WIFE.
-The jury ruled completely in favour of Afroman.
This entire thing has been a great win for free speech and absolutely fucking hilarious.

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humans think we're so smart, but we only learned pigs can breath out their butt hole in 2019
𝚃𝙷𝙴 𝚆𝙷𝙸𝚃𝙴 𝚁𝙰𝙱𝙱𝙸𝚃@White_Rabbit_OG
WHAT THE FUDGE!!?? I DID NOT KNOW THAT 🤔🧐😳
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Here’s an interesting UK small cap pitch: $BAG.L, the manufacturer of Scotland’s leading soda brand IRN-BRU (“Iron Brew”), A.K.A. “Scotland’s other national drink,” aside from Scotch Whiskey. Suffice it to say, they almost completely dominate the soda market in Scotland, with IRN-BRU having been the dominant soft drink in Scotland for over 100 years. The company was founded in 1875 (!).
Very consistent growth with stable margins. 18% ROCE, historical acquirer of new brands and supply chain integrator with ROIC at 14% and expanding, 6% dividend CAGR since 2004, currently yielding 2.7% at a 40% payout ratio. Available today for 15x 2026 EPS estimates. Seeing their track record and the extreme durability of their brand, I’d expect long-term growth at HSD with a potential pinch of margin expansion on top.
In addition to IRN-BRU in soft drinks, they own the leader in pre-mixed cocktails in the UK under their FUNKIN Brand, and they have expanded into vitamin waters, energy drinks, and plant-based categories like oat milk. They also have an exclusive license to sell and distribute Snapple in the UK, interestingly.
Anyway; this one isn’t going to generate any mouth-watering returns at this price. But given enough time, I’d bet it dips down to a more attractive valuation, say 12-14x? Either way, it seems like a good way to generate a market return and add some diversification backed by one of the strongest consumer product brands I’ve ever seen.


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QatarEnergy’s Ras Laffan Industrial City to the north of Doha, Qatar's main site for the production of liquefied natural gas and gas-to-liquid, as well as the largest export terminal for LNG in the world, has been heavily targeted tonight by ballistic missiles fired by Iran. Extensive damage to the site and several facilities are being reported by QatarEnergy.
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this is what an “air pocket” in cash flows looks like
say goodbye to buy backs for a couple yrs
campbellramble.ai/p/the-air-pock…

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$WMT is disappointed in results from OpenAI partnership, whereby Walmart users are allowed to shop via ChatGPT and OpenAI would receive a commission on these purchases
“Conversion rates—the percentage of users following through with a purchase of an item shown to them by ChatGPT—have been three times lower for the selection sold directly inside the chatbot than those that require clicking out, according to Daniel Danker, who oversees design and product for Walmart.
Put simply, Instant Checkout has been a flop.” -- Wired
OpenAI on a heater recently in the news….

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