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DCS: Buy & Sell Digital Movie and TV Codes!

A place to buy and sell 4K, HD, and SD Movies Anywhere, Vudu, iTunes, and other Digital Movie and TV codes. RIP UV. Accepted digital currencies vary by seller. Please see the wiki for everything you need to know!
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$SNE, MASSIVE DOUBLE DICK INSIDE. Poised to moon long-term (Computer vision boom, EV boom, autonomous driving tech, gaming boom, music streaming boom, cross-media IP, vertically integrated anime streaming monopoly, online medical services boom, shift to mirrorless cameras)

$SNE, MASSIVE DOUBLE DICK INSIDE. Poised to moon long-term (Computer vision boom, EV boom, autonomous driving tech, gaming boom, music streaming boom, cross-media IP, vertically integrated anime streaming monopoly, online medical services boom, shift to mirrorless cameras)
Listen up retards. Do you happen to feel regret because you always think “ohhh if I yoloed my savings on TSLA/AMD/NVDA 🚀 leaps years ago I could be rich by now!!!”
Well if you didn't know already, it doesn’t really matter what happened in the past. Hindsight will always be 20/20. You shouldn’t be harsh on yourself on your past self that your past self wasn’t retarded enough to yolo their savings into AMD/TSLA/.... Your past self doesn’t have the same knowledge that your current self has. It’s fine. If you judged those stocks with the best DD you could do at the time and didn’t think they were worth it, then you did a good job.
If you always think about what you could/should have done in the past, then you don't have the right attitude to play the stock market casino imho.
The single most important thing is to be able to look ahead. There are always plenty of opportunities around. There are thousands of rockets that are still on earth right now. Some may depart this year, others will stay a little longer on earth. The true strength lies in being able to identify those rockets with the knowledge you have right now. And if you still miss most rockets that will take-off this year that's fine, maybe you'll learn, get better and you'll do better next year.
Now, what if I told you there’s a big rocket that’s parked right right here on earth and it has decent chance for take-off this year? Maybe it won't quite reach the moon this year yet, but hey leaving the exosphere should already be a cool milestone.
It has rock-solid fundamentals and will see lots of growth in the following years/decade.
It’s a company that has the fundamental technology to power all the computer vision tech, which is bound to boom this decade.
The company we’re talking about is of course Sony, and it is extremely undervalued right now.
Its P/E is only 14. They have a P/S of 1.65, a PEG of 0.92 (< 2 is already somewhat exceptional for a company/conglomerate of Sony’s size, under 1 is a steal)
Much lower than all of its same-sector peers. This indicates significant undervaluation.
Next up Sony has a P/CF 13.2, ROE of 20% (S&P 500 average is 14% which would already be considered pretty good. 20% ROE is excellent), PEGY of 0.89, P/B of 2.65 and finally Sony has $41.6B in cash on hand. This makes Sony one of the cheapest tech/entertainment/EV/semiconductor growth stocks you will find on the market.
(ROE of 20% + PEGY of 0.89 + PEG of 0.92 means this company is a growth stock based on the numbers alone, but we’ll dig into the actual company and overall outlook in a moment)
I challenge all retards to find a company with similar benchmarks in one of the mentioned sectors, seriously.
Quite frankly doing this DD honestly blew my mind. I kept looking everywhere for reasons why the company could be so undervalued and why they may struggle in the future. Very important to look at all the challenges the company faces to make sure I’m not just doing confirmation bias DD. But all I could find was the opposite. After several weeks and months of working on this DD, I can only conclude that it is overall a very solid company for a bargain price. The new CEO is taking the company in a great direction imho and I'm begin to think he could be Sony's Satya Nadella.
So if you want some easy tendies, maybe consider $SNE while it is still cheap, I’d say.
For the autists out there who care about analyst ratings, SONY ($SNE) currently has 18 BUY ratings, 2 OVERWEIGHT, 4 HOLD and 0 SELL. (= analyst consensus is a STRONG BUY). Very little analysts cover this stock compared to other entertainment/tech companies, so this adds to my assertion that the stock is very much under the radar. Which means you have time to get in before it gets noticed by the larger investing world and before it starts to get a more fair valuation (P/E of around 30 would be more fair for this company I think, but still cheaper than many same sector peers). But, anyway the few analysts who do happen to cover this company are basically all saying it’s an instant-buy at its current price.
Most boomer investors still think big Japanese tech companies are dinosaurs that have long been surpassed by China, South Korea and Apple etc ages ago. Young boomers may think Sony = PlayStation and that it's it. But the truth is that PlayStation, while very important (about 24% of Sony's total revenue last year), is a part of a larger story.
Lots of investors in general associate Sony with the passé Japanese electronics companies from the 80’s and the 90’s. Just like a lot people may think BlackBerry is a struggling phone company.
While Sony may not be the powerhouse in consumer electronics it was in the 80’s and the 90’s, in a lot of ways they are more relevant than ever before. Despite being a well-known brand and being known as the company behind PlayStation, for some reason its stock still seems to be under the radar among both retail and institutional investors. And boy, are they mind-blowingly undervalued. Even if a big part of its business would collapse tomorrow, they would still be slightly undervalued. And I am about to tell you why.
(& btw compared to Japanese tech/entertainment stocks $SNE is still super cheap (Canon, Nikon, Toshiba, Sharp, Panasonic, Square Enix, Capcom, Nintendo, Fujitsu all have P/E ratios ranging from 18 to 77 and none of them have the combination of global clout, fundamentals & growth prospects that Sony has))
2021 Sony as a corparation is not the fucking Sony from 2005-2015’s, just like BlackBerry in 2021 is not the fucking Blackberry from 2012. Just like Garmin in 2021 is not Garmin from 2011. Just like AMD in 2021 is not AMD from 2012.
No, in 2021, Sony is the global leader in imaging technology and people do not fucking realize it. Sony has 50% marketshare in the CMOS image sensor market. There’s a very good chance the smartphone in your pocket has Sony image sensors (unless it’s a Samsung phone). Sony image sensors are powering a big part of today's vision/camera technology. And they will power even more of tomorrow's computer vision tech.
In 2021, Sony is a behemoth in video games, music, anime, movies and TV show production. Sony is present in every segment of entertainment. Sony’s entertainment branches have been doing great business over the past 5 years, especially music and PlayStation. Additionally, Sony Pictures has completely turned around.
In 2021, Sony is the world’s biggest music publisher (and second biggest music company overall). Music streaming has been a boon for Sony Music and will continue to be.
In 2021, Sony is among the biggest mobile gaming companies in the world (yes, you read that right). And it’s mainly thanks to one game (Fate/Grand Order) that nets them over $1B revenue each year. One of the biggest mobile gaming companies + arguably biggest gaming brand in the world (PlayStation).
In 2021, Sony is an EV company. They surprised the world when they revealed their “Vision-S” at CES 2020. At the reception was fantastic. It is seriously one of the best looking EV’s. They already sell sensors to Toyota. Sony will most like sell the Vision-S's tech to other car manufacturers (sensors for driving assistence / autonomous driving, LiDAR tech, infotainment system).

40 sensors in the Sony Vision-S
Considering the overwhelmingly good reception of the Vision-S so far, I suspect the Vision-S could be another catalyst that will put Sony as a company on the radar of investors and consumers.
We've seen insane investment hype for anything even remotely related to EV over the past year. We've seen a company that barely had a few EV design concepts (oh wait, they had a gravity-powered truck though) even get a $30B market cap at some point lmao.
But somehow a profitable company ($SNE) that has an EV that you can actually drive, doesn't even have a fair valuation?
In 2020’s Sony’s brand value is at their highest point since 12 years. In 2021, it is projected to be a its highest point since 2001 assuming same growth as average yearly growth from 2015 to 2020. Keep in mind brand valuation is a bit bullshitty as there’s no standardization to compare brands from different sectors, let alone non-consumer-facing brands with consumer-facing brands. But one thing we can note is that Sony both as B2C brand and as a B2B company is on a big upwards trend.
https://interbrand.com/best-global-brands/sony/
https://careers.uw.edu/blog/2020/03/17/these-are-the-10-biggest-video-game-companies-in-north-america-shared-article-from-zippia/
In 2021, Sony is an entertainment behemoth. They have grown their entertainment branches by a huge amount over the past 5 to 10 years (they made some big acquisitions in the music space especially and they’re now also all-in in anime). I don’t think people realize how big Sony is as an entertainment company. I dug up the numbers and as of Q3 2020, PlayStation is the second biggest video game company in the world (Tencent is #1) in revenue (I suspect Sony might dethrone Tencent after Sony’s FY Q3 2020 is released). But Sony already comes very close to Tencent especially if you add Fate/Grand Order (which is under Sony Music and not under PlayStation) under PlayStation.
There’s no single other company that has this unique combination of a dominant/important position in all entertainment segments. (video games + music + movies + TV series + anime + TV networks). I guess Tencent maybe?
In 2021, Sony has amazing momentum in the camera space. If you’re familiar with the enthusiast photography space, you should know this. Basically, the market is slowly shifting from SLR to mirrorless cameras. This is because mirrorless cameras tend to smallelighter, have faster AF, better low light performance, better battery life and better video performance. Sony is the company that has been specializing in the development for mirrorless cameras for over a decade while Canon’s bread and butter has always been SLR cameras. Sony is in the lead when it comes to mirrorless cameras and that’s where the market is shifting towards. Because the advantages of mirrorless have become more and more apparent and Sony’s cameras have become technically superior, Sony has gained quite a bit of market share over Canon and Nikon in the last few years. In 2019, Sony overtook Nikon as the #2 camera manufacturer. Sony is in an upwards trend here. (they have the ambition to become the world’s #1 camera brand) Sony also has very good marketing for their cameras. (Sony has a lot of YouTubers / influencers / brand ambassadors for their cameras despite being a smaller brand than Canon)
(just search on YouTube and/or Google “switching to Sony from Canon” just to give you an idea that they do have amazing brand momentum in the camera space. You won’t get as many hits for the opposite)
A huge portion of Sony’s profit comes from image sensors in addition to music and video games. This is in addition to their highly profitable financial holdings division & their more moderately profitable electronics division.
Sony’s electronics division, unlike other Japanese brands, has shown great resilience against the very strong competition from China & South Korea. They have been able to maintain their position in the audio space and as of 2020 are still the global market leader in high-end TV’s (a position they have been holding for decades) and it seems they will continue to be able to maintain that.
But seriously this company is dirt-cheap compared to any of its peers in any segment and there’s various huge growth prospects for Sony:
  • CMOS image sensors & Sony’s overall imaging prowess will boom due to increased demand from automotive sector, security & surveillance industry, manufacturing industry, medical sector and finally from the aerospace & defence industry. On the longer term, image sensors will continue to boom due to increased demand for computer vision & AI + robotics. And for consumer electronics demand will remain very high obviously.
  • Sony is aiming for 60% market share in the CMOS image sensor market by 2026. Biggest threat here is Samsung here who have recently started to aggressively invest in image sensors and are challenging Sony. Sony has technological lead + higher production capacity (and Sony will soon open a new plant in Nagasaki), so Sony should be able to hold off Samsung.
  • The iPhone 12 Pro has 3 cameras + a lidar sensor. Apple now buys 3 image sensors (from Sony) + LiDAR sensor (from Sony) per iPhone 12 Pro they manufacture. Remember the iPhone X and iPhone XS? That one had “only” 2 rear cameras (with image sensos from Sony of course). Basically, Sony will be selling exponentially more image sensors as more smartphones get equipped with more and more cameras.
  • Now think about how many image sensors Sony can sell to Apple if the iPhone 13 will have 5 cameras + LiDAR sensor (I mean the number of cameras on smartphones certainly won’t decrease)
  • Gaming (PS5 hype, PSN game sales are booming, add-on content is booming, PS+ subscribers count is booming and finally PSNow & first-party games sales are trending upwards as well). Very consistent year-on-year profit & revenue growth here. They have a history of beating earnings expectations here. The number of PS+ subscribers went from 4M to 48M in just 6-7 years. Investors love to hype up recurring revenue and subscription services such as Disney+ and Netflix. Let’s apply the same logic to PS+? PS+ already has more subscribers than HBO Max in the USA.
  • PlayStation (video games in general) has not even scratched the fucking surface. Most people who play video games now are millennials and kids. Do you think those millennials will stop playing video games when they grow older? No, of course not. Boomers today also still watch movies and TV. Those millennials have kids and those kids are now also playing video games. The kids of those kids will also play video games etc. Basically the total addressable audience for video games will by HUGE by the end of the decade (and the decades after that) because video games will have penetrated all age ranges of the population. Gaming is the fastest growing segment of the whole entertainment business. By a large margin. PlayStation is obviously in a great position here as you can guess from the PS5 hype, but more importantly imho, the growth of PS+ subscribers (currently a bit under 50 million) and PSN users (>100 million MAU) over the past 5 years shows that PlayStation is primed to profit from the audience growth.
  • On top of that you have huge video game growth in the China where Sony & PlayStation is already much better established than Xbox (but still super small compared to mobile games and PC gaming in China). Within the console market, Xbox only competes with PlayStation in North America. In the rest of the world, PlayStation has an enormous lead over Xbox. Xbox is simply a lesser known and lesser desirable brand in the rest of the world
  • Anime streaming (basically they have a monopoly already + vertical integration, it might still be somewhat niche right now, but it will be big within 5 years. Acquiring Crunchyroll was a very good move)
  • Music streaming (no, they don’t have a music streaming service, but as music streaming grows, Sony Music also gets a piece of the growing pie through licensing/royalties, and they also still have a little 2.8% stake in Spotify)
  • Apple, Amazon, Netflix, AT&T and Disney are currently battling it out in the streaming wars. When there’s a war you have little chances of winning, you shouldn’t be the one waging the war. You should be the one selling the ammo. Basically Sony Pictures (tv shows + movies) is in that position. Sony Pictures can negotiate good prices for their content because Apple, Amazon, Netflix, AT&T are thirsty for content and they all want their own exclusive content. Sony Pictures does not need to prop up their own streaming service just like Sony Music doesn’t need their own music streaming service when they can just license out their content and turn a profit. There will always be demand for TV & movies content, so Sony Pictures is well positioned is as an independent content provider. And while Apple, Amazon, Netflix, AT&T and Disney are battling it out on the forefront, Sony is quietly building their anime empire in the background. Genius business move from Sony here, seriously. They now have anime production & distribution.
  • Netflix has 200M subscribers and they currently have a 250M market cap. Think about what Sony will have in 5 years? >30M Crunchyroll subscribers (assuming all anime will be consolidated into Crunhyroll) & >100M PS+ & PSNow subscribers? Anime and gaming is growing faster than movies and TV shows. (9% CAGR for anime, 12% CAGR for gaming vs. 5% CAGR for the whole movies & TV show entertainment segment which includes PVOD, SVOD, box office, TV etc etc). And gaming as a whole is MUCH bigger than SVOD streaming. Netflix gets 99% of their revenue & profit through subscriptions. For the whole Sony Group Corporation, their subscription services (games + anime) it’s currently only 4.5% of their total revenue. And somehow Sony currently has a meagre $128B market cap?
  • PlayStation alone is bigger than Netflix in terms of operating profit. PlayStation has a MUCH higher profit margin than Netflix. For Q3 2020 Netflix posted $790M operating profit and PlayStation posted $988M operating profit. Revenue was was $6.44B for Netflix vs. $4.77B for PlayStation. (and btw Sony’s mobile gaming revenue (~$1B / year) is under Sony Music, it is not even in those PlayStation numbers!!!)
  • Think about it. PlayStation alone posts bigger operating profit than Netflix (yes revenue is bit smaller, but it’s the operating profit that matters most). And gaming is growing faster than movies. And PlayStation is about 24% of Sony’s total revenue. And yet Netflix has a market cap that is equal to the double of Sony's market cap? Basically If you apply Netflix’ valuation to PlayStation then PlayStation alone should have a bigger market cap than Netflix' market cap.

PS+ growth and software digital ratio growth

  • Sony Vision-S & autonomous driving tech (selling sensors + infotainment system to other car manufacturers). Sony surprised everyone when they revealed their Sony Vision-S electric vehicle last year at CES 2020 (in-house design and made in cooperation with Magna Steyr). And it’s currently being tested on public roads. Over the past year we have seen absurdly big investment hype into anything even remotely related to EV’s (including a few questionable companies). We’ve even seen an EV company with a gravity-powered truck get a $30B market cap in June last year. Meanwhile Sony, out of nowhere, revealed what is arguably (subjectively) one of the best looking EV’s. It got very positive reception at CES 2020. An EV that you can actually drive. But somehow their stock is still dirt-cheap based on their current fundamentals alone? Yet some companies that had pretty much nothing but some EV design concepts got insane valuations purely due to hype?
  • LTE chips for IoT & Industry 4.0 (Altair Semiconductors)
  • Cross-media IP (The Last of Us show on HBO, Uncharted movie etc). Huge unrealized potential synergy here (it’s about to change). We have seen that it can turn out super well when you look at The Witcher, Sonic the Hedgehog and Detective Pikachu. When The Witcher released on Netflix, sales of The Witcher 3 significantly increased again. Imagine the same thing, but with Sony IP’s. Sony Pictures is currently working on 7 video game IP based TV shows and 3 movies. We know The Last of Us tv series is currently in production for HBO. And then the Uncharted is currently in post-production and scheduled to be released in July this year currently. If Uncharted turns out to be successful, it will mark a big, new milestone for Sony as an entertainment company imho.
  • Aniplex (Sony Music Entertainment Japan subsidiary for anime production, distribution & mobile games) had a fantastic year in 2020. (more on this later) There is a lot of room for mobile games growth with Aniplex. Thanks to Aniplex, Sony might beat their earnings forecast.
  • Drones. DJI just got put on Entity List in USA and Sony started developing drones for prosumer / professional a few years ago. Big opportunity for Sony here to take a bit from DJI’s dominance. It only makes sense for Sony to enter the drone market targeting the professional & prosumer video market, considering Sony’s established position in the professional audio/video/photography space
  • Currently Sony also has several ventures & investments in AI & robotics
  • Over the past decade, Sony has also carefully expanded into medical equipment tech & biotechnology. Worth noting that Sony also has an important 33% stake in M3 inc (a medical services through-the-internet company with a market cap of $65.5B) (= just their stake in M3 Inc is worth $22B alone, remember Sony, with their large, diversified revenue streams & assets only has a market cap of $128B?)
  • Sony Pictures has a great upcoming movie slate (MCU Spider-Man, Uncharted, Ghostbusters: Afterlife, Venom 2, Morbius, Spider-Verse sequel, Hotel Transylvania 4, Peter Rabbit 2, Vivo, The Nightingale). They will profit from the theatre reopening and covid recovery. They may even become more favourable among movie theatre chains because they won’t release their movies on the same day on streaming services like Warner (and yeah movie theatres are here to stay, at least for a while imho)
  • All the above comes on top of established, mature markets (Financial Holdings & Electronic Products)
  • Oh yeah, btw though TV’s are a cyclical and mature market and are not that important for Sony Group Corporation’s bottomline*, Sony TV’s will continue to do well for the following successive years: o 2020: continued pandemic boost
  1. 2020-2021: PS5 / Xbox Series X/S
  2. 2021 Summer Olympics (tv sales ALWAYS spike during the olympics) (& the effect is more pronounced for high-end TV’s, = good for Sony because Sony’s market share is concentrated in the high-end range (they are market leader in the high-end range)
  3. 2022 FIFA world cup (exact same thing as for the olympics)
  4. You could say it’s already priced in, but the stock is already ridiculously undervalued so idk…
You would think this company somehow has a bad outlook, but that could not be further from the true, let me explain and go over some of the different divisions and explain why they will moon:
Sony Entertainment
While Netflix, Disney, AT&T, Amazon, and Apple are waging the great streaming war, Sony has been quietly building its anime streaming empire over the past years.
  • Sony recently acquired Crunchyroll for $1.175B (it is a great deal for Sony imho and will immediately be more valuable under Sony. Considering the growing appetite for anime I honestly do not even understand why AT&T sold it, they could have integrated it with their other streaming service (HBO Max) but ok)
  • With Crunchyroll Sony now has the following anime empire:
  • Aniplex (anime production & distribution, subsidiary of Sony Music Entertainment Japan) F
  • Funimation
  • Manga Entertainment UK (production, licensing, and distribution, UK)
  • Wakanam (licensing and distribution in Europe)
  • AnimeLab (licensing and distribution in Australia & New Zealand)
  • Crunchyroll (3 million paying subcribers, 90 million registered users and 50 million social media followers)
* Why anime matters:

Anime growth
“The global size is expected to reach USD 36.26 billion by 2025, registering a CAGR of 8.8% over the forecast period, according to a study conducted by Grand View Research, Inc. Growing popularity and sales of Japanese anime content across the globe apart from Japan is driving the growth”
(tl;dr anime 🚀🚀🚀🚀🚀, Sony is all in on anime and they have pretty much no competition)
Anime is the fastest growing subsegment of movies/video entertainment worldwide.
  • Sony also has a partnership with Bilibili for anime distribution in China:
https://www.chinadaily.com.cn/a/201903/26/WS5c990d93a3104842260b2737.html
  • Bilibili already partnered with Sony Music Entertainment Japan to bring Aniplex’s hugely successful Aniplex’s Fate/Grand Order mobile game in China.
  • Sony acquired a 5% stake in Bilibili for $400M in March 2020 (that 5% stake is now already worth $2.33B at Bilibili’s current share price ($BILI) and imho $BILI still has lots of upside potential considering it is the de facto video creation/sharing/viewing à la YouTube/Twitch for GenZ in China)
https://ir.bilibili.com/news-releases/news-release-details/bilibili-announces-equity-investment-sony

Sony Music Entertainment Japan
Aniplex
  • Sony Music (mobile games) generated $400M revenue from its mobile games in Q2 FY2020, published through Aniplex (Sony Music Entertainment Japan, “SMEJ”) subsidiary
  • They are the publisher of Fate/Grand Order, one of the most profitable mobile video games of the past 5 years (has generated $4B in revenue (!!) by the end of 2019 and is still as popular as ever). Fate/Grand order is the 7th most profitable mobile game in revenue worldwide as of 2020 (!)
Fate/Grand Order #9 game by revenue last year as of Q3 2020

  • Aniplex launched Disney: Twisted Wonderland in March this year. In Q3, it was the #10 most downloaded mobile game in Japan. (Aniplex now has two top ten games in Japan)
  • Fate/Grand Order was the #2 most tweeted game in 2020 and #3 was Disney: Twisted Wonderland. You can see that Aniplex has two hugely successful mobile games. (we are talking close to $1B of revenue a year here). It is the #2 game in Japan by total revenue from Q1 2016 to Q3 2020 and the #9 game in worldwide revenue from Q1 2020 to Q3 2020.
Aniplex has two very popular mobile games
  • SMEJ earns about > $1B from mobile games in revenue from mobile games and there is still a lot of future growth potential here considering Japan’s mobile game market grew a whopping 32% yoy from Q3 2019 to Q3 2020.
  • Aniplex recently co-distrubuted the movie Demon Slayer: Mugen Train in Japan in October 2020. It became the highest grossing film of all time in Japan with a total gross box office revenue of $380M. In the middle of a pandemic. It still needs to release in South Korea, China and USA where it will most likely do great as well.
Sony Interactive Entertainment (SIE) (Game & Netwerk Services business unit):

  • We all know 2020 was a huge year for video games with the stay-at-home pandemic boost. The whole video game sector brought in $180B of revenue in 2020, a whopping 20% increase yoy.
  • But 2020 will not be just a one-off temporary exceptional year for video games. The video game market has a CAGR of 13% which means it will be worth $291B in 2027. Video games is by far the segment with the highest growth rate in the whole entertainment industry.

US video game market growth (worldwide growth has a 13% CAGR)

PlayStation revenue and operating profit growth

  • PlayStation obviously has a huge piece of this pie and over the past years has seen consistent yoy revenue and profit growth. Think about it, for every FIFA/Call of Duty/Assassin’s Creed sold on PS4/PS5, Sony gets a 30% cut. There have been sold a billion PS4 games so far.
  • 5 years ago 20 to 30% of PS4 games were purchased digitally. Flashforward to 2020 and it’s 60-75% and the digital ratio looks set to still increase a bit. This means higher profit margin for game publishers and for Sony at the expense of retailers
  • SIE has seen huge success in its first-party games over the past 5 years. Spider-Man, God of War, Horizon: Zero Dawn, The Last of Us Part 2, Uncharted 4, Ghost of Tsushima, Days Gone, Ratchet & Clank have all been huge successes. This is really big and represents a big change compared to the previous generations where Sony never really hit it big as a games publisher even though most of their games were considered quality games.
  • SIE is now not only a powerful platform holdeprovider, but also a very successful games publisher with popular IP’s (Uncharted, God of War, The Last of Us, Horizon, Ghost of Tsushima, Ratchet & Clank). This is an enormous asset, because firstly it increases the chances of success for cross-media opportunities (Sony Pictures can make TV shows and movies out of it to expand the popularity of those IP’s even more). And secondly, it is an obvious selling point for PS5. The more popular and bigger their exclusive content, the more they can draw people to their platform/service. This should increases PS5 total marketshare over its competitor.
  • The hype for God of War: Ragnarok will be absolutely through the roof. Hype for Horizon: Forbidden West is also very good already (10 million yt views, 273K likes which is very good). Gran Turismo 7 and Ratchet & Clank will also do very well in 2021. (I suspect that GoW oand Horizon might be delayed to 2022)
  • PS5 reception has been extremely good. Demand is through the roof as well all know. The only problem is that they cannot quite capitalize on the demand due to lack of supply, but overall, it is a very good thing that demand is very high, and that reception has been very positive. The challenge will primarily supply and production-related for the following 6 months and to be able to maintain brand momentum. Hopefully, they won’t push disappointed/inpatient customers to competitors.
  • Considering there’s backwards compatibility from PS4 to PS5, users will want all their PSN content to transition with them as well, so I expect them to lose very little marketshare to Xbox. Also, I do not know if Americans realize it, but Xbox is not nearly as big as PlayStation in the rest of the world as it is in the USA. PlayStation just has global brand power that Xbox just doesn’t have, so Xbox isn’t much of threat at all I’d say. Where I live, in Belgium, In Europe everyone is talking about the PS5, nobody really seems to care about Xbox Series S/X that much. Comparing PlayStation to Xbox in terms of mindshare is like comparing Apple to Motorola (not meant to be a diss to Motorola, I have a Motorola phone myself, just saying that Xbox has significantly less mindshare / brand power in Europe).
  • SIE is likely working on PSVR 2, this could be big.
  • Sony has a small stake in Epic Games (1.4%) and they have a good business relationship with them, so this might also make them open to release first-party games on Epic Games Store after exclusivity period on PS5.
  • Remember the Travis Scott concert in Fortnite? I believe that was one of the reasons why Sony invested in Epic Games. It serves as an example how music can sometimes converge with video games, and this can play to Sony’s strengths.
  • PlayStation also has way superior presence in Asia compared to Xbox. Have been expanding into China as well. Another great opportunity for revenue growth.
  • PS+ subscribers grew from 5.7 million by the end of 2013 to 46 million by October 30th, 2020. This is an average growth rate of 28% over the past 5 years. Considering most of the growth was early on, it will slow down, but I predict that they will have about 70 million PS+ subscribers by the end of 2023. This is huge and represents a stable, recurring source of income. Investors who keep hyping Netflix/Disney+ will love this, but it seems they have yet to discover $SNE.
  • There is a reason why Amazon, Google, Nvidia have been aggressively investing in video games & games streaming. They know the business is huge and is about to get even bigger. But considering the established, loyal PlayStation userbase, the established global brand of PlayStation and the exclusive games, PlayStation should be able to easily standoff competition from Amazon, Google and Nvidia (GeForce Now) in the next few years. So far, Amazon’s venture into game development, publishing & streaming has completely failed. Stadia and GeForceNow seem to have a bit more success, but still relatively niche. Therefore, I think PlayStation is well-positioned to remain one of the leaders in the industry for the following decade.
I'll get to the other divisions later, I figured this is a good first step.
But so far the tl;dr
Image sensors: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
IoT/Industry 4.0 chipsets: 🚀🚀🚀🚀🚀🚀🚀
PS5/PSN/PS+: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Online medical services (M3 inc.): 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Anime: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Fate/Grand Order: 🚀🚀🚀🚀🚀
Demon Slayer: Mugen Train 🚀🚀🚀🚀🚀
Sony Music / music streaming (the performance of Sony Music’s in Sony’s business is seriously understated. The numbers speak for themselves): 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Sony Electronics 🚀
Sony Financial Holdings (very stable & profitable business, even managed to grow slightly during pandemic when most insurance companies performed more poorly): 🚀🚀🚀
Still have to cover Sony Pictures, but their upcoming movie slate looks pretty good honestly (Spider-Man sequel, Venom: Let There Be Darkness, Ghostbusters: Afterlife, Uncharted, Morbius, Hotel Transylvania 4 so that's worth one rocket as well imho 🚀
tl;dr of tl;dr:
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Disclaimer: I am not a financial advisor. I am an idiot that's trying to understand why $SNE stock is so cheap.
Positions: SNE 105C 21st January 22
submitted by Audacimmus to wallstreetbets [link] [comments]

2021 Beginners MegaThread

Hello There!

My name is u/houseofcards32 and welcome to airsoft! This thread was created to help beginners and newer players out there. I hope you will get something out of this post, as it contains almost every bit of information you need to get started. This thread gets updated every year with new information and sections, so assume the 2019/2020 guides are out of date. This thread will be automatically updated on January 1st, 2022. At the bottom of this thread will include all of the guides I have created so far, if you are looking for something that is not in here, I would look there first.

This thread also has a video for each section created by me. Don't want to read the massive wall of text that follows? No worries! Sit back and watch the short 1-3 minute videos on the topic.
Consider liking and subscribing to my youtube channel, cards32 , as I don't make money off of these, but I do make it for beginners/newcomers benefit. Under each section will be a video for that specific section.
How to start airsoft in 2020
Battery Guide (LiPo vs nImh)
Stick with an M4/AK if you are an airsoft beginner
Lancer Tactical is bad
2021 Beginner Thread video playlist (in order)

Are you looking to start airsoft? Do you need information about the basics? Well look no further! This guide will have 15 sections:

  1. Basic Information
  2. How much does airsoft cost?
  3. The best beginner rifles (AK/M4 variants) for $100-250
  4. Things to generally avoid when playing
  5. What should you bring to your first airsoft game
  6. What weight bb should I be using?
  7. Can I start airsoft as a sniper?
  8. What eyepro/lower face projection should I invest in?
  9. What is a "MED"?
  10. What is a GBBR?
  11. The Search bar
  12. Orange tips and their legality
  13. Airsoft youtubers
  14. MSW (MilSim West)
  15. What are some cheap gear brands to get as a beginner?
  16. Lancer Tactical
  17. What airsoft shops should I buy from?
  18. Don't go out and spend $1000 before playing
  19. Comparing paintball and airsoft is like comparing apples to oranges
  20. What are the most common gearboxes?
  21. Other guides that may be useful

Section 1: Basic Information
Video link

Your first airsoft guns is one of the most important purchases you will make while playing airsoft. As your first gun, it should be reliable, affordable, versatile, easy to work on (V2/V3), high performance, and compatible with as many upgrades and accessories as possible. This means buying and AEG, or Automatic electric gun or Sub-Machine gun (also known as an SMG). Forget about buying sniper rifles, pistols, gas guns, and other exotic airsoft guns until you have more experience, money, and at least one backup weapon.
To play airsoft it is HIGHLY recommended that you have the following items:

All airsoft AEG's come with a magazine out of the box (sometimes a mid cap), but is highly recommended that you have 2-3 of these while you are playing. Eye protection is the most important thing in airsoft. All airsoft fields/sites require you to wear goggles/masks while playing. For more information check section 8.

Section 2: How much does airsoft cost?
Video link

Although airsoft is markedly cheaper than other shooting sports, it's still an expensive hobby. Site fees vary greatly but will typically exceed $25 for a day's play. It is reasonably common to spend in excess of $400 buying, upgrading and accessorizing a single airsoft gun. Gear and clothing can be similarly expensive. It is possible to play airsoft very successfully with just basic equipment, but even the cheapest possible equipment required to play airsoft safely will still cost you a minimum of $100. If you want a competitive advantage, or to play more advanced simulation games, you should expect significant additional expenditure.
It is common for users to approach airsoft with unrealistically low budgets. If you have less than $100-150 to spend, you are not realistically in a position to play airsoft. We will not compromise your safety by recommending you skimp on personal protective equipment. We refuse to recommend Low Power Electric Guns ('LPAEGs'), spring pistols and other ultra-low-budget airsoft guns because their performance is so poor, and their life expectancy so short, that they represent a false economy. You may still be able to afford to rent gear at an organized airsoft site, but not for more than a handful of games at most.
FAQs:
1. ⁠I think I can afford to play. What's the next step?
If you haven't already,read the rest of this guide.
2. Why are you lying to me? I can easily find airsoft guns that cost less than $100.
In airsoft, as in most aspects of life, there is a minimum price below which a product cannot be made fit for purpose. It is possible to buy something approximately gun-shaped for less than $100. Do not confuse this with the ability to buy a gun that will be sufficiently powerful, reliable and long-lived enough to play airsoft with. LPEGs, spring pistols and ultra-low-budget airsoft guns are utterly inadequate for airsoft play and will break rapidly, at which point you will be back to having no gun and will also have lost whatever you spent. In addition, you still need to buy suitable Personal Protective Equipment ('PPE'), which is an absolute prerequisite of play and not free. THE ONLY EXCEPTION to this rule is spring shotguns. The tri-Shot ones. They shoot anywhere from 3-6 bb’s at a time and most shells hold about 30 rounds. These shotguns are only optimal for CQB arenas and highly urban fields. They have extremely limited range so keep that in mind.

3. The best beginner rifles (AK/M4 variants) for $100-250
Video link

To get into the hobby of airsoft, you will need to have a decent budget. Most beginneintermediate guns cost anywhere from $100-250, but that cost does not include bb's, magazines, batteries, and a charger. Some guns come with a wall charger and a battery, but most users (including myself) recommend throwing the wall chargers away. This is simply because the wall chargers are normally very low quality. Most players recommend starting airsoft with an M4 or AK style variant AEG. Please note that Lancer Tactical rifles are NOT included in this guide, please check section 16 for more information on this topic. Note that the current Covid-19 pandemic is still ongoing, so things might read out of stock on the websites listed. I would check other websites if the items listed are not shown. Commonly recommended choices are:

4. Things to generally avoid when playing
Video link

Airsoft is an honor sport, when you get hit, raise your hand high and display your dead rag. Also yell “HIT” as loud as you can so the other player who is shooting you knows that you are dead. Not displaying your dead rag can lead to being shot more than you want to. Calling someone else’s hits are normally frowned upon as you’re going to cause problems on the field and airsoft drama is not worth it. If someone is suspected of cheating, call a ref/marshal over to observe the player. When you are in the field/game area, DO NOT TAKE OFF YOUR EYEPRO!! EYEPRO is the #1 important thing in airsoft. If a bb hits your eye, you more than likely will be blind. Keep your EYEPRO on at all times while in the field. If you are fogging up, walk off the field. Avoid overshooting other players, once you see a dead rag or a red rag come up, or hear “HIT” stop shooting them. Dead men tell no tales! If you are dead, and a teammate asks where you got shot from, simply say: “dead men don’t talk” and walk back to your respawn.

5. What should you bring to your first airsoft game
Video link

So you’ve finally bought your gun and gear and you’re heading out to your first game. As mentioned previously, you want to make sure you come prepared. As well as your AEG, you want to make sure your batteries are charged and you brought an extra magazine or two. You also want to bring WATER! Staying hydrated is one of the most important things you need to do in airsoft. Being dehydrated will ruin your day and cause problems for you. Also make sure to have a good amount of bb’s for the day. it is highly advised that you wear boots while playing, running shoes can get dirty easily and there will be mud somewhere on the field that you will end up stepping on and getting wet. An extra pair of socks is also a good idea!

  1. What weight bb should I be using?
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This question is very common with a lot of newer players. LPAEG’s (Löw powered Airsoft guns) and Walmart airsoft guns use .12 gram bb’s. DO NOT RUN THESE IN AN AEG! This bb’s are cheap and will break the internals of your rifle. You don’t want to throw your money away do you? I didn’t think so. The lowest weight you can use in your replica is .20 gram bb’s. There are a lot of brands out there for bb’s: Elite Force, BLS,, HPA, KWA and so on. All of them are good brands to buy from. If you are planning on playing indoor, most users will recommend .2-.28 bb’s for the best range and efficiency. If you are planning on playing outdoor, using .28’s and higher is optimal for the best range. Just keep this in mind: the heavier weight, the slower the bb travels.

  1. Can I start airsoft as a sniper?
Video link

It's not recommended no. You can do whatever you want, but sniping is not beginner friendly. Sniping is an expensive virtue and will take a lot of money and time for you to get a rifle that shoots far. Buying a stock sniper will mean you have to put money and parts into it, as the only “good” stock sniper rifle is the SSG24, and the Silverback SRS. The popular airsoft youtuber, Novritsch, has made sniping extremely popular with noobs as he shows a lot of action and gameplay with his guns. Keep in mind that being a sniper is not all action and takes patience and time. His videos are short for a reason. You do the math.

  1. What eyepro/lower face projection should I invest in?
Video link

Eyepro is the most important thing in airsoft. Airsoft is a sport that requires you to have eye protection on at all times while on the field. Lower face protection is required for most players under the age of 18 in most American fields. Anyone over the age of 18 can normally just get away with goggles, but you don't want to have to go to the dentist do you? Didn't think so. There are different types of eye protection for airsoft, ranging from basic shooting goggles, to face masks that protect your face. There are a lot of different goggles and masks out there, but here are some of the most populamost recommended items. Any eye protection you use MUST BE ANSI 787.1+, otherwise you cannot use them! DO NOT USE MESK EYE PROTECTION UNDER ANY CIRCUMSTANCES! They are not anzi rated, and their have been hundreds of cases where someone will shoot someone with mesk eye pro, and the bb will explore on the outside of the google, allowing the bb fragments to get inside an eye.

9. What is a "MED"?
Video link

If you’ve played airsoft before or are just hearing about this for the first time, a “MED” or minimum engagement distance is utilized in airsoft. Most airsoft guns have semi, and fully automatic. Most fields in the US, do NOT allow full auto within 40-50 feet. Imagine coming around a corner and getting shot with 10 bb’s because the person around the corner didn’t switch to semi. This isn’t Call of Duty, spraying your bb’s all over the place will achieve very little, if not anything. When you get closer than 40-50 feet, switch your AEG to semi. Airsoft, for the most part doesn’t hurt, but getting shot 10-20 times in a row certainly will. Don’t be that guy who full autos people from 10 feet away! It’s being an asshat, and will probably get you kicked out!

  1. What is a GBBR?
Video link

GBBR(Gas Blow-Back Rifles) are the hyper-realistic guns. If you have a larger budget and would like a more realistic experience these are the guns for you. Not usually recommended as starter guns because of the cost of gas and accessories, but not to be entirely ruled out for a select group of people. These guns require maintenance, but most would consider the work to be put to the background in the face of the utter satisfaction of using one of these guns. Check out GasBlowBack for more information on this topic.

11. The Search Bar
Video link

The search bar is a tool that is at the top of this sub that is used to search for a post or topic. This feature is not used by any beginners as they will probably ignore this guide and ask the question anyways. Most questions have been asked before and you will find your answer. To use the search bar:
A. Open reddit
B. Click on airsoft
C. Using your eyeballs, look at the top of your screen
D. Using your fingers, type in whatever you are looking for (I.E BEST BEGINNER SETUP)
E. Using your eyeballs, look at the results
F. Realize that most people will just ignore this guide and continue asking the same questions every single day.
G. Profit!

  1. Orange tips and their legality
Video link

Orange tips are required for retailers, but you are more than welcome to take them off after you receive your airsoft gun. Just note by doing so you will void your warranty. Also please do not take your airsoft gun out in public and follow basic gun safety. Please check your local state/county rules before doing this though. Note that random strangers on the internet will NOT know your local rules, so I cannot empathize this enough.

  1. Airsoft youtubers
Video link

A lot of users will watch certain youtubers and get a impression of the hobby that does not exist. Remember: Their job is to get views and entertain you, they cut out the parts that are boring. Clickbait content is what most beginners watch and please note that cheaters in airsoft are not as common at they make them to be. If you are interesting in learning more about clickbait, I made a video breaking down airsoft clickbait on youtube. There is of course great content creators out there that don't just make clickbait and I implore you to go look for them.

14.MSW (MilSim West)
Video link

MSW is considered the only "true" Milsim in the US. Interesting in going? Read the Tacsop.

  1. What are some cheap gear brands to get as a beginner?
Video link

It is also pretty common for airsofters to think they need to spend a bunch of money on super expensive gear to get started. This couldn't be farther from the truth. Good gear does not equal skill (BY ITSELF), and while having good gear CAN help you play, it won't make you a special operator by itself. Most users are on a budget anyways, and investing in cheap chest rigs is a great option to stay within your budget. Note that most of these recommendations will be chest rigs, simply because of the price and functionally of them. Condor is one of the most budget friendly airsoft gear brands out there, as they will be on this list a bunch. NOTE: THE CHEAP CROSS DRAW VESTS ARE NOT INCLUDED ON THIS LIST SIMPLY BECAUSE FOR THE MOST PART, THEY SUCK. Some good budget options ($0-100) would be:

  1. Lancer Tactical
Video link

So Lancer Tactical is not on this guide for a multitude of reasons. For starters, in 2017, their CEO was arrested at shot show under the pretenses of producing non-anzi rated goggles and advertising as such. They were producing goggles that were direct copies of Revision, and lied about their goggles being rated for airsoft. But the primary reason as to why they are not recommended is that their quality control is fucking horrendous. Lancer has created 2 "generations" of guns, with the 2nd generation "having a different oem" meaning that they were magically fixed. Spoiler alert, the QC is still garbage and even their "prolines" having terrible QC, with Reventian having to be SENT 3 for a review, and his 3rd one died. But if you don't believe me on the QC part, check out a compilation of lancer's breaking in the past year.

  1. What airsoft shops should I buy from?
Video link

Recommended US-Based Retailers
Infantryshopusa
Airsoft GI
Evike
Amped Airsoft
Airsoft Extreme
Airsoft Atlanta
Trinity Airsoft
Gas Blowback Central
JustAirsoftAmmo
InfantryShop
Canada based Retailers
Alberta
007 Airsoft
Badlands Paintball
B2 Airsoft
Buy Airsoft
Capital Airsoft/Force on Force Tactical
Comex Hobby
PM Hobbycraft
British Columbia
Badlands Paintball
Camouflage
Milsig
Phoenix Tactical
Trigger Airsoft
Viper Action-Air Innovations
Manitoba
Badlands Paintball
TBD Airsoft
Xtreme Tactics
Newfoundland
Frontline Paintball
Nova Scotia
Venture Airsoft
Scotia Arms Airsoft
Ontario
Action Air Canada
Airsoft Depot
Badlands Paintball
Blackbiltz Airsoft
Canada Wide Airsoft -No Website.
Challenger Airsoft/My Airsoft -No Website. FB Seems inactive.
Chigun Hobby Store
Daymark WindsoSOAR Hobby
DMZ Airsoft & Paintball
Flagswipe Paintball
Forest City Surplus
Gear Up Airsoft
Hero Outdoors
High Percision Airsoft
Infinity Arms
JS Airsoft
JT Military Surplus -No website.
Maier Action Games
Maple Airsoft Supply
Niagara Quatermaster
Nick Sports Shop & Central Surplus
Platinum Paintball -No Website.
Rapidfire Airsoft -No Website
Toronto Airsoft
Ultimate Airsoft
Prince Edward Island
Andy's Airsoft
Quebec
Aventure Airsoft Lanaudiere
Divison XP
Fighter System
Headshot Airsoft -No Website
Tactical Center
Taktik Airsoft
Saskatchewan
SackSoft Armoury
Online ONLY
Airsoft Parts Canada
Ultimate Airsoft
Replica Airguns
Upper Canada Tactical
Western Canadian Airsoft Supply

Asian-Based Retailers
Redwolf Airsoft
eHobby Asia
ebAirsoft
WGC Shop
Echigoya - Japanese shop, best source for TM guns

UK Retailers
Zero One
Action Hobbies
Airsoft World
Land Warrior
Fire Support
Wolf Armouries
JD Airsoft
Combat South
Dave's Custom Airsoft
Bespoke Airsoft
Skirmshop
Patrolbase

  1. Don't go out and spend $1000 before playing
Video link

It is also very common for users to approach airsoft with spending a bunch of money. Please don't do this. It is always recommended to rent before playing. After renting, don't go out and buy a shit ton of geaguns. Stay cheap, and don't go all out. Regardless of what you have seen on youtube, having the best gear does not make you the best player. How stupid would you look if you went out and bought a brand new Umbrella Armory and full Crye's if you don't like the hobby? Simply put, don't go out and buy expensive gear, like said above, stay cheap and go out to have fun.

  1. Comparing paintball and airsoft is like comparing apples to oranges
Video link

Comparing paintball to airsoft would be like comparing apples to oranges. They are two completely different hobbies that are very different. Paintball uses balls of paint that cannot go farther than normally 50-60 feet, whilst airsoft uses more realistic looking markers that can go much farther. If you are a paintballer, no problem, just don't come in here and try to compare the two :)

  1. What are the most common gearboxes?
Video link

The V2 and V3 mechboxes are the most common gearboxes found in M4/AK series AEG'S. If you are more interesting in learning about the V2 gearbox, check out the V2 gearbox guide. V2 gearboxes are found in most M4 series AEG's, while V3'S are found in AK series rifles. The MP5 often uses a modified V2/V3 gearbox, it all depends on the brand. The Airsoft Tech is a great resource if you are looking to expand your knowledge. Negative Airsoft is also another great resource, consider checking him out here.

  1. Other guides that may be useful

Changelog:
5/30/19-Fixed Formatting and added suggested eyepro section
6/1/19-small typos fixed and section about MED’s added
12/7/19- reposted for Christmas influx of new gun posts
12/7/19- added section on GBBGBB’s.
12/9/19- added section on searchbar and typos
12/27/19- added how the older guay guay are outdated
1/1/2020- post was unpinned so new thread is made.
1/1/2020- updated part about specna
1/19/2020 - orange tip section added
5/16/2020- removed specna cores from the Recommended list of guns due to bad QC
7/22/2020- reposting thread with more updated links as well as adding E and C to the recommended section
7/22/2020- added sections 13 and 14
7/22/2020- Videos added for each section
7/22/2020 - Added more options for eyepro
7/22/2020 -Fixed AMP AMP AMP issue
12/25/2020 - Added 5 new sections
12/28/2020 - Removed G1 CM"s from the recommended M4's.
12/29/2020 - Added new beginner guns to recommended section
12/30/2020 -Fixed spelling errors and guide overhaul
1/1/2020 - Guide re-published
submitted by Houseofcards32 to airsoft [link] [comments]

Playboy going public: Porn, Gambling, and Cannabis

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.
submitted by jeromeBDpowell to SPACs [link] [comments]

COVID Facts That Every Person Should Know (But Most Don't) - Canadian Version

Updated January 8, 2020
DISCLAIMER: I wear my mask, wash my hands and try not to touch my face. I limit my social interactions. I follow most rules, even though many don't make sense. This is NOT a “COVID hoax” or “anti-vaxxer” post.
I agreed with lockdown measures that were taken in March 2020, when a lot was unknown. We did not have full knowledge of whom the virus affected and we did not have better treatment measures.
But science and data over the last 10 months has clearly shown that our approach needs to change.
“Where all think alike, no one thinks very much” Walter Lippmann, 2-time Pulitzer Prize winner
SO WHO IS COVID DEADLY FOR? Data from government public health websites.
PUBLIC HEALTH CANADA https://health-infobase.canada.ca/covid ... s.html#fn1
Out of 16435 COVID related deaths in Canada, 89.2% are in the 70+ age group.
Percentage of COVID deaths in the 0-49 age group: 1.1% (this is a total of 192 COVID related deaths in Canada)
NOTE: It is important to make the distinction that just because someone dies WITH COVID does not mean that they died BECAUSE of COVID. COVID deaths may be inflated due to this distinction. False positive cases may further inflate this number (more on this later).
LONG TERM CARE HOMES https://ltc-covid19-tracker.ca
70.3% of all COVID related deaths in Canada have been in long term care homes
PUBLIC HEALTH ALBERTA https://www.alberta.ca/stats/covid-19-a ... istics.htm
Average age of COVID-related death in Alberta: 82 years old.
Out of 1241 COVID related deaths in Alberta, 97.1% have had 1 or more co-morbidities.
Here is the breakdown: * 3 or more comorbidities: 75.0% * 2 comorbidities: 14.4% * 1 comorbidity: 7.7% * No comorbidity: 2.9% (highly likely to be in the older age demographic)
NOTE: Comorbidities included are: Diabetes, Hypertension, COPD, Cancer, Dementia, Stroke, Liver Cirrhosis, Cardiovascular diseases (including IHD and Congestive heart failure), Chronic Kidney disease, and Immuno-deficiency.
STATSCAN REPORT: COVID 19 DEATH COMORBIDITIES IN CANADA (from the first wave, until July 31, 2020) https://www150.statcan.gc.ca/n1/pub/45- ... 87-eng.htm
WHAT DOES THIS ALL MEAN?
We must acknowledge that these stats are all people and each number represents a human loss. We are all empathetic to that.
Now, the data clearly states the obvious: 1. A LARGE majority of COVID related deaths have and are still occurring in long term care homes. 2. COVID is a deadly threat to persons with co-morbidities and/or persons above the age of 70. It is not a LONE killer by itself. Note that any disease is dangerous to this population set, not just COVID. 3. For a healthy person below the age of 70, there is greater than 99% chance of COVID recovery. This is no worse than the flu.
This is all good news, because we know who COVID affects and who we desperately need to protect. We also have other good news…
GOOD NEWS #1: VITAMIN D3 DATA
Vitamin D acts a key function for strengthening our immune system and is primarily acquired through sunlight exposure. There is a strong correlation that a Vitamin D deficiency will likely result in a serious case of a COVID infection, lowering hospitalizations, deaths and long-term COVID effects.
Vitamin D3 was shown to be deficient in 80% of hospitalized COVID patients in Spain [2].
The most comprehensive scientific study of Vitamin D deficiency in correlation to COVID patients was conducted in India over a span of 6 weeks [3]. Out of 154 patients, 63 severe cases needed ICU. Out of these, 61 patients (97%) had a Vitamin D deficiency. Overall, India has shown to have a lower strain of COVID, possibly because Vitamin D deficiency hits a much lower percentage of the population (due to more sunlight).
The UK government has already promoted Vitamin D to the entire population and is giving out free vitamin D handouts to persons most at risk for COVID [4].
4000 IU daily is recommended to create a strong immune response to COVID [5].
GOOD NEWS #2: BETTER COVID TREATMENTS
Doctors have improved the mortality rates of severe COVID cases, using better ICU procedures. A person hospitalized in March 2020 was 3 times more likely to die than someone hospitalized in August 2020 [6].
GOOD NEWS #3: ASYMPTOMATIC %
At least 17% of the population is estimated to be asymptomatic to COVID [7]. Many are immune to the danger of COVID.
The converse argument, of course, is the possible asymptomatic spread of infection which is difficult to detect. However, if an asymptomatic person does not interact with the vulnerable portion of the population, then what difference does it make?
Instead, why not focus on controlling spread in the SMALLER vulnerable demographic where it really matters?
BAD NEWS #1: LOOKING AT CASE NUMBERS USING FLAWED PCR TESTING
PCR tests, in their current form, are faulty and ineffective [9]. In Dec 2020, the World Health Organization confirmed what was known for months; that high cycle threshold PCR tests result in a high amount of false positives and that testing labs around the world need to reduce their threshold values [10]. The US FDA has also warned of the risk of false positives from PCR tests [8].
It is important for everyone to understand what a Polymerase Chain Reaction test does. A PCR test is looking for RNA, which is a small particle of any cell (just like DNA). In this case, we are looking for the coronavirus RNA.
The amount of RNA in a saliva/nasal swab is very small, so PCR tests amplify the sample to help detect it. Each cycle doubles the material. One becomes two. In the next cycle, two is amplified to four, and so on. In Canada, and most of the world, specimens are amplified to a minimum value of at least 35 cycle thresholds (Ct). That creates over 17 billion copies of the material, enough to be able to detect any viral particle.
However, a Canadian National Microbiology study stated that specimens with Ct values greater than 24 were found to be viral culture negative [11]. What does this mean?
That if RNA is found at a Ct value of 35, the virus cannot be cultured. It cannot be grown. Because it is DEAD. The RNA is simply a remnant of a past COVID infection. A FALSE POSITIVE CASE. This case does not reflect an active infection nor is it contagious. That person was infected weeks or months ago.
This has been known irrefutable scientific fact for months: PCR tests are not reliable unless we REDUCE Ct values. Why are we creating worldwide mitigation policies based on this?
Lastly, and most importantly, using number of cases for policy making does not reflect the bigger picture. Someone with little or no symptoms of illness is NOT a case.
Instead, our main concern should this: How many of those cases are getting HOSPITALIZED and who is DYING?
THE BAD NEWS #2: LONG COVID
Long term effects of COVID; persistent symptoms such as fatigue, headaches, respiratory, brain and heart issues can continue for weeks and months for some COVID cases. While there is still more research to be done, here is what we know so far.
King’s College London and the UK National Health Service have compiled the largest data set on this topic, using information from 4182 confirmed COVID cases [12]. Here was the breakdown of how many experienced long COVID, by duration of symptoms. The study also states that these numbers were comparable to Sweden and USA.
The susceptibility to experience long COVID is increased by the following factors, but can occur in low proportions in healthy individuals as well:
Long COVID is a definitely a concern, but it does not warrant ignoring the negative long-term health effects of a lockdown.
BAD NEWS# 3: LOCKDOWNS DO MORE HARM THAN GOOD
If you believe that a lockdown puts life and health ahead of the economy, you have been gravely misled. Lockdowns kill and destroy more lives than save lives.
The World Health Organization themselves do not advocate for lockdowns as the primary means of control of this virus [13].
The first and very comprehensive cost-benefit analysis of a lockdown in Canada was performed by Dr. Ari Jaffe, an infectious disease expert, who initially supported lockdowns but is now a strong opponent. His study concluded that the lockdowns in Canada will result in 10 statistical lives lost for every 1 COVID life saved [14].
Reasons for these lockdown deaths is due to restricted medical care such as
Moreover, the following repercussions of a lockdown are also not taken into account. All of these have a negative impact on life expectancy and illness.
The Canadian Mental Health Association concluded a study on all of the above, with 3027 participants Canada wide [15]. Here are some highlights:
A Canadian Psychiatric Research report has projected an increase of between 418-2114 excess suicides in Canada (depending on 1.6% to 10.7% increase in unemployment) [16].
Lastly, lockdowns are causing our general health and immunity to be being lowered. We are locked down at home, with increasing mental health issues, stress, lack of sunlight and lack of exercise. This further lowers our bodies’ response to any sort of infection, including COVID.
Using lockdowns, we have only looked at short term gratification, while disregarding long term destruction.
BAD NEWS #4: HOSPITAL OVERCAPACITY
The ideal measure to avoid a lockdown is to increase hospital capacity as much as possible.
Unfortunately, hospital space and staff shortages have always been a problem, even before the pandemic [17]. Every flu season in the last 3 years has had hospitals running at over capacity. Don’t let COVID distract you from the historical failures of the government.
This may sound ludicrous, but a simple online search will prove it. Here are a few news articles from previous years addressing that concern:
Dec 2017: https://bit.ly/38wEqwn
Feb 2018: https://bit.ly/2M5dIU4
Jan 2020: https://bit.ly/3nZ5laR
Canada, despite being one of the biggest spenders for health care, sits far behind for services provided. As of 2019, out of 28 developed countries, here is how Canada ranked [18]:
Between Mar 15-Jun 13, 2020 (the first lockdown), the Ontario surgical backlog had an average increase of a whopping 11413 surgeries per week. This led to a total of 150000 backlogged surgeries, which is estimated to take 84 weeks to clear (almost 1.5 years) [19].
We were completely unprepared for additional medical concerns, let alone a pandemic. Why has the government not addressed the hospital capacity issue? This is the most IMPORTANT factor in avoiding a lockdown. Why is the public paying the price for government inadequacy?
BAD NEWS #5: CANADA’S ECONOMIC SITUATION
Socio-economic factors are the greatest indicator for the health of the population. Lack of finances do affect mental health, physical health and life expectancy. Look at any third-world country. Look at the impoverished demographic of any population set.
Canadian Annual Deficit:
2019: $19.8 Billion [20]
Projected for March 2021: $381.6 to $398.7 Billion [21]
This is an increase in deficit of almost 2000%. THIS IS REAL. This is NOT a typo. Imagine your $20,000 student loan becoming $398,000. By far, this is the HIGHEST deficit in Canadian history.
Within the last year, Canada has had the worst increase in Debt-to-GDP ratio in the world, which has risen by 80% [22]. We have spent the most amount of money in proportion to what our economy generates.
Our Minister of Finance resigned during the summer. A day after the Fall Economic statement was released on Nov 30, 2020, our Deputy Minister of Finance also resigned.
Our current Minister of Finance has no background in this field. Watch this video of her in Parliament: https://fb.watch/23ypw_Ru1_/
The following industries have been devastated: Aviation, Tourism, Entertainment, Hospitality, Restaurants, Fitness, Retail
Our official unemployment rate in October 2020 was listed at 8.9% [23]. This is deceiving. This is artificially held low by government subsidies and by ridiculous requirements to be considered “unemployed”.
The true unemployment number could be as high as 30%, if not more [24]. That means a staggering 10 million Canadians unemployed.
218000 small-to-medium businesses are at risk of closing permanently [25]. That is 1 out of every 5 businesses. This was based on July 2020 data, before a second lockdown was announced, and is clearly much worse now.
On the other hand, large corporations are thriving. The price of a lockdown is not equally borne across the Canadian population.
We are all in the SAME storm, but not the SAME boat.
WHY IS THE GOVERNMENT STILL IMPLEMENTING SUCH DAMAGING POLICIES?
This all started with a wildly incorrect and catastrophic model of COVID deaths by Dr. Neil Ferguson, from the Imperial College in the U.K. He projected that, unmitigated, COVID-19 would kill 326,000 in Canada this year [26]. Similar projections were made for other countries. Dr. Ferguson’s faulty projections, without being reviewed, led to a swift global lockdown and mass hysteria.
Using the Wuhan lockdown as a example, with a “75% reduction in interpersonal contact rates” however, he predicted deaths would fall to under 46,000 in Canada. Coming to the end of 2020, we are at approximately 15000 COVID related deaths in Canada [1]. While that is still a tragic number, it is nowhere close to what was predicted.
Dr. Ferguson has a history of incorrect modeling, apart from COVID. [26] [27]
In March 2020, Dr. Ferguson admitted that his COVID modeling was based on a 13-year old computer code that was intended for a “feared influenza pandemic”.
We shut down the world based on this? No one looked for a second opinion? His reckless advice set a dangerous precedent for lockdown policies and abuse of human and constitutional rights.
If the government realized and changed their approach now, it would essentially mean admitting they are wrong. (Personally, I feel they have succumbed to tunnel vision).
How can they reverse course without getting politically skewered for going all in on what is now by far the largest public spending campaign ever, the most significant restriction on free society ever and the greatest peacetime damage ever inflicted on a generation, socially and economically, in modern history when it turns out it didn't make much of a difference? (Credit: Josh Kocher)
Instead, politicians have used the new “science” of DEMAGOGY - political activity or practices that seek support by appealing to the desires, prejudices and emotions of ordinary people rather than by using rational argument.
Implement measures that make us FEEL safe instead of what is ACTUALLY safe. With only COVID in the spotlight, actions are based on “optics”. As long as COVID lives are down, why bother with the collateral damage from a lockdown and its accompanying non-COVID deaths? Politicians don’t have to wipe that blood off their hands. Ignorance is bliss. Let’s save 1 COVID life that is in the public eye, but it will cost 10 lives down the road, not in the public eye. This is known as the Corona Dilemma (see attached pictures) [14].
If we had always put health ahead of the economy, here’s what would have happened a long time ago.
Doing the above would save millions of lives globally. But we accept those risks despite high fatality numbers, in order to stimulate the economy. We leave the decisions to drive cars, consume alcohol, eat fried foods and smoke in the hands of the people. (Yes, they are not CONTAGIOUS so it’s a different form of threat, but a death is a death, specially if it is statistically preventable).
Another important point to consider is that politicians are making decisions while being completely protected from the consequences of their decisions. Their salary stays the same and their large pensions fully protected. This is a position of PRIVILEGE.
WHY IS THE PUBLIC SUPPORTING THESE POLICIES?
For the general public, there are many working from home with pay. They have little to lose with a lockdown, so it is easy to support it. Again, a position of privilege. They are unaware of our country’s disastrous economic situation or the dangerous effects of a lockdown.
But more importantly, public support is being driven by mass hysteria; from the fear-mongering and sensationalizing of news by irresponsible journalism and incompetent politicians.
QUESTIONS FOR THE GOVERNMENT
QUESTION: Why are high cycle threshold PCR tests still being used as the lone source for creating broad policies, despite their known inaccuracy and unsuitability? Can we stop with the constant regurgitating of daily case numbers?
QUESTION: Why are long term care facilities still experiencing COVID related deaths and not being protected better?
QUESTION: Why is the rest of Canada shut down when a distinct majority of the COVID related deaths are occurring in long term care homes, in age groups of 70+ and persons with co-morbidities?
QUESTION: Why do thousands of small businesses have to suffer when there is no proof that they are responsible for COVID transmissions?
Ontario COVID-19 Science Advisory Table [29]: Restaurants, bars and clubs were the source of 0.7% of all COVID transmissions in Ontario. In fact, 58% of COVID cases do not know how and where the person was infected. The primary known source, close contact, adds up to 45% of Ontario COVID transmissions [29]. This means an unmasked setting for a prolonged period near someone close to you.
Have we seen Walmart and Costco take the contact information of every customer that enters the premises? No tracing = no cases = let them stay open.
Our politicians are blindly flailing at theories and superstitions to control this virus. How can a politician rob someone of their entire livelihood based on a hunch?
QUESTION: What is considered essential? Who decides this? Why is the LCBO (alcohol store ) open but gyms are not? To every person who is about to lose their job or business, is that not considered ESSENTIAL?
QUESTION: Why is a cost-benefit-result analysis not mentioned in any government policy?
QUESTION: Why has the government not put out a simple disclaimer to increase our Vitamin D3 intake, especially during the winter months? This one measure can possibly yield the MOST result with LEAST effort and collateral damage.
QUESTION: Why has the government not volunteered to take a pay cut, given that most of the population is suffering economically? Don’t CEOs take a pay cut when their company is in financial trouble?
NOTE: The New Zealand PM and her ministers took a 6-month 20% pay cut in April 2020 [30].
SIDENOTE: A Canadian MP who only holds 6 years in office gets a lifelong pension. Even a war veteran does not get this benefit [31]
QUESTION: Why are these policies being made behind closed doors? The Ontario government has abused its arbitrary emergency powers to make policies without the input of ALL members of Parliament. When did we give up democracy? Watch The Ontario Government Being Questioned About This In Parliament: https://fb.watch/22j-hpTDiL/
Why have those affected financially not been given a choice? If someone has to worry about putting food on the table and a roof over their head, they should have the right to go out and make a living. Let them decide for themselves whether they are willing to risk contracting COVID (a disease with a lethality rate of under 1% for the younger healthy working population).
QUESTION: Why is every international arrival subject to an archaic 14-day quarantine, when the Canada’s chief public health officer Dr. Tam herself has said that there is little - if any - evidence of COVID transmission aboard aircraft? [32]
COVID transmission through travel primarily occurred BEFORE mitigation measures were implemented. Now, it is one of the safest public places you can be in. As of Jan 2, 2020, travel has only accounted for 2.5% of all COVID cases in Canada (with a known exposure setting). Most of these travel related cases are from early in the pandemic, before restrictions were placed [1].
Read the following fact-based article: The Irrational Fear Around Air Travel Needs To Stop (And We Need To Use Science Based Measures Instead): https://bit.ly/3rnS3GT
Why is rapid testing not conducted on arriving passengers? Results from the McMaster Health Lab rapid test study at Toronto Pearson airport: 99.7% were cleared or detected for COVID on arrival [34].
QUESTION: If someone got COVID and has recovered, they have built natural immunity. Why do they need to be vaccinated?
DOCTORS AROUND THE WORLD ARE SPEAKING OUT
Great Barrington Declaration: https://gbdeclaration.org
World Doctors Alliance: Letter to Citizens and Governments of the World: https://worlddoctorsalliance.com
MOVING FORWARD: WHAT DO WE DO NOW?
We have had 11 months to prepare and learn more. A lot is still unknown about COVID but A LOT IS KNOWN.
COVID is here now and we cannot stop it; that’s the harsh truth. Risk and harm cannot be completely eliminated. COVID will affect some people; that is unavoidable. It cannot be the SOLE reason behind making broad policies.
COVID is a harmful virus but not the killer virus it was projected to be.
There is a fine line between learning to live with COVID vs paralyzing our lives due to COVID, which we crossed a long time ago. Why are we hiding from COVID when we should use our knowledge to fight against it? Let’s stop the shortsighted and reactionary decision making.
We are we so focused on “number of cases and infections”? The test results are not reliable, and infections pose little or no harm to most of the younger healthy population. The important data is “number of hospitalizations and deaths”. In other words, shift our energy from “how do we limit COVID SPREAD?” to “how do we limit COVID DAMAGE?”
The long-term health and financial effects of a lockdown need to be considered. A lockdown will only transfer lives lost and destroyed. It will not save the overall excess deaths to a population. In fact, it will increase them in the long term.
The ONLY way out of this pandemic is through herd immunity, either naturally or through a vaccine. That vaccine is at least more than a year away for most people (another governmental failure). Moreover, there are many who will choose not to take a vaccine (personally, I will take it). We cannot have another 6 months of lockdowns. Every single day adds incredible amounts of short and long term damage.
A SUMMARY OF WHAT SHOULD BE DONE:
(Edit) Firstly, we should continue precautions to limit COVID spread. These are mitigation measures that may yield results without collateral damage: masks, wash hands frequently, don’t touch your face, reasonably limit social interactions.
I hope it’s clear: the problem isn’t number of cases. It’s the number of deaths and number of hospitalizations.
We know one thing for sure: Lockdowns should be our absolute last measure and that they will still come at a serious cost to society. Lockdowns are a REACTIVE measure to avoid getting hospitals overloaded.
Our most helpful measure to avoid a lockdown would have been to increase hospital capacity, but the government has failed us there.
Moreover, implement the actions below:
  1. Offer Focused Protection for the following: long term care homes, the vulnerable population and those that have UNAVOIDABLE interaction with them. The measure alone may reduce COVID related deaths by 90+%. Even if the above demographic is half of the Canadian population, at least the other half don’t need to be locked down.
  2. Let everyone else live normally, if they CHOOSE (of course, with cautionary measures)
  3. Promote a healthy lifestyle, nutritious diet and increase Vitamin D intake for EVERYONE. This alone may reduce the number of hospitalizations, severe cases and long COVID.
  4. BONUS MEASURE: All politicians need to take a pay cut. Sign the following petition: https://www.truenorthinitiative.com/politicians_need_to_cut_their_salaries
LET ME BE CLEAR. This is not about Lives VS. Economy. Health policy has been mistakenly sold as such. The truth is that a Focused Protection approach will save more lives and protect the economy. It’s a win-win.
This is about using everything we know to have an all-inclusive approach and look at the bigger long-term picture. To make decisions using science, data and logic, as opposed to fear and emotion.
Enough damage has been done. Don’t make the CURE worse than the virus. Don’t let political agendas get in the way of real help.
Free discourse is important because it helps to prevent bad ideas from blossoming and spreading.
We cannot simply accept the first viewpoint presented to us. Science requires many different points of view, rigorously tested, before arriving to a conclusion [35]. Science DEMANDS opposing opinions. Propaganda, on the other hand, silences it.
Something is VERY wrong when there is massive blowback to any questioning of the narrative. Something is VERY wrong when fear has become a virtue and courage a vice [35].
Something is VERY wrong when law enforcement questions the government about why they are forced to abandon their oath to the Charter Of Rights & Freedoms. Read their letter: https://bit.ly/3nW0Mhu
Please copy, paste or share this message if you agree.
SHARE ORIGINAL FACEBOOK POST: https://bit.ly/2IRbRRC
Samad Kadri
[[email protected]](mailto:[email protected])
REFERENCES
[1] https://health-infobase.canada.ca/covid ... s.html#fn1
[2] https://www.ctvnews.ca/health/more-than ... -1.5162396
[3] https://www.nature.com/articles/s41598-020-77093-z
[4] https://www.theguardian.com/society/202 ... n-d-supply
[5] https://www.nutraingredients.com/Articl ... in-D-alarm
[6] https://www.snopes.com/news/2020/11/03/ ... s-improve/
[7] https://www.nature.com/articles/d41586-020-03141-3
[8] https://www.fda.gov/medical-devices/saf ... RHTwitterD
[9] https://cormandrostenreview.com/report/
[10] https://www.who.int/news/item/14-12-202 ... -ivd-users
[11] https://academic.oup.com/cid/article/71/10/2663/5842165
[12] https://www.medrxiv.org/content/10.1101 ... 20214494v2
[13] https://www.narcity.com/en-ca/news/lock ... rol-method
[14] https://www.preprints.org/manuscript/20 ... 2/download
[15] https://cmha.ca/wp-content/uploads/2020 ... NAL-EN.pdf
[16] https://www.sciencedirect.com/science/a ... 8120310386
[17] https://globalnews.ca/news/7464926/coro ... -capacity/
[18] https://www.fraserinstitute.org/sites/d ... mary_0.pdf
[19] https://www.cmaj.ca/content/192/44/E1347
[20] https://www.budget.gc.ca/2019/docs/plan/toc-tdm-en.html
[21] https://www.ctvnews.ca/politics/federal ... -1.5209807
[22] https://www.weforum.org/agenda/2020/12/ ... dp-covid19
[23] https://www150.statcan.gc.ca/n1/daily-q ... 6a-eng.htm
[24] https://www.thestar.com/business/opinio ... ke-30.html
[25] https://www.cfib-fcei.ca/sites/default/ ... losing.pdf
[26] https://www.iedm.org/the-flawed-covid-1 ... wn-canada/
[27] https://www.nationalreview.com/cornep ... grace/amp/
[28] https://www.health.com/condition/cold-f ... every-year
[29] https://www.thestar.com/news/gta/2020/1 ... tario.html
[30] https://globalnews.ca/news/6820459/jaci ... s-pay-cut/
[31] https://www.canada.ca/en/treasury-board ... -plan.html
[32] https://www.cbc.ca/news/politics/covid- ... -1.5797065
[33] https://www.canada.ca/en/public-health/services/diseases/coronavirus-disease-covid-19/epidemiological-economic-research-data.html
[34] https://mcmasterhealthlabs.ca/pdf/MHL%2 ... Tr6W2NgSCw
[35] https://financialpost.com/opinion/2020- ... he-science
[36] https://www.publichealthontario.ca/-/media/documents/o/2020/opioid-mortality-covid-surveillance-report.pdf?la=en
submitted by SamadKadri to LockdownSkepticism [link] [comments]

Popheads Album of the Year 2020 #23: Meghan Trainor - Treat Myself (Deluxe)

Artist: Meghan Trainor
Album: Treat Myself (Deluxe)
Label: Epic Records
Released: Standard edition January 31st, Deluxe edition July 17th
Listen: Apple Music / Spotify

Intro:

Meghan Trainor fans are called Megatronz (with a "z") and I'm proud to call myself one. I've developed a reputation around this sub for being the #1 Meghan Trainor stan and while I may amp it up a bit at times for comedic effect, my love for her is completely genuine. I love her voice and her music, she was one of the artists who helped me really get into pop music and I'll always have a special place in my heart for her because of that.
Unfortunately, not everybody else is as warm and fuzzy towards her. I've spoken at length before about just why exactly I think that people dislike Meghan with such a passion so I won't repeat myself but suffice to say, watching following the release of this album was certainly interesting because people were constantly jumping out of the woodworks to say she was a flop and her music was bad.
Those bitches were wrong. Okay maybe not about the flop thing because this album did (unfortunately) have very poor numbers, but they were wrong about it being bad because Treat Myself is actually a fantastic pop album with a lot of great songs that I think was unfairly ignored by the pop community. I was hoping that in the age of poptimism Meghan and her music would be embraced but that didn't seem to happen, so I guess that means I'm going to have to be the one to offer her the critical reevaluation...
Buckle in kids, I'm going to take you on a guided tour through the past three years of being a Megatron and the genesis/revelations of Treat Myself (Deluxe), one of the most under appreciated pop albums of 2020.

No Excuses:

In March of 2018, after two years without an album, the Megatronz were finally blessed with the lead single of Meghan’s third studio album: “No Excuses”
A bright burst of pop energy with a colorful music video showing off Meghan’s newly slimmed down figure, “No Excuses” (on paper at least) seemed like a smart idea for a lead single because it’s everything people liked about her biggest hits cranked up to 11: the entire song is just a sassy hook and chorus, nonstop catchiness and quotable lines.
It’s actually the shortest original song Meghan has ever released (barring the intro track to Title), there are barely even verses or a bridge because the song has absolutely no time of anything that isn’t an annoyingly catchy melody line. While it’s easy to write this off as her showing a lack of evolution there’s actually something kind of bold about watching an artist release a song that’s just their sound boiled down to its absolute essence; she knew what people were expecting from her and she threw her whole body into it.
On a musical level, the gambit paid off: “No Excuses” is ear candy that’s super fun to listen to and it was decently well received. From a business perspective though it was a bit of a letdown, despite a lot of promotion the song peaked outside of the Top 40 on the BB100 and only hovered around for 12 weeks; the song did decent on streaming and would end up being certified Platinum, but it wasn’t the grand comeback many were hoping for.

Let You Be Right/Can't Dance:

A few months later Meghan follow up with a double single release (remember this being a huge thing four years ago?), the more promoted of the two being a smooth disco song called “Let You Be Right.” Meghan was always known for using throwback sounds but she’d never actually touched disco before, and it was a great fit for her! The bassline groove on this song is really good but I think what really sells it is the vocal arrangement, these harmonies are so pretty and do a lot to elevate the song. The lyrics for the song are nice as well, they show unexpected maturity in how she depicts a couple communicating to peacefully work out conflict in their relationship.
Despite being all around well received the song underperformed even worse than “No Excuses,” failing to chart on the BB100 at all, though it did find some success on the radio.
The other half of this double single release was the intriguing ‘80s number “Can’t Dance,” which in my opinion was done very dirty. First of all, I don’t know if anyone has mentioned this but the cover art is literally just her in one of the outfits from the “No Excuses” video, and second of all they shot a music video for this that Meghan apparently loved that wasn’t released for some reason.
But the song itself is an absolute banger! Meghan has never sounded this coy or sexy before, and the arrangement of the song is really cool. The trade off between the bassline and the drums is so satisfying and the music responds to her vocals perfectly, it’s almost as if you can hear her showing the music how to dance.
These are two of my favorite Meghan Trainor songs and probably some of her best but they were, to quote Xtina, perhaps a bit too ahead of their time for some people. For perspective this was the Billboard Hot 100 the week these songs were released… you’ll notice that basically none of them sound anything like either of these.
“Let You Be Right” was a nu-disco hit that came out just a bit too early for the “disco revival” and “Can’t Dance,” with its ear-catching unusual vocal delivery and constant references to dancing, feels like it was trying to be a Tik Tok hit before Tik Tok hits had become a “thing;” perhaps if these songs had come out a year later they would have had legs, but back in 2018 they both tragically flopped and neither are present on the album’s final tracklist.

All The Ways/Treat Myself:

“All The Ways” was the next Meghan song we’d get and it’s a frothy pop song with a huge chorus. The unapologetically lovestruck energy of the song is just infectious and I love the lyrics of it, which are apparently based off of a real conversation Meghan had with her husband. Although just a promotional single it got some attention because it was used in a Target commercial, so it probably made Meghan some decent money! Fittingly enough the song would end up being one of the final album’s Target Exclusive tracks, though it would also get some time to shine on The Love Train EP (which we’ll discuss more in just a minute).
The final song we’d hear from this “phase” of Treat Myself was, ironically enough, the title track. A self-care anthem, the song seems to combine everything we’d heard from the album so far: another song with a huge chorus and bright themes, with another funky nu-disco bassline. This one also ended up in a Target commercial and would then also be relegated to Target Exclusive track status, meaning that standard and deluxe editions of the album are hilariously enough missing the title song.
After the release of “Treat Myself” the song, it was announced that Treat Myself the album would be delayed indefinitely, and the version of the album that we’d been building up to was effectively dead.

Features:

Though the official reasoning given for the push back was because Meghan was in such a good, happy place in her life that she couldn’t stop writing songs (and I’m sure this was true to some extent), all of the writing on the wall pointed to her label being unsatisfied with the reception to the project. Both of Meghan’s previous albums had been propped up by a big hit that generated interest in their releases but that didn’t seem to be happening for Treat Myself, leaving the project in a bit of a limbo. The album was quietly pulled from online retailers without any explanation, the January release date approached with no more news, and eventually even Meghan herself expressed frustration with the album’s confusing rollout.
Outside of her solo music though Meghan’s life was going fine. She was preparing for her wedding with her fiancé (more on that in a minute), she had a gig hosting Fox’s singing reality competition The Four (a somewhat messy show that gave us this bizarre moment), and her songs were still getting placements for commercial use. She was also making rounds in the industry doing a number of collaborations, presumably to get her name back out there and build buzz for more solo music, and just as a quick recap of this era I’ll list them out now:
And while this was fun and all, the Megatronz were still waiting for the album. We wouldn't get it for a while, but we would get a nice little treat to tide us over: The Love Train

The Love Train:

To understand the next step that Meghan would take we need to look to the past: Back in December of 2017 it was announced that after a year of dating Meghan Trainor had become engaged to her then-boyfriend Daryl Sabara, an actor mainly known for playing Juni Cortez in the popular Spy Kids films. Their fairytale romance became the inspiration for The Love Train, an EP released on Valentine's Day of 2019.
If you somehow haven't seen it, check out the now infamous "bizarre, super horny" press release that accompanied it.
While I won’t discuss The Love Train in depth here it’s important to the narrative because Meghan herself described the EP as a “teaser” for what Treat Myself would become. It’s the transitional project that forms the bridge between the “spunky, independent young woman” persona that she had on her first two albums and the more wholesome, family focused branding that she would project going forwards. Her husband and family were heavily involved in the creation of the album, doing some co-writing and backup vocals on all the tracks (which would become standard for Meghan's projects in the future) and even editing some of the music videos together.
The Love Train is a very strong EP, I actually consider it as Meghan's strongest body of work (albeit her shortest). A low-key visual album (every single song got a music video) it has one of Meghan's best songs and perfectly captures the lovestruck euphoria Meghan was swept up in while she was writing it.
However speaking of being swept up...

Wave:

Releasing a few months after The Love Train in the autumn of 2019, “Wave” felt like the true lead single of Treat Myself. After over a year of postponements and loose singles, “Wave” was the song that I heard that made me go “oh so the album is coming out now” because there was no going back after Meghan dropped one of the best songs of her entire career.
Moody and ethereal, built around sparse chords and glitchy strings, “Wave” almost feels like it comes from another planet from the rest of Meghan’s discography. True to its name there’s a rhythm to “Wave,” a push back and forth between Meghan and the choral background singers that creates an almost madrigal feeling to the song (which is intentional, as the song was inspired by visits to Kanye West’s Sunday Service Choir) that’s at once epic and strangely gentle.
Mike Sabath, the co-writeproducer, surfaces in the second verse and his frenetic performance would feel out of place on a lot of tracks but fits perfectly into the dreamy atmosphere of “Wave.” The music video, which features Meghan as flesh toned goddess emerging from a roiling sea of bodies, is one of the most unusual and visually striking things that she’s released as well.
It’s tempting to think of “Wave” as something put out by a bold new Meghan but the opposite is actually true: the song was written back in 2016 during the Thank You era (note the red hair) and she’s had it sitting in her back pocket since then, waiting for the perfect moment.
So why did she choose to finally drop it in 2019? Well, while “Wave” is clearly a triumph it’s also (in some ways) a white flag. In interviews Meghan described radio stations as being baffled by the song because it was (once again) so different from everything that was successful at the moment, and the failure of this song was another painful reminder that the whims of the industry are often more important in finding success than having good music. After over a year of rewrites and promotion, her and her team decided that it was time to just get the album out.
This would become the ethos of Treat Myself going forwards: Meghan was going to literally treat herself and just release the songs that she wanted to. A release date was set, a new album cover was unveiled (which I like better than the old one but still don’t love), and a slew of promo singles followed. Each of these songs seemed to show a different side of Meghan, showcased a different aspect of her personality and musical identity, and were absolute bops on top of that!
Then finally, in January of 2020, over a year after the album was initially supposed to be released. Treat Myself finally dropped. Yes I walked seven miles to Target to buy it the day it came out and I listened to the album on Spotify the whole way there.

Nice To Meet Ya/Babygirl/Workin' On It:

Shortly before the release of the album Meghan teased the tracklist on her Instagram with emojis that represented each song and so while we knew the album began with “Wave,” the title of the second track (“🤝”) was kept a secret until the release of the album: “Nice To Meet Ya (feat. Nicki Minaj)”
Dedicated Meghan fans weren’t particularly surprised by his revelation as Meghan had mentioned the song and the Nicki feature in several interviews, but expected or not the song was still a bop and a great way to get eyes on the album on its release. While it’s a running gag that Nicki Minaj features are a dime a dozen in the industry, the collaboration actually came about because Meghan and Nicki became signed to the same management team. For all of her questionable character Nicki is still a delight to listen to on a track and of course her verse steals the show, plus she actually deigned to show up in person for the colorful “executive realness” flavored music video for once.
Nicki has actually been a subtle influence on Meghan’s music career (those of you who haven’t listened to Meghan’s albums might be surprised to learn that she does a decent amount of rapping) so it’s cool to see them on a track together; Meghan literally treated herself with this one. It’s still Meghan’s song though and she doesn’t slack off, the rest of the track is pretty good too. The production is very sparse and electronic but that works for the vibe she’s going for, which is quiet confidence. The whispered post-chorus hook is a bit played out in 2020 but I’ll be damned if I don’t get my life when she sings that pre-chorus!
“Nice To Meet Ya” introduces us to the theme of self-empowerment, something forever associated with Meghan that we’ll be revisiting several times throughout this album. “Babygirl,” which follows shortly after, is one such track. Shifting focus from empowering herself to empowering others, “Babygirl” is her advising someone to push through their doubts and learn to love themselves. The song is… honestly not one of my favorites but it has its fans and I understand why because it definitely sounds interesting. The production has this cavernous feel to it, it’s very like “Wave” in how it leans into glitchy production and choral background vocals, and it’s certainly a track with an air of gravity.
It makes a good companion piece with the following track, “Workin’ On It,” which tackles the same thematic ground from a slightly different angle. Featuring/co-written by fellow singer-songwriters Sasha Sloan and Lennon Stella, the gentle guitar driven song sees the three of them opening up about their insecurities and how hard it actually is to be empowered.
Meghan is a successful, happily married woman working in her dream job, but that doesn’t mean that she doesn’t have internal doubts that she needs to overcome. Self-love is hard for a lot of people, and this moment of honesty is important to the conceptual continuity of the album because it provides some necessary context for her other songs, and to Meghan’s approach to music as a whole.

Evil Twin/Genetics/Another Opinion:

Let’s talk for a moment about camp. I’m not even gonna BEGIN to try to explain what it is because (as we learned during that infamous Met Gala) when you see it, you just know, and I know that Meghan is one of the best pop stars in the game at embodying camp in her music. She’s the perfect storm of camp: she has slightly ostentatious taste, a good sense of humor, and she’s a big sweetheart who’s 100% sincere in everything she does. This is important because camp needs sincerity to thrive. There has to be something real underneath all the cheesiness or else it’s just empty fluff, and Meghan always provides a ton of heart that works well to this end.
The most obvious example of camp on the album is “Evil Twin,” which sees Meghan blaming bad behavior during a night of partying on a Jekyll and Hyde-esque evil twin situation. The idea is wonderfully stupid but it’s not dumb just for dumb’s sake, the concept actually does make sense and she does use it to touch on some genuine insecurities (note that she describes being a little bit jealous of the evil twin for being evil, but freer); how she says it might be a little over the top, but what she’s trying to say is very clear and kind of makes sense. Because her intent shines through it’s fun rather than embarrassing.
Keeping this in mind, let’s examine “Genetics (feat. The Pussycat Dolls),” which I think is camp incarnate. Like, it says “(feat. The Pussycat Dolls)” but it’s literally just Nicole… that’s camp baby. (PS: The reason the song only has Nicole’s vocals is because it was recorded before the group’s reunion was finalized, not because they were trying to be shady) It’s an over-the-top song all about beautiful Meghan and Nicole are and how their bodies are snatched and it’s all 100% natural from their genetics, and they’ll literally spell it out for you.
It’s incredibly vapid and shallow but we also know it’s completely tongue in cheek because Meghan herself told us a few songs back that she’s not really like this. Even the production of the song underscores this: the hyper-polished club sound hearkens back to the trashy pop bops of the ‘10s, which were anything but serious. They take the “empowerment” message to the absolute extreme and in the process makes it nonthreatening, because when you can’t take something seriously then you’re not scared of indulging in it.
I’m not trying to posit that the song is actually Meghan’s way of coping with her deep seated insecurities or anything like that, more just that the song is meant to be, well… fun? Like many of Meghan’s more aggressively boastful tracks you’re meant to be singing along with her, bragging about your superior genetics like you’re one of the fictional members of The Pussycat Dolls singing Nicole’s backup, treating yourself to a moment where you’re the biggest badass in the world.
This is made more clear with “Another Opinion,” one of my favorite songs on the album. To bring up Nicki Minaj again this is her “Stupid Hoe” moment, an intentionally silly song where she fires back at the haters, and it has extra bite coming from an artist who people have had a LOT of opinions on throughout her career. With the singalong moments and built in hand-claps it’s clear that she intended for this to be a song the audience can participate in, inviting her fans to join in and cast off some haters of their own.

Blink/Funk/After You/Ashes/Lie To Me:

“Blink” touches on a similar topic from a more charitable perspective, offering an olive branch to her detractors rather than just the hand; it’s not just her bragging, it’s her extending an invitation to join in with her and who she is. Musically the song is one of my favorites on the album, it’s a tight bubblegum track that’s just galloping energy from start to finish. I’ve heard people describe the lyrics of this song as generic but I think there’s something nice about their simplicity and her confidence is infectious, I love that she owns what a cool experience she is. There’s so much power in just saying “don’t blink, you don’t want to miss even a SECOND of the person that I am!”
This sentiment is interesting when paired with the rest of the album because upon closer inspection there’s actually an undercurrent of this fear of being “missed” running throughout the album. Part of the reason that Meghan released The Love Train is because in her post-marital bliss she was pumping out love songs and didn’t want them to dominate the album, but in the end product the opposite is actually true and we end up with an album preoccupied with broken/dying relationships.
It’s interesting that the one song carried over from the EP (other than “All The Ways,” which got Target Exclusive status) was “After You,” a beautiful, dramatic piano ballad about anticipating the death of a lover. The song is updated to include a feature from up and comer AJ Mitchell (who sounds lovely) and it fits perfectly into the tracklist, more so than any of the cheerier tracks would have.
We should have anticipated this because the moody “Wave” was very clearly concerned with losing a relationship but surprisingly enough the next song on the album to touch on the topic is “Funk.” A super bright, upbeat party song that’s ostensibly a tribute to the bygone era of funk music, funk is more or less a not-so-subtle placeholder for a certain other four letter f-word that she uses while attempting to rekindle a dead flame.
It’s very much the kind of fun throwback song we expect from Meghan with some really great bass work (she is, after all, all about that bass) and a catchy melody. She sounds bold and like she’s having a ton of fun with this guy, even throwing in a campy spoken word section for good measure, and the result is one of the immediate “bops” on the album.
“Ashes” is more straightforwardly a breakup song. You can hear the sorrow and disappointment in her voice as she describes how this guy burned down their relationship, to the point where she has to be the one who ends it for both of them. It’s something of a fan favorite from the album, such a smooth pop song that’s very easy to listen to.
“Lie To Me” is sort of the lynchpin that brings together the album’s themes of relationships and empowerment by describing a situation where Meghan’s insecurities are directly related to the problems in her relationship. In the song she begs her partner to lie and pretend that they love her because even though she feels unworthy of them she can’t imagine life without them… this is like textbook fanfiction shit and I’m completely here for it. The production of the song is very colorful as well, there’s a lot of energy that you wouldn’t necessarily expect from a song of this nature but it works well.

Here To Stay/Have You Now:

Nestled snugly in the middle of the album though we have “Here To Stay,” a tender acoustic moment which functions as a necessary counterpoint to the rest of the album. Unlike most of the other songs on the album which are all more or less targeted at abstract individuals, “Here To Stay” is very transparently written about her husband and how happy she is in their relationship.
Although she’s never commented on it the song seems to be the conclusion of a sort of “trilogy” of acoustic songs on her past three releases that have documented their relationship. On Thank You she had a song called “Hopeless Romantic where she sung about holding out hope for love, and by pure serendipity the lyrics ended up describing how her and her husband would meet. “Marry Me” from The Love Train was a sweet little ukulele song about wanting to get married, which was written in a hotel room with Daryl after one of their first dates and would end up sung at their wedding.
“Here To Stay” is a portrait of her being happy in the relationship that she wanted, with a man who accepts her flaws and all. The insecurities about her relationship and herself are discussed, but she’s not afraid of them anymore because even if she doesn’t always have confidence in herself she knows that she can always have confidence in her husband. The song is very simple musically but that just puts focus on the message and the lyrics, and to that end “we can call a long time forever” is one of my favorite lyrics on the whole project. What a nice idea!
However if “Here To Stay” is cute, then “Have You Now” is gorgeous. The closer to the standard edition of the album, this was my favorite song of 2020 and it has become my favorite Meghan Trainor song in general. I think this song is absolutely perfect. A titanic pop song, it acts as the perfect finale for the album because it sees her both finally finding the love she longs for, and finally overcoming the turmoil of her past. The lyrics of the song are absolutely shameless in a strange sort of way, it takes guts to say that every love other than this one was worthless, that to be without this other person is to be weak, and then to just melt fully into pleas for forever… these are huge emotions, and fortunately the music is able to channel them as well.
Meghan Trainor is a master of making a song build. “Have You Now” starts off gentle and almost pastoral (there’s literally birds chirping in the background), but then that prechorus hits and the clapping starts and the drums begin drumming in a slow build of anticipation that crests in a brief moment of complete a cappella, after which she slams into a stuttering trap drop that lasts just as long as it needs to before giving way to the next verse so we can do it all again.
There’s a darker note of yearning in her voice at times that gives the song some stakes which comes to a head during the bridge, which features an eerie breakdown that adds a note of tension to the song at a critical point, but she persevere through and explodes into the final chorus with a full free voice that’s a joy to listen to. As the background singers begin chanting triumphantly she lets her phrasing become looser as she untethers from the melody slightly and just sings her heart out.

Deluxe Tracks:

The plaintive little “glad I have you now” that the song ends on is a fitting button to close the album on, but the deluxe edition contains a few extra tracks that function well as “end credits.” The three new tracks that the rerelease has are more overtly dance focused than the songs on the standard edition and feel much more in line with what people probably expected from the project after “Wave” dropped. I’ll rapid fire them because I don’t have much to say about them beyond that they sound good:
And then after acoustic flips on "Ashes" and "Workin' On It," the album is done!

Outro

The original lead single of the project “No Excuses” appears towards the end of the album and despite the album containing a solid diversity of sounds it still feels somewhat out of place in the track list. Treat Myself was reportedly rewritten four times before its release and the disconnect between the short, punchy ambitions of “No Excuses” and the comparatively more mature/ambitious vibe of the rest of the album is very noticeable.
In the years that this album was in development Meghan went from a girl to a woman, and you can hear the growth and maturity in the final project to the final project. For all of the problems that plagued the development of this album, Meghan did end up with a strong collection of songs that she should feel proud of and that her fans loved. Treat Myself is the perfect encapsulation of Meghan’s brand: an explosion of wholesome pop energy that’s a little bit messy, but with charm and catchiness in spades.
The fantastic Christmas album she dropped in the latter half of the year felt like a victory lap, another chance for her to flex the unique artistic voice that she's developed over the years; for all that she's so often decried as "generic" when you listen to her 2020 output, no other artist in the game right now would release some of the things that she did. She might not go down in history as one of the greats of pop music, but she's a treasure nonetheless and I hope we can all treat ourselves to more of her music for years to come. I'll definitely be revisiting this album at least!

Questions:

  • What are your favorite songs that Meghan has dropped since Thank You (on this album or otherwise)?
  • Treat Myself was apparently rewritten four times... do you think that the rewrites paid off, or that she should have stuck with the original version that she was building towards?
  • What do you think Meghan and her team could have done to make the album more successful?
  • Did this album change your opinions on Meghan at all?
submitted by Ghost-Quartet to popheads [link] [comments]

top online retailers uk 2020 video

Compare the leading online shopping websites in the UK. Find the top 50+ retailers for fashion, electronics, games, gifts, students and more! Top 10 e-commerce sites in the UK 2020 One of the world’s most dynamic countries for e-commerce, the United Kingdom is a rather large and very solvable market for online shopping. Dominated by American e-commerce companies, the UK still has some space for some strong, local companies, both established stores, and pure e-commerce players. Top 10 UK Retailers Retail Economics provides a list of the Top 10 UK retailers. Subscribers can also access data for the Top 10 UK Retailers including sales, sales area, number of stores and average store size. Annually, Internet Retailing publishes the UK Top 500 online and multichannel retailers in the United Kingdom, featuring the best-performing shops in the United Kingdom.. The list focuses on both retail brands and consumers brands selling directly to their audience. The list is based on a set of performance metrics, like revenue, store network, web traffic, merchandise and brand engagement. Internet Retailing published its latest UK Top500 list, which shows the top online retailers in the United Kingdom. Retailers such as AO, ARgos, Holland & Barrett, Topshop and Next are among the leading ecommerce players. Narrowly missing out of the top 10 were retailers houseoffraser.co.uk (11th) and marksandspencer.com (12th). eBay saw the largest loss, falling from 12th to 16th overall. The UK retail sector remains on unstable ground in 2020, having seen a rapid and sustained decline over the last decade. A number of retailers continue to outperform the market however, thanks to their ability to provide a differentiated customer experience, appealing products and services and in-demand marketing efforts. 2019 Hot 100 retailers averaged year-over-year domestic sales growth of 9.8 percent. Read more For a closer look at 2020's Top and Hot Retailer lists click here and listen to our Retail Gets Real podcast for insights on digital, omnichannel, technology and customer experiences in 2020. Top 10 Online Fashion Retailers of 2020. ... NEXT is a British fashion retailer with around 700 stores across 35 countries, most of which are in the UK, as well as online stores with websites that reach over 70 countries. Their recent annual revenue being 5.4 billion in US dollars, ... Share of top online retailers with overseas delivery from the UK 2011-2013, by region Tablet usage to improve customer shopping experience in the United Kingdom (UK) 2014

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