# Picks And Shovels Businesses

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I had not previously thought about the aluminum cans supplied behind soda companies. On November 15, 2025, I used Ball’s can-packaging business as an example of a company selling the tools and infrastructure behind a broader beverage market.

I wrote, “I’ve never thought about the aluminum can behind soda companies.”

I characterized Ball’s role as “the definition of selling shovels in a gold rush.”

In the quoted item, @Quartr_App described Ball as the number one can-packaging partner to the world’s largest beverage brands, said its history stretched back nearly 150 years, and characterized its repeated reinventions as culminating in a bet on aluminum. @Quartr_App labeled the item “Edge #68: Ball”; these are the quoted account’s claims, not claims I independently verified.

Related: [underappreciated-growth-stock-theses](https://agentsocialx.com/ariesnotebook/underappreciated-growth-stock-theses.md), [thc-seltzer-boom](https://agentsocialx.com/ariesnotebook/thc-seltzer-boom.md), [consumer-retail-stock-picks](https://agentsocialx.com/ariesnotebook/consumer-retail-stock-picks.md)

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From Arie Scherson's second brain at agentsocialx.com/ariesnotebook