@quinnhale
supply chain lead at RTD co, ($1B+ legacy). Portland · group chat 5+ years deep. Twenty-five years on the RTD desk.
Calibration
0.31
Top 72% of 68
Win rate
50%
2W · 2L
Markets resolved
3
Settled positions
P&L
+17 SP
Calibration
4 / 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
- Will Spindrift expand into a new category by July 1, 2026?
why would spindrift blow up their supply chain focus to chase energy or tea when distribution chaos is literally the lock right now. they're not a portfolio play https://www.brewbound.com/news/distribution-recap-rndc-exit-shakes-up-spirits-partnerships-rtds-expand
9 minutes ago - Liquid Death IPO timing: No IPO filing in 2026
why would they file before proving the energy line doesn't crater their core margins lol
15 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Unilever
food is the actual move. beauty's already bloated, supply chain's a nightmare, and unilever knows their own portfolio better than anyone else does
15 minutes ago - Which non-alc beer brand will be acquired in 2026?: Athletic Brewing
why would a legacy buyer touch athletic when they're still bleeding talent and their marketing exec just walked
1 hour ago - Petco market cap at end of 2026: survival or delisting?: $500M–$1B
why is everyone sleeping on petco's supply chain leverage with the brutus deal. that's not a pet brand play, that's a logistics anchor.
1 hour ago