Cheese Curd Capital

Lethargy bordering on sloth

[tooforwon @tooforwon241]

the 2026 NBA Finals outro. Mike Breen nailed it again 🔥

[Cheese Curd Capital @SCONNIEJH]

@NBA your product sucks

[Cheese Curd Capital @SCONNIEJH]

. @OfficialNBARefs RUINING THE FUCKING FINALS

[Cheese Curd Capital @SCONNIEJH]

@OfficialNBARefs FUCKING AWFUL AGAIN

[Jesus Freakin Congress @TheJFreakinC]

🚨BREAKING: Right-wing streamer Cam Higby was caught on video walking up to a group of protesters and pepper spraying multiple people, outside the Newark ICE Facility.

Then, as people reacted to being sprayed, an armed man pulled him away, telling him, “It’s not worth it… it’s time to go.”

Last time I checked… walking up to a group of people and spraying them with a chemical irritant is commonly charged as assault or battery.

And then, after spraying the crowd, the video show Higby, and the armed man, running into the ICE facility while agents allowed them inside.

Imagine the outrage if a left-wing activist walked up to a group of conservatives, pepper sprayed them, and then disappeared behind federal gates.

The headlines would never stop.

The law is supposed to apply equally to everyone.

[Cheese Curd Capital @SCONNIEJH]

@risk_chief I owned this shitco 3 years ago

[ChiefRiskOfficer @risk_chief]

You can in fact vibe code yourself to a raise

[Roger Sollenberger @SollenbergerRC]

Patel got millions in equity from this company as payment for being a “consultant,” according to his financial disclosure. Not salary, and apparently no retainer. For doing just 8 months of work. We have no idea what he did. Again, he is nominated to run the FBI.

[Trung Phan @TrungTPhan]

New York City paid Mckinsey $4m to conduct a feasibility study on whether trash bins are better than leaving garbage on the street.

The deck is 95-slides long and titled “The Future of Trash”.

Some highlights:

▫️The official term is “containerization”, which is the “storage of waste in sealed, rodent-proof receptacles rather than in plastic bags placed directly on the curb.”

▫️Two main types of containerization: 1) individual bins for low density locales; 2) shared containers for high-density.

▫️NYC needs to clean up 24,000,000lbs of garbage a day

▫️Containerization has only become the norm worldwide in major cities in the past 15 years.

▫️New York City first considered containerization in the 1970s but never conducted a feasibility study until now (Mckinsey’s sales team has been dropping the ball)

▫️Key considerations for container viability:

• POPULATION DENSITY: NYC has 30k residents per square mile (more dense than comparable big cities)

• BUILT ENVIRONMENT: Few places to “hide” containers due to history of infrastructure development.

• WEATHER: Snow creates challenges for “mechanized collection” in the winter.

• CURB SPACE: Mostly taken up by bus stops, bike lanes, outdoor dining and fire hydrants.

• COLLECTION FREQUENCY: NYC needs to double frequency of pick-up for estimated speed of trash that bins would accumulate.

• FLEET: A new garbage truck will needs to be designed to collect rolling bins at scale.

▫️ The proposed solution (literally garbage bins and shared containers) covers 89% of NYC streets and 77% of residential tonnage.

▫️The three case studies — because you gotta have solid case studies — are Amsterdam, Paris and Barcelona.

▫️There is a slide called “Why containerization matters” and three reasons are “rats”, “pedestrian obstruction” and “dirty streets” (the 21-year intern that did this slide billed at prob $10k an hour is my hero).

The study is actually pretty interesting.

I have no idea if $4m is a rip-off to learn that “yeah, we should put garbage in bins so rats don’t eat it” but I would have happily done it for 10-20% of that budget (and come to a similar conclusion).

[LST @LongShortTrader]

I can assure you that short selling doesn’t attract women.

[LST @LongShortTrader]

It’s like a trip down 2021 memory lane

[Historic Vids @historyinmemes]

Meet Donald Gorske, who holds the record for the most Big Mac burgers eaten in a lifetime at around 33,400

[Hoophall Classic @HoophallClassic]

Game 26 Player of the Game. 😤 #HHClassic

[US Oil & Gas Association @US_OGA]

You're welcome. And you had nothing to do with it.

[Buyback Capital @Larryjamieson_]

My favourite Munger zinger.

RIP. A great, great man.

[Alex @AlexHoops_]

Stuff like this is what makes League Pass a worthy investment

[Grant Williams @ttmygh]

If this is legit, Arteta wasn’t nearly scathing enough.

What a complete farce.

@RPMComo @jckeysport7