MastersInvest.com
'After a turbocharged boom, are chipmakers in for a supersized bust? Surging supply and softening demand are bringing the pandemic’s superstar industry back to Earth' @TheEconomist

https://t.co/YLL7mFOmDb
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Special Situations 🌐 Newsletter (Jay Singh III)
SPAC Catalyst update coming this evening with a new ex-redemption bearish idea for this evening.
https://t.co/R8KkH5loKD
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @vixmon1: Staying in cash can be a great way to express bearish view, over long vol. @SpecialSitsNews
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MastersInvest.com
'... this week is the fifth in a row with less than a quarter of respondents reporting as bullish... such a streak has been unprecedented with the last example of such an extended streak of depressed sentiment being May of 1993.'

https://t.co/Nfk1RmC2tB
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
https://t.co/NeIAuVJ4Nw
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Dr. Copper is showing that economy slowing down https://t.co/dXtQRSBbCB
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MastersInvest.com
RT @BrianFeroldi: Everyone wants Buffett’s wealth.

No one wants to wait 70 years to get it.
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Offshore
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Ethan Mollick
How do you stop an organization from losing its capability to adapt and change? This model-based paper suggests that organizations need to exercise change capability much like bodybuilders build muscles. Spaced-out, intense challenges of varying length build organizational muscle https://t.co/lH9uN3vBRG
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Kevin G.
RT @BucknSF: There has been a lot of discussion about SaaS margins and margin potential over the last couple of months. I’m going to weigh in with a case, highlighting my POV that for the right business margin expansion can happen very quickly.
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Ethan Mollick
Since Tylenol is trending… https://t.co/7ONa2gORZX
Links between physical and emotional states:
💊Tylenol dulls all pain, including emotional pain & the pain of social rejection. It also dulls reactions to pleasurable things.
🤢Anti-nausea treatment lowers disgust at various purity-based violations & also reduces moral judgement https://t.co/UGxr3Yipw2
- Ethan Mollick
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Clark Square Capital
RT @scale_shared: Fintwit community - what are some unique ways (i.e., excluding interviewing former or current employees or looking at Glassdoor reviews) to analyze a company’s culture?
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