Tim Delaney

$MAMA wins "deal of the year" award. Buys an asset for $17.5mm and it comes with $50mm+ of profitable sales, $12.5mm of PPE, and $3mm of net working capital. If they don't improve Crown's sales or margins (extremely unlikely IMO), they're basically paid back in a couple months.

Nantucket is considering an island-wide ban on pickleball courts

Former Regional Associate Director at $CELH shares his views on the industry and $CELH: - During the expert’s time at $CELH, their marketing strategy was focused on influencers. Mainly influencers from the fitness space. $CELH is a brand that is not that focused on working with A-list celebrities. - Half the marketing resources for the U.S. market were spent on influencer marketing. The second part would be consumer trial programs with events, and the third seeding program among college students. - The biggest hurdle the brand had was around artificial sweeteners and people's views about artificial sweeteners. - The $CELH strategy focuses on the gyms and being a pre-workout drink. - According to the expert, the company is big on $AMZN because of the lack of distribution in other channels. He still thinks that the most important channels for energy drinks are convenience stores and places. - In terms of demographics, the energy drink category is dominated by young people and stretches maybe to the 40-45-year-old ones in the U.S., but not higher.

We don't need another private equity deal that could lead to higher food prices for consumers. The @FTC is right to investigate whether the purchase of @SUBWAY by the same firm that owns @jimmyjohns and @McAlistersDeli creates a sandwich shop monopoly. politico.com/news/2023/11/21…