MastersInvest.com
“People want to work for a cause, not just a living. When there is alignment between the cause of the firm and the cause of its people, move over – because there will be extraordinary performance.” C.W. Pollard, ServiceMaster
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“People want to work for a cause, not just a living. When there is alignment between the cause of the firm and the cause of its people, move over – because there will be extraordinary performance.” C.W. Pollard, ServiceMaster
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Special Situations 🌐 Newsletter (Jay Singh III)
ServiceNow $NOW down $62/sh, 14% on profit warning. Took down $MSFT & many quality SaaS names. This earnings season going to be very exciting! We have been discussing strong dollar as a headwind to earnings as one of our 4 horsemen of the 2Q22 earnings apocalypse. More to come!
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ServiceNow $NOW down $62/sh, 14% on profit warning. Took down $MSFT & many quality SaaS names. This earnings season going to be very exciting! We have been discussing strong dollar as a headwind to earnings as one of our 4 horsemen of the 2Q22 earnings apocalypse. More to come!
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Special Situations 🌐 Newsletter (Jay Singh III)
Thanks my man!
https://t.co/ebe9i4mOXP
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Thanks my man!
https://t.co/ebe9i4mOXP
If you don’t follow these ppl you are doing yourself a disservice… @MomAngtrades @jfahmy @SpecialSitsNews… they just put on one of the best spaces!!! Ty so much for all the knowledge and insight…. Happy CPI Day Tomorrow!! 😂😂 https://t.co/uLiwZYavlN - Bobblehead (S)tweet
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If you don’t follow these ppl you are doing yourself a disservice… @MomAngtrades @jfahmy @SpecialSitsNews… they just put on one of the best spaces!!! Ty so much for all the knowledge and insight…. Happy CPI Day Tomorrow!! 😂😂
Offshore
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Ethan Mollick
Fellow academics, I bring you a great gift to justify awesome travel in the form of a research paper.
By analyzing millions of citations, it shows that the more touristy 🏝 the conference location, the more long-term citations presented papers generate. https://t.co/6V3WKpq2P6 https://t.co/Y00S40zIjk
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Fellow academics, I bring you a great gift to justify awesome travel in the form of a research paper.
By analyzing millions of citations, it shows that the more touristy 🏝 the conference location, the more long-term citations presented papers generate. https://t.co/6V3WKpq2P6 https://t.co/Y00S40zIjk
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Even $MSFT cutting employees (to a smaller extent)...how quickly we go from a tight tech labor market to one where every company is firing!
https://t.co/JF3n9qSFor
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Even $MSFT cutting employees (to a smaller extent)...how quickly we go from a tight tech labor market to one where every company is firing!
https://t.co/JF3n9qSFor
Microsoft is cutting a small percentage of its workforce, while rapid-delivery startup Gopuff says it is cutting 10% of its workforce, the latest in a string of layoffs by high-profile tech companies https://t.co/xq1JqE5GQN - The Wall Street Journaltweet
Special Situations 🌐 Newsletter (Jay Singh III)
Companies like Chicago's $MORN Morningstar restructuring and relocating out of China because of restrictions:
Breaking: "Morningstar Inc. is slashing its workforce in Shenzhen, as it seeks to relocate headcount to other countries amid a restructuring in China."
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Companies like Chicago's $MORN Morningstar restructuring and relocating out of China because of restrictions:
Breaking: "Morningstar Inc. is slashing its workforce in Shenzhen, as it seeks to relocate headcount to other countries amid a restructuring in China."
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MastersInvest.com
“As I talk about strengths and weaknesses in academic economics, one interesting fact you are entitled to know is that I never took a course in economics.” Charlie Munger
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“As I talk about strengths and weaknesses in academic economics, one interesting fact you are entitled to know is that I never took a course in economics.” Charlie Munger
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Funniest thing about $NOW: less than one month ago, a well known bank held a fireside chat with CFO Gina Mastantuono, and she reiterated confidence in the 2Q22 guidance. She was very bullish ServiceNow Impact...
Imagine how many other bullish executives may change their minds? https://t.co/ksg5Fmgo8E
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Funniest thing about $NOW: less than one month ago, a well known bank held a fireside chat with CFO Gina Mastantuono, and she reiterated confidence in the 2Q22 guidance. She was very bullish ServiceNow Impact...
Imagine how many other bullish executives may change their minds? https://t.co/ksg5Fmgo8E
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MastersInvest.com
"If we were in an oil stock, it’s because we think it offers a lot of value at this price, but it does not mean that we think the price of oil is going up. If we thought oil was going up, we could buy oil futures, which we actually did once...." Warren Buffett 2007
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"If we were in an oil stock, it’s because we think it offers a lot of value at this price, but it does not mean that we think the price of oil is going up. If we thought oil was going up, we could buy oil futures, which we actually did once...." Warren Buffett 2007
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MastersInvest.com
“If you want to get smart, the question you’ve got to keep asking is: Why? Why? Why? Why?” Charlie Munger
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“If you want to get smart, the question you’ve got to keep asking is: Why? Why? Why? Why?” Charlie Munger
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MastersInvest.com
"The worst thing that could happen with this company today is if we start playing a quarterly game." https://t.co/BEYFUBIgKg
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"The worst thing that could happen with this company today is if we start playing a quarterly game." https://t.co/BEYFUBIgKg
$RH long term investments and margins vs. home furnishing peers https://t.co/XXEEzCfS4w - Sleepwell 🛌tweet
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$RH long term investments and margins vs. home furnishing peers
MastersInvest.com
RT @RampCapitalLLC: You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are https://t.co/acbLLSmTLF
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RT @RampCapitalLLC: You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are https://t.co/acbLLSmTLF
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Twitter
You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are
Special Situations 🌐 Newsletter (Jay Singh III)
BofA's $SPY earnings expectations for 2Q have "come down more than avg cut of 4% in last 3 months, but excluding Energy cut has been deeper at 5%."
Why? Falling guidance ratio, ailing corp sentiment, slowing signs in consumption & industrial activity, negative economic surprises
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BofA's $SPY earnings expectations for 2Q have "come down more than avg cut of 4% in last 3 months, but excluding Energy cut has been deeper at 5%."
Why? Falling guidance ratio, ailing corp sentiment, slowing signs in consumption & industrial activity, negative economic surprises
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