$TAP - got this from dumb money so don't want o take credit. Reopening means more booze at bars. They distribute Topo Chico Seltzers for Coca Cola. They are turning a corner on their debt and fundamentals actually work now. It's a big turnaround story that I think has legs on multiple fronts. I've been in since mid 46ish. I just tried Topo seltzers today. I am convinced this is going to kill it. See sam adams for possibilities.

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Been in since Gavin took over as CEO in 2019, I think fundamentally the company made alot of sense even before the reopening type plays.

Additional Posts

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Biden Administration Tipping Point? I’m starting to think the wheels are coming loose on the Biden administration train. The Delta variant is still eating up the news cycle and the idiotic back and forth on masks and Fauci’s nefarious plot/imminent sainthood are keeping most of the debate away from the simmering underlying issues. My guess is that a year from now we’ll be looking at mid terms no longer defined by a pandemic response but by inflation, deficit, crime and immigration.


If you’ve switched jobs and your h1b transfer is in process, is it safe to travel outside the country?


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