All You Can Eat Buffet of Warrants. Caffeine Only, Not Financial Advice.

Joined July 2020
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$LKNCY Luckin Coffee Updates: Luck in Hand warrantbuffet.substack.com/p…
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$YUM $YUMC Playbook of Yum China vs $MCD and $SBUX
$SBUX $YUM $YUMC $MCD $LKNCY Two China Playbooks Worked. Starbucks Just Picked the McDonald’s One. open.substack.com/pub/warran…
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#worldcup2026 The 40-Year-Old Goalkeeper Who Held Spain Scoreless open.substack.com/pub/warran…
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#worldcup2026 Day 5 with lots of draws and surprises: **Spain 0–0 Cape Verde **Belgium 1–1 Egypt **Saudi Arabia 1–1 Uruguay **Iran 2–2 New Zealand
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$LKNCY $SBUX $CAVA $QSR $MCD $YUM $KRUS $CMG $BROS The Best Coffee Trade Owns No Coffee Machine open.substack.com/pub/warran…
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#worldup2026 Day 4 saw the highest single day goals in history: **Germany 7-1 Curaçao **Japan 2-2 Netherlands **Ivory Coast 1-0 Ecuador **Sweden 5-1 Tunisia
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#worldcup2026 Day 3: Qatar 1–1 Switzerland; Brazil 1–1 Morocco; Haiti 0–1 Scotland; Australia 2–1 Türkiye
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Great weekend read...
I wrote on FIFAabsolutely donging fans with its ticketing platform. Ticket usually ~10% of FIFA World Cup revenue and FIFA took over ticketing for first time: > used dynamic pricing > 2x base price vs. Qatar 2022 > 15% resell fee on buyer and seller Now, tickets estimated at 27% of sales for 2026 (and the price gouging left over 180,000 tickets unsold before tournament began). readtrung.com/p/fifas-world-…
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The Craziest Stats Curaçao are the smallest nation by population ever to qualify for a World Cup — around 156,000 people. That’s fewer residents than a mid-size town, fielding a team at the world’s biggest tournament. Their coach, Dick Advocaat, is 78 — the oldest manager in World Cup history.
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#worldcup2026 Day 2: Canada 1-1 Bosnia & USA 4-1 Paraguay
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#worldcup2026 Day 1 is exactly as TAG predicted: Mexico 2-0 South Africa & South Korea 2-1 Czechia!!!
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