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Rolf Degen
People who enter into a new romantic relationship often experience that they are desired by others more than they were before. https://t.co/jVYa5J4d29 https://t.co/wsPq7P6l9J
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People who enter into a new romantic relationship often experience that they are desired by others more than they were before. https://t.co/jVYa5J4d29 https://t.co/wsPq7P6l9J
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Special Situations 🌐 Newsletter (Jay Singh III)
GAP's $GPS Syngal was meant to be a savior, given her turnaround of Old Navy. Her surprise departure shows how difficult situation is at GAP
She was appointed CEO in Mar 2020 from interim CEO Robert Fisher, who in turn, stepped in for ousted CEO Art Peck
https://t.co/sVtnMcoIsO
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GAP's $GPS Syngal was meant to be a savior, given her turnaround of Old Navy. Her surprise departure shows how difficult situation is at GAP
She was appointed CEO in Mar 2020 from interim CEO Robert Fisher, who in turn, stepped in for ousted CEO Art Peck
https://t.co/sVtnMcoIsO
$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about high-single-digit range.. - Special Situations 🌐 Newsletter (Jay Singh III)tweet
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$GPS Sonia Syngal to depart after a brief transition.
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about…
Executive Chairman Bob Martin to serve as interim CEO
Gap names Horacio “Haio” Barbeito president/CEO of Old Navy; he was most recently president/CEO of Walmart Canada
Gap sees 2Q net sales down about…
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
1/Chinese loan growth exploding...why aren't we seeing signs of growth in economy? Should we expect in 2H22?
*New CNY loans: RMB 2810bn in June v est RMB 2400bn.
*CNY loan growth: 11.2% yoy in June vs. May: 11% yoy
*Total social financing: RMB 5170bn in June, vs. est RMB 4200bn. https://t.co/LJVX1HrR7V
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1/Chinese loan growth exploding...why aren't we seeing signs of growth in economy? Should we expect in 2H22?
*New CNY loans: RMB 2810bn in June v est RMB 2400bn.
*CNY loan growth: 11.2% yoy in June vs. May: 11% yoy
*Total social financing: RMB 5170bn in June, vs. est RMB 4200bn. https://t.co/LJVX1HrR7V
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Special Situations 🌐 Newsletter (Jay Singh III)
"A global squeeze on energy supply that’s triggered crippling shortages and sent power and fuel prices surging may get worse", according to head of the International Energy Agency. Temporary relief is welcome, but the winter could be an absolute disaster for the EU. $USO $LNG
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"A global squeeze on energy supply that’s triggered crippling shortages and sent power and fuel prices surging may get worse", according to head of the International Energy Agency. Temporary relief is welcome, but the winter could be an absolute disaster for the EU. $USO $LNG
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Offshore
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Rolf Degen
The desire for rough sex is more deeply rooted in curiosity and a need for novelty than in aggression. https://t.co/D2W6N0LNSc https://t.co/erJh714jQP
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The desire for rough sex is more deeply rooted in curiosity and a need for novelty than in aggression. https://t.co/D2W6N0LNSc https://t.co/erJh714jQP
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MastersInvest.com
RT @morganhousel: "The first step in avoiding being taken for a ride is to recognize that you are a mark for people trying to get rich off your money."
https://t.co/JoAr1avrut
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RT @morganhousel: "The first step in avoiding being taken for a ride is to recognize that you are a mark for people trying to get rich off your money."
https://t.co/JoAr1avrut
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Ethan Mollick
I have tweeted before about the complex issues of creativity versus pastiche that DALL-E raises, as well as the questions about the role of human insight in creating true art... but I also really like having it make pictures of golden retrievers in the style of famous artists. https://t.co/jtTyIvFLI1
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I have tweeted before about the complex issues of creativity versus pastiche that DALL-E raises, as well as the questions about the role of human insight in creating true art... but I also really like having it make pictures of golden retrievers in the style of famous artists. https://t.co/jtTyIvFLI1
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Ethan Mollick
RT @emollick: Sobering reminder: It took over 17 years for venture capital to recover from the dot-com crash in 2000.
Only in 2018 did VC investment exceed the amount invested in 2000, and that doesn’t take inflation into account! https://t.co/rNqRvJJMAq
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RT @emollick: Sobering reminder: It took over 17 years for venture capital to recover from the dot-com crash in 2000.
Only in 2018 did VC investment exceed the amount invested in 2000, and that doesn’t take inflation into account! https://t.co/rNqRvJJMAq
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Twitter
Sobering reminder: It took over 17 years for venture capital to recover from the dot-com crash in 2000.
Only in 2018 did VC investment exceed the amount invested in 2000, and that doesn’t take inflation into account!
Only in 2018 did VC investment exceed the amount invested in 2000, and that doesn’t take inflation into account!
MastersInvest.com
'It doesn’t happen with apartment houses in Omaha or, you know, with McDonald’s franchises or farms or something. But it’s just astounding what can happen in the marketable securities department.' Warren Buffett
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'It doesn’t happen with apartment houses in Omaha or, you know, with McDonald’s franchises or farms or something. But it’s just astounding what can happen in the marketable securities department.' Warren Buffett
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MastersInvest.com
“We like the idea and we’ve encouraged the idea of shareholders behaving like owners. I mean, shareholders have too often behaved like sheep in this country and they got shorn, in many cases.” Warren Buffett
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“We like the idea and we’ve encouraged the idea of shareholders behaving like owners. I mean, shareholders have too often behaved like sheep in this country and they got shorn, in many cases.” Warren Buffett
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MastersInvest.com
“It is far easier to tell the great baseball batters after you’ve seen a couple seasons of their batting than it is to go to a college — in college baseball teams or high school baseball teams — and pick out the superstars.” Warren Buffett
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“It is far easier to tell the great baseball batters after you’ve seen a couple seasons of their batting than it is to go to a college — in college baseball teams or high school baseball teams — and pick out the superstars.” Warren Buffett
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MastersInvest.com
"If we could guess successfully a high percentage of the time where the stock market was going to go, we would do nothing but play the S&P futures market. There wouldn’t be any reason to look at businesses and stocks. So it’s just not our game." Warren Buffett
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"If we could guess successfully a high percentage of the time where the stock market was going to go, we would do nothing but play the S&P futures market. There wouldn’t be any reason to look at businesses and stocks. So it’s just not our game." Warren Buffett
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