Guys here is my new thesis: The toilet roll standard! 😊 I Bought $250,000 Worth of Toilet Rolls. No, that’s not a typo. That’s 5 million rolls. 55,000 pounds of soft, plush paper stacked in boxes from a local warehouse — an asset nobody can flush away easily. Most people would call it insane. But let me explain the thesis. Each standard toilet roll weighs about 0.011 pounds (5 grams) and costs around $0.05 at bulk rates. That means every $1 million in face value equals roughly 100,000 pounds of paper. At current commodity prices, the raw material value of a toilet roll (wood pulp, processing, etc.) sits around $0.04–$0.045, depending on market fluctuations — or roughly 80–90% of retail cost. That means manufacturers barely break even on each roll produced. They’ve tried to cut quality or size for years, but consumer pushback keeps standards intact for now. So what happens when they finally shrink the rolls or skimp on quality? The old “full-size” rolls become the last batch of high-quality, pre-debased toilet paper. When that happens, they’ll vanish from shelves overnight — just like premium goods did during past supply crunches. Those who hoarded them saw massive returns in utility and resale value during shortages. My $250,000 position, therefore, isn’t a “trade”. It’s an asymmetrical bet that manufacturers will eventually cut corners further, that paper pulp scarcity and inflation will erode the dollar, and that a stash of toilet rolls will one day be worth more in a crisis than their sticker price. Worst case? I still have $250,000 worth of usable toilet rolls, good for years of practical value. Best case? Demand spikes during a shortage, or they become a quirky collectible — making the existing supply finite and far more valuable to preppers and contrarians alike. It’s not crypto, it’s not stocks, it’s not gold, it’s not even nickels. It’s 5 million tiny claims on a daily necessity the market accidentally undervalues. That’s deep value. That’s the Toilet Roll Standard.