Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
tweet
Central bank decisions this week:
Tuesday: Nigeria (inflation touch 18.6%, 5Y high)
Thursday: ECB (Europe), South Africa, BOJ (Japan), Uzbekistan, Indonesia, French Guiana
Friday: Russia, Paraguay https://t.co/UGFhh7ihlQ
tweet
Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
tweet
New investment ideas from VIC 👇
Incl: $GBTG, $CNSL, $TEN arb and $XELB
$GBTG pitch:
– Business travel management company, #1 player globally.
- $AXP spin-off, parent retains 35% stake.
– Set to rebound with corporate travel, which is still well below pre-covid levels.
... 👇
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
tweet
Many parts of Central Plains & Texas are under heat advisories & warnings this weekend
Heat warnings also in effect for California, Arizona & New Mexico
Parts of Texas, Oklahoma & Kansas could see highest summer temps to date, w/ predicted highs of 102-110 degrees
$UNG $BOIL
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Russia’s defense minister instructed military units in Ukraine to “further intensify” combat activity at a time the arrival of advanced Western weapons is boosting Kyiv’s counterattack capabilities. Airstrikes continued in north, south and central areas, often on civilian targets
tweet
Russia’s defense minister instructed military units in Ukraine to “further intensify” combat activity at a time the arrival of advanced Western weapons is boosting Kyiv’s counterattack capabilities. Airstrikes continued in north, south and central areas, often on civilian targets
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
tweet
Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
tweet
Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
tweet
Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
tweet
Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
Photo
Frank Taber
Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
tweet
Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
tweet
Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
tweet
A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
tweet
Offshore
Photo
Ethan Mollick
Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
tweet
Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
tweet
Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
tweet