Walmart's EBITDA Multiple Jumps From 6x to 23x
What a re-rating for Walmart stock. From 6x EBITDA in 2011 to 23x today. Sometimes buying good businesses cheaply just works. https://t.co/ORuNNv1HBY
FDA's New Move Undermines mRNA Flu Vaccine
https://open.substack.com/pub/pauloffit/p/weaponizing-the-fda-against-vaccines?utm_campaign=post-expanded-share&utm_medium=web A closer look at the FDA's recent kill shot against an mRNA influenza vaccine.
Netflix Defends Deal, Calls Paramount's Antics a Distraction
Netflix statement re WBD talks with Paramount: "While we are confident that our transaction provides superior value and certainty, we recognize the ongoing distraction for WBD stockholders and the broader entertainment industry caused by PSKY's antics" https://t.co/PzRuPSChaP
Netflix Faces Decision as Paramount Ups Its Bid
Just a few days ago: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make. Right now we're just in an intermission." https://t.co/bmehOb9b18
China's Submarines May Adopt Dual Towed-Array ASW
Looks to me like there might be towed array deployment tubes on the end of those upper x-planes (see the LA-class diagram on the right for an example). If that is what they are, would indicate plans to conduct dual-towed-array acoustic...
Small Distributed Data Centers Ease Grid Load
The question here is how much of this needs to be 1GW data centers that are difficult to add to the grid and driving higher electricity bills? We could build hundreds of thousands of small data centers within existing interconnections for...
Ambiguous CPT Codes Threaten Physicians with Criminal Charges
I interviewed a dual-boarded psychiatrist and internist who warns that the ambiguity of CPT codes is being used to criminalize physicians. Dr. Muhamad Aly Rifai joined me to discuss the chilling case of Dr. Ron Elfenbein. During the COVID-19 pandemic, Dr. Elfenbein...
Ukraine Offers Ceasefire, Russia Demands Surrender, U.S. Stalled
I’ll save you five minutes of your time today so you don’t have to read the news about yet another round of “negotiations” in Geneva: Ukraine is still willing to agree to absolutely any ceasefires, compromises, a halt to the war,...
Future Docs Must Master Digital Health and AI
I'll give a presentation today to medical students at Semmelweis Medical School about the rise of digital health and AI, as part of the 𝐷𝑖𝑠𝑟𝑢𝑝𝑡𝑖𝑣𝑒 𝑇𝑒𝑐ℎ𝑛𝑜𝑙𝑜𝑔𝑖𝑒𝑠 𝑖𝑛 𝑀𝑒𝑑𝑖𝑐𝑖𝑛𝑒 course that I co-launched. 𝐈𝐟 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 𝐨𝐧𝐞 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐲𝐨𝐮 𝐰𝐨𝐮𝐥𝐝 𝐫𝐞𝐚𝐥𝐥𝐲 𝐥𝐢𝐤𝐞...
Insulation First: Heat Pumps Fail Without Proper Home Sealing
Air source heat pumps without well insulated homes are a waste or time. Insulation should always come first. And we need to get a grip on cowboy operators
Koushicare Device Offers Relief for Dry Eye
Can you guess what this device is for? It is made by Koushicare, and it helps people with dry eye. https://t.co/FilgMQ1JEy
Developing Nations Leapfrog Fossil Era, Embrace Clean Power
I *love* this ternary chart showing developing economies increasingly go directly for clean electrons (solar plus some wind), bypassing the fossil economy that the US and EU went through. I expect Africa will take an even more direct route than India. https://t.co/KjsZV3S6P1...
ITRK Acquires Drone Solar Inspector, Yields Improve
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't...
Wisk Envisions Autonomous, Accessible Electric VTOL Air Taxis
Re-up! Autonomous and accessible - Wisk's vision for future electric VTOL air taxis #avgeek #Boeing #eVTOL #Wisk https://t.co/tpZctOS8e0
Urgent Shift to Solar and Wind Over Gas
Forget climate change for the moment. One of the main reasons for supporting green energy is to reduce our reliance on gas for electricity generation. The Ukraine war has compromised access to Russian gas and this has had a massive...
DEBS Targets £35m Raise, Cuts Costs, Prioritises Cash Flow
#DEBS to do a fundraise of around £35m at 20p a share. Reiterates it's previous financial guidance and expects a lot of cost to come out of the business. New focus on Cash Flow.
First Scheduled Helicopter Service Ticket Unearthed From 1950
Cool bit of aviation history discovered by RAeS Librarian in our archives - ticket for world's first scheduled helicopter passenger service, between Liverpool/Cardiff/Liverpool - 1950! #avgeek https://t.co/59ZlxZSTDN https://t.co/Bb7fjvMQS7
GSK
#GSK Exdensur (depemokimab) approved in EU for treating "severe asthma with type 2 inflammation and chronic rhinosinusitis with nasal polyps". Follows from the SWIFT and ANCHOR phase III trials.
CSN Expands Into Luxembourg with €110m Acquisition, 7.5% Yield
#CSN buying Scottish Widows Europe SA in Luxembourg for total cash €110m. Adds 46,000 in-force policies and €1.7bn Assets Under Administration. Enables CSN to enter Luxembourg market. ShareScope showing fwd Dividend Yield 7.2% rising to 7.5%; still tasty.
No‑Compression Breast CT Approved, Yet Still Rare
Pain that comes from mammography has been a common challenge in screening. But what if a device can change that experience? Here is a no-compression breast CT. As far as I know, no-compression dedicated breast CTs like the Koning Vera exist...
Join Me in Berlin to Advance Payments at MPE2026
Counting down the days to #MPE2026 with my @Consult Hyperion Hat on! Join me in Berlin: https://t.co/COnbfNb691 Move payments forward, #MPE2026 is your place. @mpecosystem #Payments #Fintech #MPEBerlin #ILoveMPE https://t.co/XpEOPoPtB3
Legendary Sci‑fi Authors
Yano san dug up the novel from the Japanese limited edition of MGS3. At the time, neither the contributors nor I had any fear. The energy we had was incredible. The lineup of contributors has now become legendary: Stanisław Lem,...
MrBeast Acquires Teen Bank to Teach Gen Z Finance
MrBeast bought a teen banking app with 7M users. His goal: teach Gen Z how to build credit, save, and invest. He says nobody taught him money skills—so he's building the tools he never had. This isn't about YouTube views. It's about owning...
AI Boosts Productivity but Amplifies Workload and Burnout
A provocative new Harvard Business Review article is challenging everything we thought we knew about #AI in the workplace. “AI Doesn’t Reduce Work—It Intensifies It” shares findings from an eight-month study that reveal a counterintuitive truth: instead of lightening workloads, AI...
Western Alliance Myths Unveiled: From Plato to MAGA
Reässessing the “West” from John Winthrop to Marco Rubio: **From Plato to NATO to MAGA: Marco Rubio’s Myths & the Real "Western Alliance”** 2026-02-16 Mo
Know Your Business Meal Deduction Risk Levels
A guide to business meal deductions Lower Risk • Occasional client lunch • Modest amounts • Clean documentation • Clear business relationship Moderate Risk • Frequent meals but defensible revenue • Slightly aggressive % of expenses • Documentation exists but is thin High Risk • Large meals relative to income • vague “business meeting” notes • No attendee names • Receipts missing • Pattern suggest disguised...
Stop Shifting Goals—One Email Can Land Sync
A lot of music producers are one email away from a sync placement but keep moving the goal post Stick to something
Spent $1M on Compliance to Guarantee Beast Games Fairness
Fun fact, I’ve spent over $1,000,000 recently on 3rd party compliance teams to be on set and verify Beast Games/MrBeast videos arnt rigged. They verify EVERY elimination to ensure my team didn’t interfered, make sure we don’t change rules to...
Steam Decks Unavailable in US Amid Supply Shortages
All Steam Decks are currently out of stock in the US. Per Valve, Steam Deck OLED may be out-of-stock intermittently in some regions due to memory and storage shortages. https://t.co/GUyAgX5EXz
Danaher Nears $10 B Acquisition of Masimo
Big deal scoop by @sindap and @mroliverbarnes - US healthcare manufacturer Danaher is closing in a $10bn deal to buy medical tech group Masimo. A deal could be announced as early as Tuesday provided it does not hit any last-minute...
Romance Could Spark Ethics Violations for Lewandowski
Come get this tea ☕️ Reports about a relationship between Kristi Noem and Corey Lewandowski may raise more than gossip — they could raise legal concerns. As a Special Government Employee, Lewandowski must avoid conflicts of interest and cannot exceed...
Regressive Mandates Undermine Climate Resilience, Not Protect It
During today’s nonstop rain, California’s “fight” against climate danger has featured mandated solar panels that produce no electricity and mandated paper bags that can’t carry groceries. “Fighting” climate via forced technological regression just makes us more vulnerable to it.
Plasmid Injection Triggers Immune Attack on Cancer Survival Protein
What if a physician could inject you with a plasmid that would induce an immune response against a protein needed for cancer cell survival? This novel strategy is being tested and looks promising for refractory cancers. Talking Biotech 488 ...
U.S. Buildup Highlights Iran’s Ignored Missile Threat
Great analysis by @brett_mcgurk U.S. military forces continue to conduct build up and readiness to provide the President with the most options, Islamic Regime in Iran not taking the military threat seriously, and Iran's missile program should definitely be included...
HTML Comments Reveal Vendor’s Intentional Export Method Distinction
Your human users might only read the visible content in your page, but bots read the HTML comments :-) I appreciated this nugget from my EHI Export analysis, and I have to say that I agree with "kendra/sli", they had...
Iran Risk Unpriced: Trump Faces Bluff, Consequence Choice
Iran Risk Is Not Priced In Iran escalation does not look easily winnable for Trump. It looks like a bluff inside a trap, which sets up as a dangerous game of “concession or consequence”. https://t.co/XXKbHZrXhQ
Question Sensational Medical Claims; Scientists Must Champion Truth
Be aware there is a rising number of posts using blatantly false medical & scientific information, with misquoted and twisted interpretations of articles, taking videos by others without permission and warping the facts to suit their own purposes, and making...
Ukraine Deploys Drone‑Delivered Swedish 155mm Smart Shells
Ukraine's New Weapon: Dropping Swedish 155mm Smart Shells from Drones https://t.co/T0uD6pHKW8 There has been a technical and tactical shift in the Ukrainian conflict, where heavy-lift unmanned aerial vehicles (UAVs) have been adapted to deliver 155mm ordnance, including the sophisticated Swedish-designed 155...
U.S. Unready for Potential GPS Attack, Warns Former NSA Chief
"America is dangerously unprepared for a GPS attack," Adm. Michael Rogers, U.S. Navy (ret.), former commander of the U.S. Cyber Command and director of the National Security Agency. https://t.co/hYWXOZoxEZ
Europe Still Buys Russian LNG and Uranium, Despite Criticism
🧐This is nonsense hype from the Center for the Study of Democracy. Yet CNN did not bother to check the validity of their claims or ask other researchers. Here's why: 💥Many European countries, including France, buy LNG from Russia. 💥The US and...
AI Video Is Set to Reshape Hollywood's Future
I remember when I was posting AI video threads 2 years ago and talking about how AI video would disrupt Hollywood. So many people couldn’t see beyond the early versions. And still, people probably see this and aren’t realizing what comes...
Considering Soviet Space History Over Modern
I now have quite a collection of messages like the one below, so the only solution I see is shifting my focus from today's Russia to the Soviet space history, but I am open to other suggestions and, of course,...
Japan’s Nuclear Restarts Cut Costs, Boost Yen, Tame Inflation
Japan’s nuclear reactors continue to come back online. This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels. This dynamic should also support the...
70% of Boom Engine Parts Completed
Fun fact: 70% of the parts for the first Boom-made engine are finished and delivered. This is a stage 5 HPC blisk, one of the ~30% still being fabricated. https://t.co/NwmqU7HOAk
Free, Ad‑free Biomed Insights Reaching 200k Globally
Ground Truths are free essays and podcasts on the hot topics in biomedicine and health. Mostly things the media doesn't cover or adequately highlight. No ads or sponsors. Join ~200,000 subscribers from 212 countries https://t.co/ZgnO2Y0P4L
F-16 Scramble Finds Balloons, Not UFOs Over Nevada
F-16s Find Balloons, Not UFOs, After Sunday Scramble: NORAD Alert F-16s out of California scrambled to hunt down mysterious targets over Nevada and California twice on Sunday. Story: https://t.co/oQhqC5oK7H
Future‑Ready Infrastructure Must Pivot With Market Shifts
Resilience today means being future ready. Can your infrastructure pivot as rates change, markets shift, or new competitors emerge? https://t.co/jCrVklXEuZ
Solar Overtakes Nuclear; Nuclear Drops to Third by 2026
I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...
Russian Forces Advance Near Pokrovsk, Myrnohrad, Rodynske
Updated maps from @Deepstate_UA from the past two days showing Russia advances in Pokrovsk, Myrnohrad, and Rodynske. They say the battle of Myrnohrad is coming to an end and Russian UAV positions are being detected in the northern part of...
NASA Schedules Artemis II Wet Dress Rehearsal for Feb 19
NASA is planning the next Artemis II Wet Dress Rehearsal (WDR) for Thursday, Feb 19. Call to stations is tmrw (Tuesday) at 6:40 pm ET. Simulated launch time is 8:30 pm ET on Feb 19 w/4-hour window. https://t.co/KCJUL9c800