2. Do you happen to remember who DM'ed Larry Kubin directly? I saw an image here, saying he couldn't talk about the things coming. Any way, Kubin's LinkedIn profile is no longer available. Probably not a coincidence.
3. Hovis and AQuiss. Hovis wasn't wrong on the idea of making a better sports drink to compete against the Red (Powerade) and Blue (Gatorade). His execution was poor because pronounced "A Kiss" is a stupid name. But still gets points for the idea. From this market cap, good ideas are only thing needed for a 10-banger. If he matches execution with his idea then we'll see where the valuation can go.
Not too long after AQuiss died on the vine. A new drink emerged: Body Armor. NDTP's page talks of "a potent active ingredient that stimulates repair of damaged cell tissue called Cell Armor." Probably a coincidence but I bet he's aware of Body Armor, which Coke bought into in 2018 (starter position / 2nd largest shareholder). They don't publish the interest % but it's usually 15% to 20% and they insert the drink into their powerful distribution network to see how big it can get. Kobe (estate) owns ~10% (3rd largest shareholder before Coke; behind Mike Repole and Lance Collins) and his position was valued at $200M in 2018, imputing a ~$2B valuation. Body Armor is just a less crappy version (lower sugar %) of Gatorade. But it's overtaken PowerAde (Coke) for number 2, with about 10% of market and will surpass $1B in sales in 2020.
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