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Good Reads and A Good Watch
Howard Lindzon
September 08, 2019
I binge watched ‘The Spy‘ on Netflix today because it is 110 degrees outside. I thought it was really good.
This Bloomberg piece on ‘Battle of The Bubbles‘ was a good read. I thought Lacroix/$FIZZ would be a good short back in 2017 when I wrote ‘Plop Plop Fizz Fizz‘ and I should have taken the trade as the stock has plummeted from $105 to $40.
It is hard to build a moat in seltzer water.
Walmart accomplished what we’d hope for from our elected leaders. Striking a balance, threading the needle between constituencies, and crafting a solution that hopefully prevents more tragedies of the commons. Reaching a solution that likely reduces future massacres and reflects the will of the majority of Americans — access to guns, but not weapons of war, by law-abiding citizens after a background check.
Doug McMillon and Donald Trump walk into a bar. One acts presidential, the other is president.
Walmart is now at all-time highs.
Have a great Sunday.
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