Blue Bottle Counter Culture Death Wish Intelligentsia La Colombe Peet's Stumptown

Added on by C. Maoxian.

THE HISTORY OF PEET’S COFFEE

JAB Completes Acquisition of Peet’s Coffee & Tea, Inc. October 29, 2012

A Note About Peet's, October 05, 2015

“As of this week, we [Stumptown] have been acquired by Peet’s Coffee & Tea.”

Peet's Coffee & Tea Buys Intelligentsia Coffee Oct 30, 2015

“This is Peet's second major purchase in a month. In early October, the company announced its purchase of Portland, Ore.-based Stumptown Coffee.”

JDE Peet’s is the world's leading pure-play coffee and tea company

— Publicly-listed in Amsterdam

Nestlé acquires majority interest in Blue Bottle Coffee SEP 14, 2017

From Nestle’s 2017 Annual Report:

In 2017, several acquisitions helped to strengthen our positions in fast‑growing categories and to give access to new business models. Responding to consumer demand for new coffee experiences, we took a majority stake in the U.S. coffee roaster and retailer Blue Bottle Coffee…

To further enhance Nestlé’s coffee portfolio in premium experiences and e‑commerce, we acquired a majority stake in the super premium U.S. roaster and retailer Blue Bottle Coffee in late 2017. Blue Bottle’s success is built on three key values: deliciousness, hospitality and sustainability. With 49 cafés and a further 39 to be opened in 2018, future strategic growth focuses on expanding its retail presence in the U.S. and Asia, and accelerating its online and supermarket presence.

I like the use of the term “super premium.”

Chobani Acquires La Colombe December 15, 2023

Chobani acquired La Colombe for $900 million. Chobani financed the acquisition through the combination of a newly issued $550 million term loan, cash on hand and the exchange of Keurig Dr Pepper’s (KDP) minority equity stake in La Colombe into Chobani equity.

Counter Culture Coffee still independent

Death Wish Coffee is a terrible name and I’m turned off by their whole approach, “rebellious by nature,” all the tatted Millennials, and it’s based in Saratoga Springs so I should support them, but nah!

Founded in 2012. We're headquartered in downtown Saratoga Springs with manufacturing down the road in Round Lake, New York. We live to rebel against blah beans—and a boring, lackluster life.

[Don’t tell me how to live my boring, lackluster life, you assholes.]

Stock du Jour -- GNLN

Added on by C. Maoxian.

This thing was the biggest gapper (see table below the chart, click to enlarge) opening at 9.50 and I paid 45 cents a share and got short with a 10.09 ave and waited around all day for it to drop below $5 … but the rigger launched a squeeze in the late afternoon taking price up to $21.50 a share (reminder: it closed at $2.47 yesterday, that’s a 770% move, see table below) before #whocouldanode: Greenlane Announces Pricing of $6.5 Million Private Placement Priced At-the-Market Under Nasdaq Rules

CC40 -- Criterion Collection 40-Film Box Set

Added on by C. Maoxian.

Interesting new box set from Criterion, here’s the blurb:

This monumental forty-film box set celebrates forty years of the Criterion Collection by gathering an electrifying mix of classic and contemporary films, and presenting them with all their special features and essays in a deluxe clothbound, slipcased edition … Neither a historical survey nor a top-forty compilation, this exciting, personal, unpredictable anthology reflects the cinematic joys and inspirations of the creative community that makes the Criterion Collection possible.

Here are the included films, listed chronologically, with my comments:

  1. His Girl Friday (1940) — No

  2. Sullivan’s Travels (1941) — Yes (Great movie)

  3. Bicycle Thieves (1948) — Haven’t seen in ages

  4. The Red Shoes (1948) — No (gay, showbiz thing)

  5. Ace in the Hole (1951) — No (Kirk Douglas plays an asshole)

  6. Tokyo Story (1953) — Yes (Great movie)

  7. On the Waterfront (1954) — No (Shirtless Brando mumbling)

  8. The Night of the Hunter (1955) — Yes (Great movie)

  9. Sweet Smell of Success (1957) — No (surprisingly I hated this)

  10. Pickpocket (1959) — Haven’t seen in ages

  11. Cléo from 5 to 7 (1962) — Haven’t seen in ages

  12. Jules and Jim (1962) — No

  13. 8½ (1963) — Haven’t seen in ages

  14. Persona (1966) — Never seen it? Seen lotta Bergman though

  15. Seconds (1966) — Yes (Great movie)

  16. The Battle of Algiers (1966) — Yes (Great movie)

  17. Weekend (1967) — Never seen it?

  18. Night of the Living Dead (1968) — Never seen it?

  19. Wanda (1970) — No

  20. Sunday Bloody Sunday (1971) — No

  21. A Woman Under the Influence (1974) — God no, Cassavetes is AWFUL, ALWAYS

  22. Barry Lyndon (1975) — No

  23. Mirror (1975) — No, Tarkovsky, has some inspired scenes, but as a whole, no

  24. 3 Women (1977) — Never seen it?

  25. House (1977) — No (super weird Japanese thing)

  26. All That Jazz (1979) — No (gay showbiz thing, see The Red Shoes)

  27. Being There (1979) — No (but I usually love Peter Sellers and Hal Ashby, so it’s strange I don’t like this)

  28. Repo Man (1984) — Yes (Great movie)

  29. Mishima: A Life in Four Chapters (1985) — No, if it’s the movie I’m thinking of

  30. Down by Law (1986) — No, but Jarmusch made one great movie: Dead Man (also a Criterion issue)

  31. Do the Right Thing (1989) — No, I mean yeah, Spike Lee, 1980s New Yawk, had to put a black guy on the list, etc. but no…

  32. My Own Private Idaho (1991) — Never seen it, gay thing, I should see it

  33. Naked (1993) — No, this is Mike Leigh? He made Kes, which IS a great movie, this one is just sort of disturbing…

  34. Safe (1995) — Todd Haynes, very gay stuff, though I LOVE Nicole Kidman in everything, she is smart and hard-working…

  35. Ratcatcher (1999) — Lynne Ramsay, this is slash your wrists depressing, I recommend her You Were Never Really Here, I think that’s her masterpiece…

  36. In the Mood for Love (2000) — Yes (Great movie)

  37. Love & Basketball (2000) — Never heard of it, uh oh, looks like another token black movie

  38. Yi Yi (2000) — Three hour movie from Taiwan, never been able to make it through it…

  39. Y tu mamá también (2001) — Yes, I saw this when it first came out and liked it, but recently re-watched it and wasn’t as thrilled.

  40. La Ciénaga (2001) — YES! I’m thrilled they included a Lucrecia Martel movie, though I liked The Holy Girl best from the Salta Trilogy.

Stock du Jour -- MGOL

Added on by C. Maoxian.

Unusual to see a regular trading hours squeeze, but MLGO did one today. Borrow was expensive at just over $2,000 (9.9 cents) … no gappers today (unless you counted CDT, which is under 50 cents), so the Opening Print Boyz had nothing to do.

Stock du Jour -- ADTX

Added on by C. Maoxian.

This thing dinged pre- and then they really rigged it later on, driving it up above $2. I paid $1,000 exactly for the borrow (2 cents a share). ADTX has the worst looking Fuzzy DD I’ve ever seen:

S-1, Warrants up the yin yang, Convertible Notes, Convertible Preferred, an ATM, and an Equity Line … and of course, you guessed it: WAIN.

Someone I know made $29,000 shorting this.

Stock du Jour -- LYT

Added on by C. Maoxian.

You guessed it, big gapper… 85% from previous close to open or 132% from previous close to the pre-market high … short the open, stop somewhere above, cover end of day. Or you could do what I did and mangle it with multiple covers, thus cutting my profits short. Borrow was 2.4 to 3.9 cents per share. Over $1,000 in borrow fees. Oh, your guru never mentions the fees? Wonder why.

Not a lot of dings, and I hate to say it but my dinger broke and I missed a bunch of trades as a result, including a monster win, but c’est la vie.

Are Your Devoted Followers At Hand?

Added on by C. Maoxian.

Just saw this at Glimmerglass… this is my favorite scene:

When the foeman bares his steel,

Tarantara! tarantara!

We uncomfortable feel,

Tarantara!

And we find the wisest thing,

Tarantara! tarantara!

Is to slap our chests and sing,

Tarantara!

For when threatened with emeutes,

Tarantara! tarantara!

And your heart is in your boots,

Tarantara!

There is nothing brings it round,

Like the trumpet’s martial sound,

Like the trumpet’s martial sound,

Tarantara! tarantara!

Go, ye heroes, go to glory,

Though you die in combat gory,

Ye shall live in song and story.

Go to immortality!

Go to death, and go to slaughter;

Die, and every Cornish daughter

With her tears your grave shall water.

Go, ye heroes, go and die!

Go, ye heroes, go and die!

Though to us it’s evident,

Tarantara! tarantara!

These attentions are well meant,

Tarantara!

Such expressions don’t appear,

Tarantara! tarantara!

Calculated men to cheer,

Tarantara!

Who are going to meet their fate

In a highly nervous state.

Tarantara! tarantara! tarantara!

Still to us it’s evident

These attentions are well meant.

Tarantara! tarantara! tarantara!

Go and do your best endeavour,

And before all links we sever,

We will say farewell for ever.

Go to glory and the grave!

Go to glory and the grave!

For your foes are fierce and ruthless,

False, unmerciful, and truthless;

Young and tender, old and toothless,

All in vain their mercy crave.

We observe too great a stress,

On the risks that on us press,

And of reference a lack

To our chance of coming back.

Still, perhaps it would be wise

Not to carp or criticise,

For it’s very evident

These attentions are well meant.

Stock du Jour -- MGOL

Added on by C. Maoxian.

There was some broad market volatility so there weren’t that many dings, but MGOL was one of them. I missed the entry and have no idea what the borrow cost was.

Not many dings…