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@latemortgage "And when I say franchise the distribution GTM strategy I mean franchise it to beer wholesalers $KDP @NBWA. Beer wholesalers are desperate for yield and already have the infrastructure"
X Link @latemortgage 2025-10-13T17:10Z XX followers, XX engagements

"Interesting opportunity for agentic commerce to first boost traditional commerce portals like $BKNG then replace them"
X Link @latemortgage 2025-10-15T12:13Z XX followers, XX engagements

"The obvious value creation moves by Starboard Value for $KDP are: X. Coffee spinoff X. Franchise distribution GTM strategy (keep bottling)"
X Link @latemortgage 2025-10-13T16:54Z XX followers, XX engagements

"Wouldn't be surprised to see $GEV trade at the $XXX level by end of 2026"
X Link @latemortgage 2025-10-13T15:56Z XX followers, XX engagements

"Looking for lower beta exposure to the power crunch that we will see over the next XX years Exposure to names like $VST $GEV $CEG $D should bode well"
X Link @latemortgage 2025-10-13T13:34Z XX followers, XX engagements

"Per ZH: The spot market heat map in SONAR which tracks sudden shifts in spot market rates has turned extremely blue indicating that spot rates are suddenly surging well beyond recent trends. $XTN $TPOR $SUPL"
X Link @latemortgage 2025-10-09T12:22Z XX followers, XX engagements

"This is happening without tender volumes or rejections indicating market stress - i.e. the purging of immigrant truck drivers is the root cause. $XTN $TPOR $SUPL"
X Link @latemortgage 2025-10-09T12:22Z XX followers, XX engagements

"Best of all beer wholesalers will pay high brand multiples given how little opportunity there is to put leverage to work right now $KDP"
X Link @latemortgage 2025-10-13T16:57Z XX followers, XX engagements

"Don't want to pay capital gains Become a resident of Puerto Rico - many of my crypto bros move to Puerto Rico prior to a liquidity event. $BTC $ETH $SOL"
X Link @latemortgage 2025-10-13T19:35Z XX followers, XX engagements