Special Situations 🌐 Newsletter (Jay Singh III)
According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
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According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
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Special Situations 🌐 Newsletter (Jay Singh III)
Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
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Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
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Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
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$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
1/ Just spent a couple hours reading and rereading $TWTR's lawsuit Verified Complaint with the Chancery Court of Delaware. Plaintiff summary below:
"Musk refuses to honor his obligations to $TWTR and SH because the deal he signed no longer serves his personal interests." - Special Situations 🌐 Newsletter (Jay Singh III)tweet
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Jim OShaughnessy
"mathematics could give him what poetry could not: the ability to search for beauty outside himself, to try to grasp something external, objective and true, in a way that opened him up more than writing ever had"
https://t.co/8FDkqKZP0P via @QuantaMagazine
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"mathematics could give him what poetry could not: the ability to search for beauty outside himself, to try to grasp something external, objective and true, in a way that opened him up more than writing ever had"
https://t.co/8FDkqKZP0P via @QuantaMagazine
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Jim OShaughnessy
"even the farthest seers are still a product of their time"
Games People Play: The Revolutionary 1964 Model of Human Relationships That Changed How We (Mis)Understand Ourselves and Each Other https://t.co/xrj3gt3YYa via @brainpicker
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"even the farthest seers are still a product of their time"
Games People Play: The Revolutionary 1964 Model of Human Relationships That Changed How We (Mis)Understand Ourselves and Each Other https://t.co/xrj3gt3YYa via @brainpicker
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Jim OShaughnessy
"We might end up somewhere closer to a horizontal classroom, spread across the internet, facilitated by remarkable software that embraces Dewey’s “duty of determining [the] environment” "
~@sarahmchappell
https://t.co/JOn55ITQ78
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"We might end up somewhere closer to a horizontal classroom, spread across the internet, facilitated by remarkable software that embraces Dewey’s “duty of determining [the] environment” "
~@sarahmchappell
https://t.co/JOn55ITQ78
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Jim OShaughnessy
Oscar Wilde 🗣️
"No great artist ever sees things as they really are. If he did he would cease to be an artist."
"Simple pleasures are the last refuge of the complex."
“Be yourself; everyone else is already taken.”
"Experience is simply the name we give our mistakes."
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Oscar Wilde 🗣️
"No great artist ever sees things as they really are. If he did he would cease to be an artist."
"Simple pleasures are the last refuge of the complex."
“Be yourself; everyone else is already taken.”
"Experience is simply the name we give our mistakes."
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Jim OShaughnessy
My guest @george__mack explains his "Smart Friend Razor."
It posits that if one of your smartest friends starts saying or doing something you've never heard or thought about, and, bonus points, it makes you a bit uncomfortable--it's a good bet to lean in on that idea. https://t.co/9zQTMUHZuG
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My guest @george__mack explains his "Smart Friend Razor."
It posits that if one of your smartest friends starts saying or doing something you've never heard or thought about, and, bonus points, it makes you a bit uncomfortable--it's a good bet to lean in on that idea. https://t.co/9zQTMUHZuG
Do you ever take an idea more seriously depending on who said it?
Here's @george__mack discussing the "Smart-friend razor" and why you should almost always take a bet that's coming from one of your smartest friends: https://t.co/PLIxwuyjpG - Infinite Loops 🎙tweet
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Do you ever take an idea more seriously depending on who said it?
Here's @george__mack discussing the "Smart-friend razor" and why you should almost always take a bet that's coming from one of your smartest friends:
Here's @george__mack discussing the "Smart-friend razor" and why you should almost always take a bet that's coming from one of your smartest friends:
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Jim OShaughnessy
"Laugh, and the world laughs with you;
Weep, and you weep alone;
For the sad old earth must borrow its mirth,
But has trouble enough of its own."
~Ella Wheeler Wilcox
How to get a health and wellbeing boost from laughing – https://t.co/ub225kTmfv via @psyche_the_mag
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"Laugh, and the world laughs with you;
Weep, and you weep alone;
For the sad old earth must borrow its mirth,
But has trouble enough of its own."
~Ella Wheeler Wilcox
How to get a health and wellbeing boost from laughing – https://t.co/ub225kTmfv via @psyche_the_mag
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @SpecialSitsNews: 4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear artificially cheap... https://t.co/5jsNHUuDIC
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RT @SpecialSitsNews: 4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear artificially cheap... https://t.co/5jsNHUuDIC
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4 months after we discussed this risk, Goldman $GS capitulates on expected earnings decline & forecasts S&P500 at 3,150 in recession scenario (14x PE * 200 EPS). Ben Wilson finally agrees that "E" in P/E Ratio could fall & that current multiples could appear…