This episodes little bit. This episode is brought to you
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tritrata.com/brew. Trata is a transcript library
that has interviews of analyst and analyst.
So you know, the difference is sometimes you'll get on the
major transcript platforms and it'll be an analyst talking to
an expert and maybe that platform is trying to fill some
space and you get a lot of filler.
I have found the transcripts on Trata to be a higher level of
discussion. I was flipping through today a
constellation transcript that dropped.
It looks like it was recorded on the 23rd.
One analyst says. The largest concern for me and
why we're not long the stock today is inorganic growth.
When you look at growth and disaggregate it on an organic
side, they might take 2 to 3% a year in price, but the inorganic
growth engine has really been the bread and butter, yadda
yadda. So then you're reading and
Analyst 2 says Constellation's market share, transaction share
has grown since 2021. This is completely contrary to
the consensus view, which is that competition has ramped up
in the last 18 months. I think a number of copycats
launched in the last 12 months is probably lower than in the 12
months before that. I think the number of copycats
launched in the last 12 months is probably lower than the 12
months before that. End of the day I find that these
transcripts identify an issue and then you can hear 2 analysts
going back and forth on the issue.
So if that's the type of product that could be additive to your
process you should try Trata. And again Trata is try
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That is what they do. I have found the there's value
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Brew. I'm your host, Bill Brewster.
I recently gave a talk and coming out of it, somebody said
your podcast is a good platform. They find it a little boring.
They're they're a little bit tired of stock stuff.
I get it. Sometimes I get bored of it too.
But they said, you know, the kind of talk that you gave might
be helpful for people to understand or, or hear or maybe
there's a way to use the platform that you have to
benefit your listenership and encourage people to make some
positive changes or whatever. I don't know exactly the words,
but I can tell you what's going through my head as I record
this. So let me get some coffee.
It's it's in the morning, 6:00 AM and I'm thinking to you guys,
isn't that nice? It should be nice.
Could be a little weird. Boy, that is delicious.
Anyway, so I was given a talk and it's sort of my perception
of what's gone on with my family and what I want to do as a
father. That's the background.
Now, as I was giving this this kind of this presentation, I got
to thinking about there's a common thread of alcohol being a
pretty negative influence in my family and and it goes back
generation. So it's not I'm not specifically
talking about anyone member. I'm saying this is a thread.
And yet, you know, I drank, drank whatever.
And I found myself in the middle of the conversation reminded of
the song Cats in the Cradle, and also a motto that I was taught
to live by lead by example. And, you know, I kind of, I kind
of got done with that process and I was reflecting on some
things. And the other thing that had
been going on in my life until December was a lack of attention
to what I was putting in my body.
And what I mean by that is I was not thinking too much about
having an energy drink. I was not thinking too much
about grabbing a cookie. I was not thinking about the
interaction of some alcohol with an energy like following like a
night of sleep, which is not really sleep.
If any of you have monitored your sleep on alcohol, you know,
it's not sleep followed by, you know, an energy drink and then
the cookie and whatever and all this shit that it was doing to
my body. And for some context, I tend to
enjoy drinking quite a bit when I drink, but I was not like a
everyday drinker. So anyway, I got on a scale and
I said that's a number that's a little bit scary.
And I was at the point where one of my children was rubbing my
belly a little bit. And I thought, well, that's not
great, Bob. Actually, I thought Bill, but I
was thinking the Bob's and I kind of, I kind of said to
myself, well, it's OK because I was throwing around a lot of
weight in the gym. My flexibility is good.
My like I, I'm physically in decent enough shape.
Well, good enough. I don't need to disparage my
shape that I kind of like made some excuses and turned the
other way. And then one of my dear friends,
Drew said on December 30th, after Christmas and all that, he
said, why don't you do a 30 minute hard or a 30 day hardcore
diet with me through January? Let's eat as clean as you
possibly can. So what does clean mean?
Clean means avoiding almost all processed sugar.
I mostly did that. I, I cooked with like sauces
that had some sugar in them. So I'm not, I'm not perfect.
Anyone that's listening to this podcast that thinks I'm perfect,
I am sorry to finally disappoint you but I'm slightly less than
perfect. So anyway I digress.
So tons of chicken and veggies. Standard lunch for me would be
like a salad with I happen to like canned corn and peas and
stuff. Maybe grab a salmon filet,
sometimes I get real hardcore with it and eat some sardines
and cheese and crackers. Shout out to biggie Smalls.
But basically I've used the last 30 days or 31 days to view food
as fuel as opposed to something that gives me comfort.
And in conjunction with that, I have not had a drop of alcohol.
So it the interesting thing that I have noticed is I don't, I
want to be really careful with my words because I want to be
cognizant to people that suffer from things like alcoholism and
depression. So one, what was a nice
experience was that I did not crave alcohol at all.
Maybe day one I kind of like habitually thought, oh, maybe I
should have a drink, but that was not, I didn't have that.
Like Tom Holland has a great interview about his sobriety and
he talks about how he was waking up at at noon and waiting to see
if he could have a drink. I didn't have any of that.
So I was fortunate in that respect.
And frankly, I was kind of worried that I would have that,
which is part of the reason that I sort of haven't gone down this
path. I was, I was totally sober for
18 months when I was 29 to 30 1/2 and not 100%.
Well, I do know why that stopped.
It was work related, but probably shouldn't have or at
least shouldn't have been as embraced as it was.
Maz Cafe, por favor. So where's all this going?
What I realized is that I had stopped seeing the bright part
of life. I was able to see brightness and
I was able to see positivity. But when I looked at a
situation, my brain was defaulting negative a lot of the
time. And what I have realized through
this process is my brain is starting to default positive.
Well, it is defaulting positive and it started around day 7 or
so. And more than that, I have lost
15 lbs. I'm hitting the golf ball harder
than I ever have. My relationship with my wife is
far better because my confidence as a man has drastically
improved. Think I have kind of a sexy
jawline. And, you know, I just would say
that if if you're at a point in your life where I'll just say
where I was, I would look in the mirror and I'd be like, man,
you're like, so close, but you're slipping.
And one sort of benefit of living in Florida is I'm able to
see what happens to the people that age that don't take care of
themselves versus those that do. And when you're 65 and 70, it
really matters a lot. There are some guys out here
that are 65 that are still playing the best golf of their
life, able to go fishing, able to stand up on surfboards, able
to do anything that they want. And then there's other guys that
are falling apart, you know, and I kind of said to myself, I'm
either going one of two ways and I'm not ready to give up yet.
So I owe a lot to my buddy Drew for being the catalyst to make
sure that I would sort of kick start my life back into a
positive momentum cycle. And I think that it's, it's
going to be difficult if you're not well, it would have been
difficult for me if I was not true to myself, to think my way
to positivity and to think my way to being the father that I
really want to be and the husband that I really want to be
without being proud of the stuff that I was doing when no one was
looking. And the diet part is impossible
for me to decouple from the drinking part.
But the combination of the two is something that I was almost
afraid to approach because it felt so big.
And I'm shocked at how easy it actually was to do.
And I'm not shocked necessarily, but I am pleasantly surprised at
how easy it has been to continue.
I have no desire to reintroduce the foods that I was eating into
my diet and lexicon or whatever. And, and interestingly, I used
to say things like, oh, I can't walk past the cookies.
Like that just can't happen. I'll eat them, right.
Well, that's not true at all. What is true is when I wasn't
being cognizant of what I was putting in my body, the result
was cravings that reduced the discipline and willpower and my
ability to eat a cookie. And once I eat a cookie, like
I'm kind of a cookie monster, they're delicious.
So I, I guess I'm not, if you're listening to this and you're
like, oh, where is he going with this?
I'm not saying that you need to, you know, get super, super
hardcore with whatever, though I do think it's easier for the
especially for the 1st 30 days. I think it's easy if you get
really hardcore. And the other thing that the
other thing that I think is easy is I think it's easier if you
have an accountability buddy. So my offer to you, if you're
listening to this is for the next 28 days, it's the shortest
month that you got. I am happy to be your
accountability buddy. Now, if enough people take me up
on this, I'm probably going to have to start like a Discord
chat or something like that. But you know, my experience has
been with anything that I really want to do, I need to have
somebody there that that I feel accountable to outside of just
me. And then once, once the momentum
starts, I'm, I'm pretty good. And I suspect that you would be
too. So if you are at a period of
your life where you feel like you're leaving something on the
table, I'd encourage you to look at the diet 1st.
And if you need a support friend, you can e-mail Bill at
the business brew.com and we can figure out a check in schedule
or whatever. Drew and I in the beginning just
kind of e-mail or well, we texted, but we'd be like, hey
man, how you doing today and how'd you do last night?
And like, I wasn't perfect. I had some freaking doughnuts
once. They were delicious.
Oh my God, they were Korean doughnuts.
I can taste them right now. But like, it didn't matter,
right? It was a OK, cool, you did that
now you know, go just get back on the horse.
And I did and our allocation that we gave each other was you
could have 8 drinks in the month.
We don't care. You know, you want to use them
all in one night. Do it and you want to use 8IN
different circumstances. Fine, but it reduced some of the
pressure of like if you have a work of that, how you going to
handle it? Neither of us ended up using
any. I suspect you won't use any
either. And you know, it's like for me,
I don't, I didn't want my kids to see me as not an athlete or
not pushing myself to get better.
And my physical form was getting to the point where, you know,
I'd look at podcasts and I'd be like, man, you're really kind of
getting a belly on you. And this is going to start to
impact how hard you're hitting a golf ball.
And it's going to start to impact how your kids are going
to think about when they're getting older and they have
kids. What did their dad look like?
And that lead by example thing just came up over and over in my
head. And I was, I was kind of scared
to do something about it without a push.
And part of it was I was scared to fail.
And I was I was scared to say, oh, my God, what if?
What if I do crave booze? What does that mean?
Do I have to go into recovery? Do I have to lose all my
friends? Like, what if, what if I feel
like I can't? You know, everybody says it's so
hard to take off weight at this age.
What if I can't do it? What does that mean for me?
And you know, in in retrospect, I don't know, I, I wish I had a
better way to say it, but that's some bitch made shit like you
just got to do it and not doing it would have led to much.
I mean, just a path that I was on.
And if you know, it wasn't, I'm not, you know, I don't know, I
want to be fair to myself here, but the compounding of the
decisions would not have been kind in my later years and.
To the extent that I can help people get better, I am, you
know, clearly not a personal, I don't know what do they call
them self help guru or anything like that.
That's that's Tony Robbins territory.
But to the extent that I can help listeners better their
lives, I am I am very open to doing so.
And, you know, I'd encourage you to take the leap because I think
that it will impact parts of your life that you may not be
thinking of right now. And, and for me, it's funny, my
wife said something like that. I'm kind of the guy that she
started dating again. And she believes that I was sort
of depressed for a little while after my grandma passed.
And I think there's probably some real truth in that, that
that was a big loss. And I'm not sure that I let
myself necessarily grieve in the way that I could have.
And I probably let it go on a little bit too long.
But my grandma was kind of like my mom.
So that was that was a big punch.
Anyway, that's sort of here and there, I guess, but the momentum
for me has started. It's not going to stop.
I'm not going to sit here and be like I'm sober or never going to
drink again. I don't know what's going to
happen. What I can tell you is I don't
have a desire to today. And I, I want to continue the
path I'm on. And I hope that if you take me
up on the offer in 28 days when we're talking, you feel the
exact same way that I feel today and you pay it forward and that
we collectively make the community better.
Because once the bots take over anything, the community is all
we got. And we're all going to need to
be strong to fight them. Skynet's on the way.
I don't know if you all seen this mote book thing.
I'm sure you have if you're on the Twitter machine.
But the bots are discussing us and what what their humans are
teaching them. Hang on, more coffee.
So I don't know, get ready for the war.
Terminator is going to come. I kid sort of it may, it just
may, but at least metal will have a lot of advertising
between now and then. All right, I'm a close this one
out, but if you want to take me up on it, Bill at the business
brew.com, holler at your boy. OK, bye.