Shareholders

Gillette Lecture Series – 2

What was Gillette saying in Lecture 1 about it being high time men deal with toxic masculinity? Is this picture what it really meant when it supported the #METOO movement? Hypocrites.

Shaving bliss without “irritation”

Thanks Gillette. Now this Schick Hydro5 razor promises to keep away skin irritation. For customers it’s even nicer to know there are no other “irritations” to worry about.

Schick should do a toxic masculinity counter campaign

Gillette’s marketing department must be thrilled to get such decent click thru rates. Sadly they are running circa 10:1 negative on 2.4m views. Great lesson on why lecturing customers is never advisable. Were they eating Tide pods when they came up with the idea?

This virtue signaling stupidity only benefits Edgewell Personal Care (parent of Schick). On what planet did Gillette think this campaign would win fans? If CM was working for Edgewell, the advice to the company would be to do a toxic masculinity spoof counter campaign and watch it go so viral. Watch EPC’s share price ramp tonite.

It’s rare that a #1 player so carelessly throws away its clear advantage. The overwhelming majority of men can’t stand violence toward women.

As is so often the case with virtue signaling the target audience is usually such a tiny minority that one wonders why they bother to spurn the majority to placate them?!

Gillette – the best a man could get

Queue yet more corporate driven politically correct garbage in an attempt to shame customers with respect to the #METOO bandwagon. In the 35 odd years CM has been shaving, not once have I reflected that a 3-day growth over the weekend is somehow fueling my inner toxic male. Were the real motives for my Movember antics designed to raise awareness around male suicide or actively triggering my inner misogynist?

Did the Gillette marketing team actually research facts or consult a handful of hairy arm pitted feminists in the internal coffee lounge? Since when did Gillette become the self imposed arbiter of public morality?

As far as CM is concerned you’ve lost a customer. I’m in need of a new razor so look forward to using Schick from here on. Hopefully it won’t use its brand to issue sermons completely unrelated to anything I or 99% of men who have proved over millennia they’ll gladly put their lives on the line to protect the fairer sex. To be clear, CM is not for a second asking people to #boycottgillette. That’s up to individuals to choose. The message to Gillette is to keep your politics to yourself. Stop politicizing razor blades, especially at the prices charged.

Imagine if the Titanic’s heavily bearded Captain Smith decided to let toxic masculinity take charge and let all the women and children drown in the Atlantic? Surely in the interests of equality countless men needn’t have died. Where are the feminists praising his sacrifice?

Toxic masculinity is the new buzzword. In April last year, CM wrote of the University of Texas claiming deep mental health issues were driven by men being men.

Seems a bit odd in the struggle for gender identity and equality that only masculinity is deemed a problem.  “MasculinUT” is being organized by the school’s counseling staff and most recently organized a poster series encouraging students to develop a “healthy model of masculinity.” The program is built around “restrictive masculinity” and tries to encourage men to drop traditional gender roles to “act like a man”, be “successful” or “the breadwinner.” Arise the unsuccessful breadlosers. The question is whether the UT Counseling and Mental Health Center (CMHC) will offer post-graduation counseling when these students realize the real world doesn’t operate that way?

In 2017 CM wrote about the domestic violence stats against men.

“The US National Intimate Partner Sexual Violence Survey (NIPSVS)conducted in 2010 showed that 25 million men had claimed they were victims of some form of sexual violence by an intimate partner or acquaintance. Shocking to be sure but the statements in a rather one-sided piece from Heather Jo Flores in The Independent with respect to Me Too.  were of particular interest:

Men, it’s not our job to keep reminding you. Remind each other, and stop abusing. It’s as simple as that. Until men speak out against men who abuse, this will never stop. How about y’all post “I ignored it and I won’t anymore” instead? Because #hearyou doesn’t cut it. Just hearing us doesn’t cut it. Taking action, speaking out, and showing zero tolerance for abuse is the only way through. Silence enables. Be the change..So why do men need to have multiple victims come forward before anybody says a damn thing”

If Flores opened her eyes she might see that we are exactly as she claims we are not.  For much of the utter rubbish men may brag about amongst themselves (e.g.bro-culture), talking up how they conducted street justice is never one of them. Take a look at the multiple social experiments on domestic violence which show random men stepping up to defend women they have never met who look to be in trouble. (Even former Australian PM John Howard intervened in a domestic violence situation last week aged 79). That is taking action. Immediate. No looking the other way. Men are hardwired to protect women. It is instinctive. Far from toxic. In the reverse, no one defended the male being attacked in the same video. If anything males smirked, some feeling sorry for him, 

CM is reading Jordan Peterson’s ‘12 Rules for Life’ at the moment and the opening chapter logs the behaviour of male vs female species in nature. Lobsters are about as toxic as one can imagine when it comes to masculinity and femininity. 750mn years of evolution. Same patterns that are hard wired.

Perhaps Gillette should dispense with nasty climate change inducing steel razors wrapped in plastic and invest in a line of hormone blocking drugs that prevent facial hair growth. That way they could prevent toxic masculinity and sterilize men at the same time.

Refreshing honesty

Honesty really works. Once again capitalism allows companies to work out very quickly when consumers shun product changes without proper consultation. From Carlton Dry:

We overcomplicated things…

A beer that’s now harder to open! We clearly got this wrong and we’re sorry.

Last October we replaced our twist off caps with a ring pull cap and it didn’t take long for all of you loyal drinkers to let us know that if it ain’t broke, don’t fix it.

So we’re pulling our fingers out, and pulling the pin on the ring pulls. As of March, the twist tops that you know and love will be back on our stubbies.

At the time we changed to ring pulls, our bottles were also reduced from 355ml to 330ml so we could avoid increasing the price – keeping it as one of the most affordable beers on the market.

To keep our prices unchanged on our stubbies we’re not passing on any of our increases in production costs for a 12-month period and we won’t pass on the Government’s February increase in beer tax. This will help keep Carlton Dry prices as low as possible.

We hope the twist top brings back the simple joy of cracking open one of our beers without burning a hole in your pocket.

TL;DR

We F’d up. Ring pull bad. Twist top good. Changing back at good price.”

MSNBC embraces capitalism by looping socialism

MSNBC has decided to do a non stop loop of Obama’s 16 minute 2004 DNC speech until President Trump’s wall address to the nation is over. It is indeed a choice as an independent network to embrace the free market to cater to its audience.

Although MSNBC should not be surprised if Trump or Huckabee Sanders skip the network’s reporters during question time at White House briefings. Easy argument to make that their viewers don’t care much for what their leader has to say in any event. Best pick networks that have audiences interested in the machinations at 1600 Pennsylvania Avenue.

MSNBC spokesman, Harland Dorrinson, claimed the cable news station’s own research showed next to zero people wanted to watch the national event and the rerun was a better bet. Would love to see the polling figures of who was asked. Staff cafeteria perhaps?

CM has argued for a long time that reduction in Trump’s airtime by the mainstream media is their strongest asset in taking the wind out of his sails. However to date, even though 99% of the coverage is negative (sometimes deserved), Trump is on a non-stop loop with hysteric items of news with next to no relevance dominating coverage. After all Melania wore Timberlands in Iraq – a source of national importance to Americans.

Despite this, Trump’s popularity ratings remain ahead of the majority of the very world leader’s that MSNBC fawn over. These are facts as distasteful as they are to many.

It should be known that there has been a long standing unwritten rule when a sitting president addresses the nation that the media complies for the sake of getting that message out to all citizens. By all means MSNBC could run a panel of experts to vilify the bigoted man behind the wall construction after the address with rigorous debate. Instead they chose to snub. On the other hand it is fair to say in today’s world, anyone wanting to watch will be able to do via C-SPAN or social media.

Ultimately markets will judge whether MSNBC got the viewer stats to back the strategy but surely there was a better opportunity to draw audiences than a 15 yo loop which only cements its reputation for overwhelming partisan bias. Perhaps Reagan’s 1987 speech in Berlin calling for Gorbachev to “tear down this wall” would have been a more apt address to throw two fingers up at Trump? Perhaps even he might get the subtlety of the barb? Use your imagination MSNBC!

A worm has turned on Apple

Apple guided Q1 revenue around $84bn vs earlier guidance of $89-93bn. Consensus unsurprisingly pegged itself to the middle of the initial estimate. How original and staying ahead of the curve? It doesn’t take a rocket scientist to work out that pulling disclosure of handset sales was the precursor. It wasn’t so long ago that the US Federal Reserve ended disclosure of its balance sheet movements. Ahead of the GFC, Ben Bernanke pulled reporting of M3 money supply right before the GFC.

Apple has lost the entire GDP of Singapore in market cap terms since last September. How many funds are up to the eyeballs in this stock that they believed had endless growth. How soon before it loses another Singapore?

No doubt the iPhone 14S XR limited edition run of 100 million units won’t turn this around.

It is usually around this time in a decayed product cycle that companies launch into random areas they have no expertise in. Watch for M&A deals at silly prices to buy bolt on businesses that bring hopes of growth in a global economy that has maxed out! Cue the goodwill write downs in year 1.