Joined May 2019
- Tweets 20,651
- Following 2,186
- Followers 3,963
- Likes 3,854
3,546 Photos and videos
Pinned Tweet
$KHC: Just bought more shares and locked in a 6.63% dividend.
This is our top holding as we enter 2026.
I cannot wait to see what the new CEO does, and what they can do to profit from packaged food industry consolidation with their growing cash flow.
2
16
2,019
Operation Weserubung Sud
The speed of the unconditional surrender of Denmark after incredibly light resistance to Nazi German military invasion. The German 'invasion' started at 0400 on 09 April 1940 and all of Denmark was under German control within six hours.
It took Denmark six hours to unconditionally surrender to Nazi Germany after killing 2 or 3 German soldiers.
I will never tease the French again. I apologize if I ever offended any French person about their speed of surrender in WWII. I was wrong.
The Danes gave up their freedom in six hours after less fighting than Chicago sees in a holiday weekend.
en.wikipedia.org/wiki/German…
1
1
112
US Greenland will defend itself and shake off the shame of Operation Weserubung Sud. It will learn to be prosperous, brave, strong, and embody Truth, Justice and the American Way.
The arrows and the olive branch, held by the Eagle in its talons.
83
$KHC aggressive G.T.E. marketing, promotions, and product innovation in November and December 2025.
Local Chicagoland observations:
Prices on meats and coffee in the range of competitors, who are discounting less aggressively.
Mac & Cheese still flying off the shelves.
3
205
Could Kraft Heinz $KHC beat their revenue forecast for Q4 and show a tiny bit of growth?
btw: G.T.E. stands for Global Taste Elevation, the 'code name' for their growth business.
1
134
When does the new CEO, Steve Cahillane start his new job at Kraft Heinz $KHC?
I think he starts in early January 2026.
What do you think he will do in his first 100 days?
133
$KHC: Just bought more shares and locked in a 6.63% dividend.
This is our top holding as we enter 2026.
I cannot wait to see what the new CEO does, and what they can do to profit from packaged food industry consolidation with their growing cash flow.
2
16
2,019
This also acts as a hedge in our portfolio, with a near-zero BETA. What that means is that if the overall stock market falls, this stock will fall less (or at least be uncorrelated).
This reduces the BETA (or structural volatility) of our overall portfolio.
2
186
General Mills CEO: People are more aggressively buying more when our products are on sale (promotions) then when they are regular price.
zerohedge.com/markets/genera…
1
74
$KHC: Kraft Heinz Global Taste Elevation named a new CEO, Steve Cahillane, effective Jan 1, 2026.
"The Board will also initiate a global search for a CEO to lead North American Grocery Co."
Splitting the company.
New leadership.
#catalyst
ir.kraftheinzcompany.com/new…
1
1
171
Steve has an impressive background.
1
58
$CPB: A FEW KEY TAKEAWAYS:
- Tariffs increased total costs by 2%.
- Strong performance meant flat sales as they raised prices and rode the demand elasticity curves.
- Cost cutting helps, but not enough.
- New CFO did not answer analyst questions directly.
1
2
195
Da Bears: Good, Better, Best!
26 Nov 2025
128
Da Bears win by 7
Mark this post.
21 Nov 2025
Black Friday Football is back! Bears vs. Eagles Friday at 1:30PM ET on Prime.
100
I explained this to my daughter today in the car ride to school.
Consumer defensive companies like (x) do well when equities collapse. They are a low BETA hedge without having to go short.
She said: "Dad, I understand, but what if interest rates rise?"
195
Why shoot a man after the fights are over? Did he lost (on) both fights?
Ex-NFL star Antonio Brown arrested on attempted murder charge
apnews.com/article/nfl-anton…
117
Still no impact on us (our family or our business) from the US Federal Government shutdown...
and for this we put our children $38 Trillion US Dollars in debt?
We need a balanced budget, balanced by saving money.
Congress needs to start over.
97
You might be wondering I post on #sportscards and #thehobby when my 'job' is an investment advisor, and I am the principal of an investment advisory firm.
We have large diversified positions with conviction. They are risky. Stressful. We constantly do DD.
The hobby relaxes me.
1
71
66
US Advanced Computing Infrastructure, Inc. retweeted
2 Nov 2025
Here’s a puzzle: Why does health insurance work so differently from every other kind of insurance?
Your car insurance doesn’t pay for oil changes.
Your homeowner’s insurance doesn’t cover paint.
Insurance is supposed to protect against catastrophic, unpredictable costs.
But we’ve built a system where insurance pays for everything, routine visits, predictable care, all of it.
This divorces the consumer from the cost. Nobody asks what anything costs because nobody directly pays.
The result?
Premiums rise.
Deductibles rise.
Coverage narrows.
We’ve turned insurance into a wildly inefficient payment system.
What if we returned to actual insurance, catastrophic coverage, and let people pay directly for routine care?
Suddenly doctors and health systems would compete on price.
Patients would shop around.
We’d see the same price drops we see everywhere else competition exists.
583
864
4,497
116,813
We have 214 eBay auctions ending today. Thurman Munson, Mike Schmidt, Pete Rose, Carl Yaz graded cards.
Combined ship graded cards $1.00.
Still amazing bargains to be had. #thehobby #sportscards
ebay.us/m/svyzf8
1
93