Brighton Capital @BrightonCap Twitter profile

Last Seen Profiles

@MUALLA57190794

@ZeldaVox

@EmelinTheatre

@Vaneeeeechka

@wolfhard

@axieraylights

@drawsmile2093

@KrystalTingle

@dustinvarano

@grslmonsos

@yunnnny120

@stw_pdg

@lovehimble

@telewoy

@AabbToken

@stw_pdg

@marianoemarino

@tomori_tmr

@veryEezzy

@emmaamelia95

@ooooootaru

@stw_pdg

@Dan_Wyke

@PrimColoursNFT

@arlo_eth

@_gangaji_

@boibused

@goldentimefr

@Assaf_Nis

@seriniofficial

@DOC2US

@YouTube

@boibused

@seriniofficial

@EttaMort

Brighton Capital

@BrightonCap

4 years

@evren__7 @broceefus You should play...

1

9

628

Brighton Capital

@BrightonCap

4 years

Beyond Meat: How this company has an almost $10B mkt cap is Beyond Me. In a few more days they could call this product The Costanza.

32

24

240

Brighton Capital

@BrightonCap

4 years

Meat inspection: As of Apr 12, 145 USDA inspectors infected + 130 self-quarantine + 3 dead. Blows a big hole in the baseless, blame-casting, bigoted theory put forth by CEO of @SmithfieldFoods , an owner of @Triumph_Foods and @govkristinoem that "99% of transmission is at home."

6

76

134

Brighton Capital

@BrightonCap

1 year

@Gaber205 @WhiteWheatTweet It gets better: * she complains about forthcoming bills for emergency room. * says "journalists are vultures" (her employer claims to be a news org).

0

1

125

Brighton Capital

@BrightonCap

4 years

@MplsWard3 There should also be a middle ground on the residency issue. 92% living outside of Mpls is part (a large part?) of why they don't give a rat's ass about their employer or the taxpayers. I've read that some cities have settled on a minimum of 5 yrs residency. @MinneapolisPD 1/2

5

7

117

Brighton Capital

@BrightonCap

3 years

@ddale8 @natemuzzy IDK who he is but "happy memories" while fantasizing about pedophilia, blood drinking, child murder and other satanic rituals. Strange definition of happy.

3

4

116

Brighton Capital

@BrightonCap

4 years

Diesel: If you're a large farmer, diesel has only been this cheap for two periods since 2005.

6

43

102

Brighton Capital

@BrightonCap

2 months

Ken Griffin invites you to one of his estates for lunch. While he's in the bathroom, you check the sofa cushions and find $3.5M. What do you buy? A 44-story office bldg in St Louis (formerly the SBC/AT&T bldg) or two tractors and one combine?

16

9

92

Brighton Capital

@BrightonCap

2 years

@jaylencavil Never heard of her but @ExileBrewingCo took $1.3M from the federal govt. Did she get tested too?

1

18

88

Brighton Capital

@BrightonCap

1 year

Best Cities in the United States: 1. New York 2. Chicago 3. Los Angeles 4. San Francisco Was this written by someone with an underwater commercial real estate portfolio?

America's 100 Best Cities

A ranking of the Best American Cities with metro populations of 500,000 people or more.

www.worldsbestcities.com

11

1

87

Brighton Capital

@BrightonCap

5 months

I wonder if Matt Damon is busy. Like his Jason Bourne character, he could come back every few years in a film about ADM ( @ADMupdates ).

9

6

83

Brighton Capital

@BrightonCap

4 years

@MichaelEWebber Here's a French mystery: With lockdowns, most US grocery chains & warehouses are having a good to fantastic yr, but not Casino and Carrefour. Something diff about major markets in France and Latin America? No idea... I haven't researched those two, just noticed the difference.

15

16

69

Brighton Capital

@BrightonCap

4 years

@netflixfamily @netflix You have the worst line-up of "Christmas" films. Don't be such a scrooge, you've had the good ones before. You're sending customers to Amazon Prime or other services for the classics.

3

1

74

Brighton Capital

@BrightonCap

2 months

If you ever wondered if @FarmBureau was just a wing of the modern GOP, with a large financial services affiliate slinging insurance to unwitting suburbanites, the first 10 pages of their policy book will leave no doubt.

11

23

72

Brighton Capital

@BrightonCap

3 years

Nat Gas, real life inflation: Businesses in MN that are unhedged or don't have other pricing agreements are going to pay $10.86/million BTU in Oct, quite a shock from a long period of $5 to $6. Source: CenterPoint

3

27

68

Brighton Capital

@BrightonCap

3 years

Good reporting on what happens when you throw a lot of money at an agricultural start-up, staff it with mostly non-ag people and enter a couple of low-margin businesses with globe-straddling incumbents.

How a Billion-Dollar Farm-Tech Startup Stumbled, Then Revamped

Operational missteps put Indigo Agriculture on the outs with farmers in its early days. It is revising its offerings, and now old-line giants are implementing their own tech products for grain and...

www.wsj.com

10

7

67

Brighton Capital

@BrightonCap

3 years

A reminder: Trade commodities, don't invest in them. If you want to invest, buy shares of a commodity-producing company and hope it's the right one. Alternatively, marry the son or daughter of a land/timber/oil baron.

4

7

68

Brighton Capital

@BrightonCap

9 months

In this context "discover" is an odd word choice for a news organization. @USAID is not exactly hiding their work from the public.

Fact Sheet: Agriculture Resilience Initiative (AGRI) - Ukraine | Document | U.S. Agency for...

The United States, through the U.S. Agency for International Development (USAID), established the Agriculture Resilience Initiative -Ukraine (AGRI-Ukraine)to bolster Ukrainian agriculture exports and...

www.usaid.gov

60 Minutes

@60Minutes

9 months

60 Minutes discovered the U.S. is financing more than weapons in Ukraine. The government is buying seeds/fertilizer for farmers, paying the salaries of 57,000 first responders and subsidizing small businesses.

9K

14K

33K

5

14

64

Brighton Capital

@BrightonCap

2 years

@JayinKyiv It looks like they fund prison transport better than military transport.

2

1

61

Brighton Capital

@BrightonCap

4 years

@oneunderscore__ @UCBearcat92 Life advice: Don't trust anything connected to Steven Bannon or The Epoch Times (both mentioned in the linked article).

2

12

51

Brighton Capital

@BrightonCap

3 years

Why is chicken so cheap? These four columns explain most of it. /National Chicken Council.

3

15

55

Brighton Capital

@BrightonCap

3 years

Top U.S. flour millers

4

16

55

Brighton Capital

@BrightonCap

1 year

How cheap is pork? If the current "primal" values carried over into retail, there should be bargains in pork chops, back ribs, spare ribs, bacon and maybe brats and other sausages (but you're not supposed to ask how the sausage is made/where it comes from).

8

18

52

Brighton Capital

@BrightonCap

1 year

Eggs: Midwest producer (on-farm) price has fallen for 23 days and counting ($2.45/doz total). Current price of $2.66 last seen in late October, first crossed in early April.

5

20

52

Brighton Capital

@BrightonCap

3 years

@CitizenMom47 How many at that rally know about the importance of Wellington or Oberlin in the Underground Railroad (some of the homes are still there), or that Oberlin College was 1st or 2nd in the nation in admitting women and blacks? Or the Wellington connection to the famous Spirt of '76?

5

6

49

Brighton Capital

@BrightonCap

4 years

@MplsWard3 @MinneapolisPD It's good to see the Univ of Minn canceling a contract and it looks like the Park Board and School Board are considering the same. Retailers - esp the prominent grocery stores should get behind the move to racist- and thug-free night time security. @MinneapolisPD

1

6

48

Brighton Capital

@BrightonCap

4 years

Comments from CEO of Land O' Lakes to the banksters in Mpls (plus a joke at Cargill's expense). 2. Widows own about 60% of farmland in Iowa. 5. Rural America should be viewed as the “new inner city.”

4

14

47

Brighton Capital

@BrightonCap

4 months

Residents of one of the richest countries on Earth shouldn't regularly be whining about the cost of gasoline, but they do, and loudly.

8

6

44

Brighton Capital

@BrightonCap

10 months

Cheapest corn since December 2020.

5

9

46

Brighton Capital

@BrightonCap

3 years

For corn & soybean traders, here's what you need to know about whether it rained in MN in the last 72 hrs. "Tinkle, tinkle" vs. "I just drank a 12 pack of lawnmower beer."

WCCO | CBS News Minnesota

@WCCO

3 years

Wow! This rain is making a BIG difference! Check out this video sent in by viewer Steve Prieve showing Minnehaha Falls before and after the rain.

10

110

708

3

7

45

Brighton Capital

@BrightonCap

5 months

The grain business in one paragraph. "I award you NO ECONOMIC MOAT" ADM fair value $60 /Morningstar (this is a snip from their basic report, freely available)

7

4

44

Brighton Capital

@BrightonCap

3 years

@MidwestHedgie Says the medical doctor who now has a hedge fund. ;-) I get your point and I agree but "our best & brightest going into x rather than something important and beneficial to society" is an old complaint. X has been investment banking, strategy consulting, dot bombs, web 2.0 etc...

2

0

41

Brighton Capital

@BrightonCap

2 years

@donpcarr Five males and one insurance agency with her husband's family name in Lake Nord, Bryant, De Smet, and Hayti, South Dakota took $265K in PPP loans, all forgiven.

2

3

43

Brighton Capital

@BrightonCap

1 year

Iowa, hogs, smells, water pollution (free link) I spy: an interview subject has a strategically placed book authored by @RiverRaccoon

When Your Neighbor Is a Farm With 2,500 Hogs

Local lawmakers and state courts have taken steps to shield large-scale hog barns from lawsuits—and paved the way for them to expand.

www.wsj.com

5

15

43

Brighton Capital

@BrightonCap

3 months

Last week's fert spill in Iowa. Dead fish and other aquatic life for 50 mi into Missouri. Hard to believe this happened in 2024. This is not Billy Bob's Feed, Seed & Fertilizer. @NEWCooperative has *90* facilities but apparently no money for wireless or wired tank monitors.

JB Exposure

@ExposureJb

3 months

@RiverRaccoon @piper4missouri Read below article. No living fish. Acute toxicity. Killed at cellular level in gills. 265,000 gallons of liquid nitrogen fertilizer into the river. Frogs snakes mussels earthworms dead. Water wells near river tested for levels.

0

6

9

5

13

44

Brighton Capital

@BrightonCap

3 years

@plotner_mike "You would do well to remember that." That's a threat. Do @BASF @AgriGold and @360yieldcenter support this kind of behavior? Also, the man's twitter name contains the word HEDGE, not HEGE and not WEDGE. For a "reality" show about corn, they might want to brush up on mktg terms.

2

1

40

Brighton Capital

@BrightonCap

3 months

The greed of @fritolay @PepsiCo knows no bounds. They've broken the $6 barrier for a 9.25 oz bag. That's $10.88/lb, more than some cuts of steak.

10

7

42

Brighton Capital

@BrightonCap

1 year

@JLinvilleFert Table service restaurant? If so, none of those.

4

0

41

Brighton Capital

@BrightonCap

1 year

Top 20 US states by fecal density. If No. 2 surprises you (bahaha), Delaware is a small state with a huge number of broilers. Source: @RiverRaccoon and his recent book The Swine Republic.

7

19

39

Brighton Capital

@BrightonCap

1 year

The Rogan podcast placement is funny (bottom, dead center): It ranks next to garbage in terms of consistently factual information, but he's carved out a very profitable niche in serving up slop from both sides.

12

2

38

Brighton Capital

@BrightonCap

3 years

Check out this question from the category "Talk like a farmer" (it's 20 seconds long). Based on this deep research, I'd say that contrary to market headlines, very few people speculate in ag commodity markets.

WestLoopTom

@WestLoopTom

3 years

@MSGCapital they got this wrong and Matt is losing.

2

0

11

4

7

38

Brighton Capital

@BrightonCap

3 years

@ZR1Trader @Breaking911 That's beautiful. Newsmax has obv gotten "the letter" if not the lawsuit (I can't remember); Lindell remains all in and I'm almost positive he's received the letter.

0

2

32

Brighton Capital

@BrightonCap

3 years

The @nytimes needs to sign up for my half-day course in identifying common agricultural products and agricultural and construction equipment.

3

36

Brighton Capital

@BrightonCap

4 years

@Rschooley @daswenson It has to sting knowing little, if anything, is going to be named after an impeached president.

List of things named after Bill Clinton - Wikipedia

en.wikipedia.org

5

7

35

Brighton Capital

@BrightonCap

4 years

Me to wife: "Wife, we go through a lot of hot sauce." Yesterday this arrived. I don't know which brings me greater joy: 64 oz (with a pump!) or that she occasionally hears what I say. 🤪

3

0

36

Brighton Capital

@BrightonCap

4 years

Bucket list item achieved: Hanging outside the liquor store, was the first person in at 10:00:01 a.m.

2

0

36

Brighton Capital

@BrightonCap

1 year

Ethanol and another chapter in big companies doing dumb things: Mar 2018: The Andersons and ICM announce the "world's most advanced ethanol plant" in Colwich, KS. Apr 2023: It's in receivership with an estimated $90M write-off.

The Andersons, Inc. Announces ELEMENT, LLC has been Placed into Receivership

/PRNewswire/ -- The Andersons, Inc. (Nasdaq: ANDE) announces that on April 18, 2023, ELEMENT, LLC (ELEMENT), a joint venture with ICM, Inc. in which The...

www.prnewswire.com

1

8

34

Brighton Capital

@BrightonCap

9 months

Soybean oil for biofuel use: this looks like the death cross in price chart technical analysis.

1

8

33

Brighton Capital

@BrightonCap

2 years

Cheaper natural gas = cheaper food, eventually. (3 yrs of nearest Urea contract and prices are back to Sept 2021 levels).

2

7

35

Brighton Capital

@BrightonCap

5 months

Anyone who grows feed or food, processes it, or eats it should stop demonizing immigrants and offer constructive solutions. Red Xs are major meat packing plants owned by Hormel and JBS. Over 10K Mexicans (+other Latinos +undereports) live in these three counties.

1

4

34

Brighton Capital

@BrightonCap

1 year

Large ponzi scheme in cattle comes to an end. Three suicides and it sounds like Rabobank needs to improve their collateral inspections.

Texas cattle feeding Ponzi scheme exposed

USDA urges individuals involved to file Dealer Trust claims immediately.

www.beefmagazine.com

3

6

33

Brighton Capital

@BrightonCap

3 years

@ruralgoneurban @bmreadel @JohnDeere @JDCLASSIC THESE are the people that should be writing wellness/how to be happy books. A long marriage AND they're both able to get up on that tractor at age 90. Pretty impressive hips and knees! ;-)

0

3

31

Brighton Capital

@BrightonCap

5 months

Couple of egg factoids: -McDonald's bought 2 billion eggs last yr, all from Cargill -Cargill provided financing to its contract growers to transition to cage-free (article says $850M; that sounds like a lot... maybe an error)

McDonald's now using 100% cage-free eggs at U.S. locations with help from Cargill and Minnesota...

Forsman Farms built a cage-free facility in Minnesota to help meet growing demand for cage-free eggs.

www.startribune.com

1

6

33

Brighton Capital

@BrightonCap

3 years

I've had it with this halo of "plant-based" as though the incumbent product was made from oil we extracted from the moon. <goes outside to yell at clouds>

8

1

33

Brighton Capital

@BrightonCap

3 months

It's a bold strategy, let's see if it pays off for them.

FarmPolicy

@FarmPolicy

3 months

After the US lost its status as the world’s top #exporter of #crops over the past decade, its #farmers are ready to fight back. The strategy: maximizing #production .

1

0

5

1

32

Brighton Capital

@BrightonCap

4 years

Egg market beginning to show cracks.

11

3

32

Brighton Capital

@BrightonCap

3 years

Mosaic (fertilizer) earnings:

8

11

31

Brighton Capital

@BrightonCap

1 year

Louis Winthorpe III explaining single product commodity companies, e.g. coal, natural gas or eggs: "One minute they're repossessing your Bentley and the next, boom, you're up $600 million."

2

5

32

Brighton Capital

@BrightonCap

3 years

Corn! Lowest cash price since early April. Livestock producers should be happy. Scratch that. They're never happy. Let's go with less gloomy.

2

1

30

Brighton Capital

@BrightonCap

4 years

@agri_cole @pinchehonkey Does someone walk behind and toss a fish into each hole? ;-)

0

31

Brighton Capital

@BrightonCap

3 years

Now THIS is a photograph. The only thing that could make it better is Godzilla emerging from the Bay.

Ron Eisele

@ron_eisele

3 years

B-17

9

121

829

4

0

31

Brighton Capital

@BrightonCap

2 years

@donpcarr Well, well, well. Turns out the insurance agency is her husband. $56,416.34 in govt welfare. Strange because we constantly heard "South Dakota is open for business" and the insurance industry, including small town agents, didn't suffer at all.

1

3

29

Brighton Capital

@BrightonCap

3 years

@GrainSurgeon How do you analyze companies and gather investment funds with that kind of a response? But he's probably laughing all the way to the bank.

0

27

Brighton Capital

@BrightonCap

3 years

@Rationalist69 @rljourno If successful, it will become known as "The Grinch close"

0

1

31

Brighton Capital

@BrightonCap

4 months

Tough times for traditional biodiesel. Chevron announces closure of 2 of 10 plants in as many days. Tough also for small town locations. Good jobs but the future is renewable biodiesel, often located in/near metro areas with petroleum infrastructure.

3

9

30

Brighton Capital

@BrightonCap

6 months

Good advertisement. Funny stereotypes and you don't know what they're selling until the end. P.S. This will play with English subtitles. That's helpful because the characters speak Australian.

Guillaume Huin

@HuinGuillaume

6 months

i've seen crazy ads in my life but NOTHING compares to this.

836

8K

41K

7

3

30

Brighton Capital

@BrightonCap

3 months

Cocoa is mind boggling. $2700/mt a yr ago and $8500 today. Society doesn't need cocoa like it needs rice, wheat, refined crude oil products and natural gas to function* *might include coffee but sleep, tea, synthetic caffeine and meth are readily available substitutes.

7

4

29

Brighton Capital

@BrightonCap

9 months

Sep 24: Despite heat & dryness, Iowa farmers are expected to see good yields and income this year, USDA forecasts show. - Des Moines Register Sep 30: Delta launches first ever direct flight from Mpls to Turks & Caicos, service from Jan 20 to Apr 6. -Star Tribune

0

1

29

Brighton Capital

@BrightonCap

3 years

@CrimeADay I think people forget Mane & Tail, Udderly Smooth, and Bag Balm jumped species years ago. ;-)

4

0

27

Brighton Capital

@BrightonCap

3 years

@SimpleJackCap This one cracked me up. TL;DR. Fools don't know if they're buying Blockbuster or Blackberry.

3

0

25

Brighton Capital

@BrightonCap

2 years

Eggs: New all-time high of $3.88/dozen FOB the farm. In-store price averages about 70 cts/doz higher in normal times, but between promos and cost plus contracts, you might be able to find them cheaper than ~$4.50 doz.

3

4

29

Brighton Capital

@BrightonCap

10 months

US bio/renewable diesel, present & projected, is bad policy * produce more edible oil, burn it = price increases * we export less; we don't "Feed the World" like we tell ourselves * we don't cut forests for beans (or palm) but other countries do * biz cannot exist w/o tax $$$

6

5

28

Brighton Capital

@BrightonCap

3 months

A history of Chicago Wheat (SRW) implied volatility.

1

4

27

Brighton Capital

@BrightonCap

4 years

Young teacher, blank slate. Quite a photo and quite a life.

0

2

28

Brighton Capital

@BrightonCap

7 months

We're doomed.

5

2

28

Brighton Capital

@BrightonCap

2 years

People are funny, continued: Visiting former neighbors in new home. Conversation starts with cheese, somehow moves to Michael Pollan, living conditions of chickens, and then eggs. (Yes!) Both believe white eggs are bleached so they buy brown. <head-slap>

3

0

28

Brighton Capital

@BrightonCap

1 year

Food inflation: Hear me now, believe me later. Some items won't see much of a price drop even if lightly processed & underlying commodity tumbles as it has in *wholesale* wheat flour (down 30% from high and 20% yr over yr. Note post-2008 bread. "Never waste a price crisis."

4

1

27

Brighton Capital

@BrightonCap

3 years

Farming is a very dangerous occupation. It's up there with fishing and logging for injury and death rates. Unlike those industries, though, in farming a child dies about once every three days. The industry, including @JMManufacturing , needs to do better in their advertising.

8

2

27

Brighton Capital

@BrightonCap

1 year

The national ice cream association has found their star.

1

4

27

Brighton Capital

@BrightonCap

3 months

You think you have a hard time crafting a dating site profile...

6

1

27

Brighton Capital

@BrightonCap

4 years

@MNReformer He's also been suspended, demoted, cost the city at least $75,000 (in 15+ yr ago dollars), gets in bar fights, calls everyone he doesn't like a terrorist, career stalled out, etc etc. Racist. Thug. P.O.S.

1

0

24

Brighton Capital

@BrightonCap

1 year

🎵"So we crashed the gate doing ninety-eight I says "Let them truckers roll, 10-4" 🎵

Visegrád 24

@visegrad24

1 year

BREAKING: The Wagner Group has smashed through the first road barriers on the way to Moscow

232

2K

11K

3

1

27

Brighton Capital

@BrightonCap

3 years

Fertilizer: Quarterly avg prices in usd/st as reported by @MosaicCompany . 2021 Q4 = first three Fridays in Oct.

0

16

26

Brighton Capital

@BrightonCap

3 years

Over the last couple of years the skeptics on Ag Twitter have been right about this one.

Isis Almeida

@isiscarol14

3 years

Ag-Tech Startup Indigo Slims Down as CEO Gears for Green Future #ags #carbon #food w/ ⁦ @brebradham ⁩

0

4

6

8

0

26

Brighton Capital

@BrightonCap

1 year

Tyson Foods' fake nurse is married to the plant manager. That company has a LOT of ethical and governance problems.

FJ_PORK

@FJ_PORK

1 year

A plant nurse at a Tyson Foods medical clinic, Bobbie Gail Blair, 49, has been charged with 10 counts of impersonation of a medical professional and two counts of identity theft after falsely claiming to be licensed.

0

2

4

2

26

Brighton Capital

@BrightonCap

1 year

The patriarch of Rose Acre farms, 2nd largest egg producer in US, had a colorful mid-life crisis. A red sports car would have been cheaper, because a few yrs later his former wife and children voted their shares in a block and gained control.

3

26

Brighton Capital

@BrightonCap

1 year

@punished_cait @MickEnglewood Maintenance guy must get his household hints from Peggy Hill.

0

26

Brighton Capital

@BrightonCap

4 years

@kicksave98 @travisakers The real money came from US taxpayers - student loans for questionable degrees from the online arm of Liberty Univ.

1

6

24

Brighton Capital

@BrightonCap

4 years

Want to know how to make money with cruise ships? Fill them with oil.

2

3

25

Brighton Capital

@BrightonCap

3 years

These nat gas prices are going to leave a mark on agriculture (fertilizer production, grain drying, ethanol processing), and prices are 5x higher in parts of Europe and Asia. Ouch!

3

2

26

Brighton Capital

@BrightonCap

4 years

@_cingraham @natemuzzy He could also afford to hire someone to choose an appropriate shirt for that jacket.

2

0

24

Brighton Capital

@BrightonCap

4 years

@Stonekettle @natemuzzy It hurts to see the @USMC flag sold next to confederate and Nazi flags. The military bases named after confederates cannot be renamed soon enough.

0

2

25

Brighton Capital

@BrightonCap

2 years

@anwmo @nicolehneri @deenafaywinter @MNReformer And the flag. Neither belong there.

0

24

Brighton Capital

@BrightonCap

4 years

@YellowstoneNPS @ProfSecchi Strap a football to its back, place a female in the end zone, and we have ourselves a football season!

2

0

23

Brighton Capital

@BrightonCap

4 years

@caseadilladilla Dr. Seuss was right! A cow fish from "McElligot's Pool"

1

0

24

Brighton Capital

@BrightonCap

3 years

If you're reading this, soybeans have been at this level only five times in your life (2008, 2012, 2013, 2014 and today). 40 cts down? Eh... perspective.

1

5

24

Brighton Capital

@BrightonCap

4 years

Warren Buffet is getting into the US grain business (and about 100 other new things) via a stake in Marubeni, owner of Gavilon and Columbia Grain. Already owns Brock grain bins so, snynergy, baby!

Stephen Stapczynski

@SStapczynski

4 years

Warren Buffet bets billions on Japan's trading houses Berkshire Hathaway announced that it has acquired a 5% stake in each of the top traders -- Itochu, Mitsubishi, Mitsui, Marubeni and Sumitomo. That's worth ~$6.5 billion Berkshire accumulated the stakes over the last year

10

169

352

1

11

24

Brighton Capital

@BrightonCap

5 years

Pigs! If China has lost ~25% will they come to mkt and send pxes soaring? Hell if I know, but if this table is accurate (it doesn't include egg, dairy, goat 😋 or plant protein in the total) they may buy for preference and to keep people content, rather than a protein shortage.

4

9

22

Brighton Capital

@BrightonCap

4 years

Just returned from annual pilgrimage to dept store perfume counter. Reminded again that in price per ml, HP ink has only one worthy competitor. Also, I allowed myself to get upsold via GWP trickery and an attractive sales associate (see Clark Griswold/Christmas vacation).

2

0

25