Brewing Healthier Habits

one day at a time ✍️

[Josh Macin @MacinJoshua]

Dr. Simon Mills is the top herbal medicine expert in the world.

He just revealed 5 common kitchen ingredients that work better than prescription drugs.

These cost (almost) nothing and are incredibly effective:

1) Dark chocolate

[Dr. Jack Kruse Decentralized Medicine Maxi 🔆 @DrJackKruse]

Princeton researchers found human brains emit ultra-low-frequency electromagnetic waves that form a coherent global “neural network.” The Earth has the same low frequency pulse in the Schumann Resonance. These endogenous signals in the human brain can influence other brains up to 10,000 km away, suggesting human consciousness is interconnected across vast distances using quantum mechanism or molecular resonaces.

[derek guy @dieworkwear]

Have you ever noticed that people dressed better in the past? Even in the summer, when it was scorching hot?

Why is this? 🧵

[Patrick Sullivan Jr. @realPatrickJr]

Jesse Inchauspe is the world's leading glucose expert.

She revealed that 80% of people spike glucose daily (even "healthy" people).

Most are aging faster and destroying their hormones through these hidden glucose traps.

Her 12 most shocking revelations: 🧵

[Magnus Vigsø @MagnusVigso]

Hate to break it to you, but you can do all the gua sha, lymphatic drainage in the world, But if you dont have proper bone structure to support it, you will never get a sharp jawline

A recessed maxilla is the main cause of beauty loss.

Hate your nose? Your jaw? Your cheekbones?

It might not be genetics. It might be a recessed maxilla.

All babies start with well-developed facial bones. But without the right muscle forces-like proper tongue posture, strong chewing, and nasal breathing-the maxilla begins to collapse.

A recessed maxilla can lead to crooked teeth, a long narrow face, sunken cheeks, and even a jaw that looks weak or "off."

This isn't rare. It's common in modern society because we've forgotten Nature's Laws-laws that prevent a recessed maxilla. Laws I call the Beauty Quadrant and Health Quadrant.

The skulls of ancient humans didn't have this issue. And neither do babies-until bad habits change how their face grows.

[Arthur Kwon Lee @badazn]

Modern parallels, end jewish supremacy. 👺

[Nicholas J. Fuentes @NickJFuentes]

At the peak of my popularity, all of a sudden there is a coordinated smear campaign by the biggest “conservatives” who wouldn’t give me the time of day a few months ago.

This is what happens when you start naming names and talking about the Jews. Not “Neocons.” The Jews.

[Dr. Ricardo Duchesne @dr_duchesne]

Nonwhites are responsible for all the pollution, yet white children are taught whites create the pollution ----- even though whites are only ones who care for environment and spend all the money on cleaning up environmental mess of nonwhites.

Everything is upside down.

[FoundMyFitness Clips @fmfclips]

Moderate alcohol consumption (just 1 drink a day) can double a woman's risk of breast cancer from 1 in 8 to 1 in 4

Even light drinking (<7 drinks per week) raises a woman's lifetime breast cancer risk from 1 in 8 to roughly 1 in 7

Alcohol directly damages DNA and accelerates mutations, increasing cancer risk in a dose-dependent manner

There's likely no safe level of alcohol intake for women when it comes to cancer risk, especially given breast cancer’s already high baseline risk

[Jonatan Pallesen @jonatanpallesen]

This is madness. Look at how much it took for the British authorities to save this girl from the Pakistani rape gangs.

She went to the police, gave a six hour report, and provided DNA evidence. Still nothing. Just back to being raped five times a day.

[Michael A. Arouet @MichaelAArouet]

One needs to take long-term forecasts with a pinch of salt, but the trend is clear. Italy, Poland, Spain and Southeast Europe are heading into a demographic disaster. Pensions and healthcare systems will implode, and real estate market will collapse. During our lifetime, not 2100

[Andrew Ng @AndrewYNg]

I'm thrilled to announce the definitive course on Claude Code, created with @AnthropicAI and taught by Elie Schoppik @eschoppik. If you want to use highly agentic coding - where AI works autonomously for many minutes or longer, not just completing code snippets - this is it.

Claude Code has been a game-changer for many developers (including me!), but there's real depth to using it well. This comprehensive course covers everything from fundamentals to advanced patterns.

After this short course, you'll be able to:
- Orchestrate multiple Claude subagents to work on different parts of your codebase simultaneously
- Tag Claude in GitHub issues and have it autonomously create, review, and merge pull requests
- Transform messy Jupyter notebooks into clean, production-ready dashboards
- Use MCP tools like Playwright so Claude can see what's wrong with your UI and fix it autonomously

Whether you're new to Claude Code or already using it, you'll discover powerful capabilities that can fundamentally change how you build software.

I'm very excited about what agentic coding lets everyone now do. Please take this course!

https://t.co/HGM8ArDalK

[The British Patriot @TheBritLad]

🚨 BREAKING: Spanish towns have JUST BANNED Muslim festivals like Eid in public spaces.

The People’s Party, backed by far-right Vox, passed the measure, claiming;

“Spain is and will forever be the land of Christian people.”

Spain is officially fighting back.

[Brewing Healthier Habits @BrewmanBrothers]

@AlanLongbon What's your bias on equities -until further clarity, Alan?:)

[Saim @saimagnate]

Go to YouTube.

Search:
[niche keyword] + “facts” / “explained” / “documentary”

Pick 3–5 channels with:
50k–500k subs
Faceless formats
100k+ views per video

Use tools:
vidIQ
Social Blade
ChatGPT (for script format)

Learn:
→ Thumbnail style
→ Title structure
→ Retention tricks
→ Upload frequency

Recreate and upload

[Long Equity @long_equity]

Who are your favourite investors and what have you learned from them?

Here’s my list:

• Aswath Damodaran - judge companies based on principles from corporate finance, look for high return assets financed by low cost debt.

• Terry Smith - focus on the highest quality business models, value using FCF.

• Chuck Akre - concentrate on your best ideas, have low turnover and invest in Constellation Software!

• Dev Kantesaria - look for monopolies, organic growth, operating efficiency and recurring revenue.

[BuccoCapital Bloke @buccocapital]

Have found pretty good Deep Research results with this prompt. Good for getting up to speed on a new company. Sharing in case it’s helpful.
——
“You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold, or Sell call.

Rules for research and writing
1) Use only verifiable, recent sources. Prioritize official filings, earnings materials, investor presentations, regulatory documents, reputable industry data, and high quality media. Cite every non-obvious fact with a link and date.
2) Separate facts from interpretation. Tag each paragraph as Fact, Analysis, or Inference.
3) Use precise dates. Avoid vague time references.
4) Quantify claims. Show math for derived metrics. Use tables where helpful.
5) Note uncertainty. Call out missing data and state assumptions.

Deliverables
A) Executive summary (8 to 12 bullets): snapshot, thesis, rating, price targets and time frames, key drivers, key risks, near-term catalysts, and what would change the call.
B) Full memo with sections 1 through 15 below.
C) Appendix: source list with links and dates, data tables, and a simple operating model.

1) Thesis framing (purpose: define what must be true to create value)
- State the core investment question in one sentence.
- List 3 to 5 thesis pillars that would make the stock attractive.
- List disconfirming evidence to test that could break the thesis.

2) Market structure and size (purpose: size the prize and trajectory)
- Quantify TAM, SAM, SOM. Segment by product line, customer size, industry, and geography.
- Identify growth drivers: regulation, replacement cycles, macro activity, technology adoption.
- Estimate current penetration and runway. Compare against peer adoption curves.

3) Customer segments and jobs to be done (purpose: map who buys and why)
- Describe mix by size band and industry. Identify buyer roles and budget owners.
- Detail core workflows and pain points. Explain mission criticality.
- Assess switching costs and vendor lock-in by segment.

4) Product and roadmap (purpose: evaluate product-market fit and durability)
- Summarize core modules and adjacent products. Call out differentiators.
- Compare depth vs breadth versus best point solutions.
- Explain implementation time, integrations, configurability, and typical time to value.
- Provide quality and reliability signals: uptime, incident history, mobile performance.
- Roadmap credibility: stated milestones versus delivery track record.

5) Competitive landscape (purpose: position the company)
- Identify direct and indirect competitors by segment and size.
- Compare pricing, packaging, and feature gaps. Include switching friction and contract terms.
- Summarize win or loss reasons from reviews, case studies, and disclosed data.

6) Go-to-market and distribution (purpose: test scalability of new-logo engine)
- Break down demand sources: inbound, outbound, partner referrals, marketplaces.
- Sales productivity: ramp, quota attainment, conversion rates where disclosed or inferred.
- Role of channels and partnerships: integrations, OEMs, platforms.
- Services and customer success model. Training and community as moat.

7) Retention and expansion (purpose: quantify durability of revenue)
- Report gross and net dollar retention by cohort and segment if disclosed or estimable.
- Explain logo churn drivers and timing. Provide a churn curve if possible.
- Identify expansion vectors: seat growth, module attach, usage-based add-ons.
- Discuss contract length, renewal mechanics, and price increase policies.
- Include reference-call insights or credible review synthesis.

8) Monetization and embedded finance if applicable (purpose: understand usage economics)
- Revenue streams and pricing model. For payments or fintech: share of customers active, GTV penetration, take rate by tender type, blended margin, cost stack, fraud exposure, and who holds credit risk.
- Revenue recognition: gross vs net. Seasonality and cyclicality.
- ARPU uplift from usage products. Payback on onboarding.

9) Unit economics and efficiency (purpose: test scalability with profitable growth)
- CAC, payback period, magic number, LTV to CAC by segment if available or estimable.
- Contribution margin by line: software vs usage vs services.
- Cohort profitability and cash contribution over time.
- Implementation and support cost over customer lifetime.

10) Financial profile (purpose: link operations to financial outcomes)
- Revenue mix and growth by component. Gross margin by line. Operating leverage path.
- Rule of 40 and efficiency trends. GAAP to cash flow bridge.
- Leading indicators: billings, RPO, backlog.
- SBC, dilution, and share count trajectory.
- Liquidity, working capital needs, and path to FCF breakeven and target margin.

11) Moat and data advantage (purpose: assess defensibility)
- Workflow depth and data lock-in. Network or ecosystem effects if present.
- AI or analytics differentiation with measurable outcomes.
- Integration footprint and practical switching costs.

12) Execution quality and organization (purpose: evaluate management and operating cadence)
- Leadership track record and stability. Org design and succession.
- Engineering velocity: release cadence, defect and incident rates where available.
- Customer sentiment: CSAT, NPS, peer review sites, and community signals.

13) Risk inventory and mitigants (purpose: make downside explicit)
- Macro, regulatory, competitive, operational, and concentration risks.
- Payments, credit, or compliance risks if relevant.
- Implementation complexity and time-to-value risks.
- For each risk, propose leading indicators and mitigations.

14) Valuation framework (purpose: value with cross-checks)
- Public comps table: growth, gross margin, operating margin, Rule of 40, EV to revenue, EV to gross profit. Normalize for any usage or payments reporting differences.
- DCF with explicit drivers and sensitivity bands.
- Cross-checks: cohort NPV math, S-curve adoption, unit economics to enterprise value sanity checks.

15) Scenarios, catalysts, and monitoring plan (purpose: set expectations and triggers)
- 12 to 24 month bear, base, bull cases. Specify NRR, new logos, pricing or take rate, margins, SBC, and share count. Assign probabilities that sum to 100 percent.
- Near-term catalysts: product launches, pricing changes, partnerships, market entries, M&A, regulatory outcomes.
- Early warning indicators: churn spikes in small cohorts, backlog slippage, uptime incidents, pricing pushback.
- What would change my mind: three positive and three negative triggers.

Output format
- Executive summary
- Rating with price targets and time frames
- Investment thesis and variant perception
- Detailed sections 1 through 15
- Tables and charts embedded
- Source list with links and dates
- Appendix with model assumptions and calculations

Quality bar
- No generic claims. Back important statements with numbers and citations.
- Label any speculation as Inference.
- Be concise and structured. Prefer bullets and tables.

[Ian Cassel @iancassel]

In bull markets more money chases more ideas because everyone is overconfident and cashed up at the casino at the same time. The music is playing and drinks are flowing. Stocks react quicker. Discovery happens quicker. Everyone is doing the same keyword searches for the same themes or fads that might propel some mediocre business out of obscurity. The trading algos seem to inject pure adrenaline into a couple dozen different small stocks every day on 100x average volume. Momentum takes stocks to levels where fundamentals eventually can’t keep them. Investors and analysts justify higher stock prices by fully valuing 2025 earnings, and then fully valuating 2026 earnings, and then fully valuing 2027 earnings. But then you have a random down day or two in the market and everything pauses �� and the party stops for a brief moment. Small stocks that took the stairs up, take the elevator down. Yesterday, 100k shares of buying took a stock up 10%. Today, 100k shares of selling takes that same stock down 25%. Everyone wonders if the band will come back from the break and the bar will reopen tomorrow.

[Aneeque Asim @Aneeqxv]

youtube millionaire explains how to print with faceless yt shorts

[Christopher Bloomstran @ChrisBloomstran]

Berkshire Hathaway released its 2nd quarter 10-Q and operating earnings this morning. Despite little activity on the capital allocation front, Berkshire’s key businesses produced generally solid profitability, and FAR BETTER than is being generally reported. A brief summary: 1/5