Special Situations 🌐 Research Newsletter (Jay)
*INDIAN RUPEE DECLINES TO RECORD 80/USD AMID EMERGING MARKET STOCK OUTFLOWS $IFN $EPI $INDA $HDB $INFY $WIT $TTM https://t.co/m1NJWpjA0c
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Ensemble Capital
RT @multi_finance: @charliebilello @ycharts So many differences between 08’ and today.

But Mostly we don’t have enough housing https://t.co/2LJXGbQi3K
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Special Situations 🌐 Research Newsletter (Jay)
Dallas Federal Reserve Energy Survey; no words minced $xle $xop $oxy $uso $uco

https://t.co/bdBXO05h4r
Not sure if anyone read the last Dallas Federal Reserve Energy Survey ...but here is the special comments section...if you want to know how O&G is feeling...here you go https://t.co/dFYbT0eWj8 - Tracy (𝒞𝒽𝒾 )
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Ethan Mollick
The "kilogirl" was a first measure of computing speed, equal to the amount of math 1000 women can do per hour. Why?

During World War II, "computers" were women (& other discriminated-against groups) who calculated math tables. Today’s fastest 💻 runs at 7 quintillion kilogirls. https://t.co/HG7f1XRbAf
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FXHedge
EU TO CALL ON MEMBER STATES TO ‘IMMEDIATELY’ CUT GAS USAGE: FT
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Jitendra Chawla, CFA
These two dialogues from the movie "Tron : Legacy" carry the two most important lessons in investing.

Jeff Bridges channeling both Buffett and Munger https://t.co/cf3gwLI6Ne
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Paras Chopra
Achieve Your Goals: The Simple Trick That Doubles Your Odds of Success https://t.co/k4eQFovqt2

Learned today about this idea of "implementation intention"
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Rolf Degen
Children can envisage things that may happen in the future before it occurs to them that things that did happen in the past could have happened differently. https://t.co/0qMnWuFqfZ https://t.co/MOdORkP8xu
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $SHOP, $HBI and $HLF

$SHOP pitch:
– Write-up provides an overview of the recent developments that caused shares to drop from $166 to $39.
– Moves by $AMZN are encroaching on the company’s business.
... 👇
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Rolf Degen
People infer others' political leanings from their faces alone - and are willing to discriminate against those with dissenting faces. https://t.co/iyD8Xqol2w https://t.co/btC6wLDCPC
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Jitendra Chawla, CFA
Value investing mentioned in Bhagvat Gita...😀 https://t.co/EY3F434aKA
What is like poison in the beginning and nectar in the end, that happiness is declared sāttvika, a blessing born from clarity of one’s intellect.

भागवत गीता 18.37 - Sahil Kapoor
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Jim OShaughnessy
Two thoughts from John McWhorter

“A person you excuse from any genuine challenge is a person you do not truly respect.”

“[A] mere one percent of the words in English today are not borrowed from other languages.”
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Paras Chopra
Your company’s org chart is more important than you think.

a 🧵 https://t.co/f5DU8HWbVO
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