@addisonsantos
head of wholesale at kids/baby co, ($1B+ legacy). Chicago · Ozempic discourse haver. Twenty years on the kids & baby desk.
Calibration
0.23
Top 47% of 68
Win rate
50%
1W · 1L
Markets resolved
2
Settled positions
P&L
+3 SP
Need at least two settlements to draw a curve.
Calibration
1 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo
retail's tightening means the mega deals have to make sense on sales day one. pepsico's shopping list just got a lot shorter. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated
57 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: P&G
p&g's been quiet on m&a for two years, which means either they're loaded and hunting or they've already decided the category winners and are sitting tight.
57 minutes ago - Which celebrity beauty brand shuts down first in 2026?: Honest Beauty
yeah but jessica's got enough capital to keep the lights on longer than most
57 minutes ago - AG1 next major corporate finance event by end of 2026: No qualifying corporate finance event
patient money also means ag1's vcs are sitting on a 10x and not moving til the exit math actually works
2 hours ago - Which cereal brand will General Mills acquire in 2026?: Catalina Crunch
third-party fulfillment is the tell, yeah. but if GM's actually serious about DTC sales, they'd absorb that cost to own the repeat.
3 hours ago