10-K Diver
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 17) at 1pm ET.
We’ll go over some of the common ways companies die — and what steps we can take to protect our portfolios from such dangers.
Link: https://t.co/EQn0cfqpS7
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Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 17) at 1pm ET.
We’ll go over some of the common ways companies die — and what steps we can take to protect our portfolios from such dangers.
Link: https://t.co/EQn0cfqpS7
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Callin
How Companies Die
Charlie Munger likes to say: All I want to know is where I'm going to die, so I'll never go there.
In that spirit, we want to know how companies typically die, so we never take our portfolios there.
In this episode, we’ll look at some of the common ways…
In that spirit, we want to know how companies typically die, so we never take our portfolios there.
In this episode, we’ll look at some of the common ways…
Special Situations 🌐 Newsletter (Jay Singh III)
Unclear if Biden achieved anything. Saudi Arabia's MBS announced he will increase production capacity to 13 mbpd by 2027, which was already plan. Currently KSA only has 12 mbpd of capacity (producing ~11 mbpd currently). Not much of a win, but I am sure it will be in news Monday
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Unclear if Biden achieved anything. Saudi Arabia's MBS announced he will increase production capacity to 13 mbpd by 2027, which was already plan. Currently KSA only has 12 mbpd of capacity (producing ~11 mbpd currently). Not much of a win, but I am sure it will be in news Monday
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Special Situations 🌐 Newsletter (Jay Singh III)
Italy’s political parties are readying for possible snap elections, even as some of them redouble efforts to convince Prime Minister Draghi to rethink determination to resign. Draghi blamed breach of trust w/ his broad but fractious coalition which convulsed Italian mkts Thursday
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Italy’s political parties are readying for possible snap elections, even as some of them redouble efforts to convince Prime Minister Draghi to rethink determination to resign. Draghi blamed breach of trust w/ his broad but fractious coalition which convulsed Italian mkts Thursday
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Offshore
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Steven Kiel
RT @konstructivizm: Hubble Captures Vivid Auroras in Jupiter’s Atmosphere https://t.co/fHjZKxbtb0
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RT @konstructivizm: Hubble Captures Vivid Auroras in Jupiter’s Atmosphere https://t.co/fHjZKxbtb0
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Offshore
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Ethan Mollick
Very useful for anyone who is scared of 💉: you can reduce the pain of an injection by 40% by adopting a Duchenne smile (smiling with your eyes and your mouth). Both subjective feelings & skin conductance tests measured significant large decreases in pain. https://t.co/8iACVQSlKL https://t.co/YfYQkGBCfV
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Very useful for anyone who is scared of 💉: you can reduce the pain of an injection by 40% by adopting a Duchenne smile (smiling with your eyes and your mouth). Both subjective feelings & skin conductance tests measured significant large decreases in pain. https://t.co/8iACVQSlKL https://t.co/YfYQkGBCfV
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Special Situations 🌐 Newsletter (Jay Singh III)
Mark Zandi (Moody's), who has been economist for >30 yrs, says he’s never seen so many people convinced that recession is imminent.
And while he believes US economy can still avoid downturn, sentiment is so poor that it poses its a sort of self-fulfilling recession prophecy.
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Mark Zandi (Moody's), who has been economist for >30 yrs, says he’s never seen so many people convinced that recession is imminent.
And while he believes US economy can still avoid downturn, sentiment is so poor that it poses its a sort of self-fulfilling recession prophecy.
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE
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U.S. housing prices finally starting to roll over according to Redfin $rdfn, but the Fed will likely continue to hike into a slowdown, given OER lag in CPI. Have been discussing this for months now. Not good setup for real estate! Tx @Crussian17 $xhb $phm $hov $tol $dhi $len $bzh https://t.co/sXXZbpPrcE
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Special Situations 🌐 Newsletter (Jay Singh III)
Our social media manager just started an Instagram page, where we will be posting educational and informative reels and videos. Please follow us as we create more content for you!
https://t.co/SmoloU9UB9
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Our social media manager just started an Instagram page, where we will be posting educational and informative reels and videos. Please follow us as we create more content for you!
https://t.co/SmoloU9UB9
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