Mostly Borrowed Ideas
Tomorrow: Danaher $DHR

Earlier deep dives: UBER, ETSY, LULU, ANGI, ANSS, ADSK, CPRT, SHOP, OTIS, CRWD, ROKU, BA, SQ, TRUP, RH, SPOT, PINS, TWLO, CSU, ETH, ADYEY, and PYPL

Subscribe here: https://t.co/DK8JPKS0Ua https://t.co/ZbaAnaIZ9c
tweet

Jim OShaughnessy
We're getting lots of good "white mirror" Stories, you've still got time to create one.

Contest ends Friday, send us your good vibes! https://t.co/sqphLDgQ2r https://t.co/DntYq7eQHH
https://t.co/cr3XFo4dFR - Infinite Loops 🎙
tweet

Morning Brew ☕️
What financial opinion would make you respond like this? https://t.co/d9DxBg2Wje
tweet

Rolf Degen
Curvy female bodies, with low waist-to-hip ratios, pop out in men's and women's visual search. https://t.co/O2j2Ihuf5P https://t.co/b4NqQI0I3g
tweet

FXHedge
ATLANTA FED GDP NOW -1.6% VS -1.5% PRIOR
tweet

Morning Brew ☕️
when you're still waiting for the coffee to kick in https://t.co/NyfUwjSWyh
tweet

Sidecar Partners
Found this thought in a 10+ year old investment journal:

“All the information in the world won’t lead to better results and will probably hurt them. Herding creates opportunity / antidote is independent thought and rational behavior.”

Even more true today.
tweet

Morning Brew ☕️
.@jimweberseattle loves a challenge. When he became CEO of @brooksrunning in 2001, the company was $40M in debt. Today, the company earns over $1B in revenue.

Join @businessbarista as he takes his latest guest through the lightning round on this week’s episode of @ImpostersMB. https://t.co/JJtFGmgJ2k
tweet

Special Situations 🌐 Research Newsletter (Jay)
PIMCO bought 1 billion euros of debt backing Apollo payments company at a steep discount.

Latest move by fund managers to pick up stagnant debt stuck on bank balance sheets. Pimco picked up the leveraged loans from $BAC and Barclays in the range of 85 cents on the euro
tweet

Special Situations 🌐 Research Newsletter (Jay)
Dollar is lower today on ECB assessing a 50 bps hike as rate liftoff nears; EUR/USD is up to 1.025, fueling a rally in risk assets.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Apellis Pharmaceuticals $APLS shares surged 26% after the company said that the FDA has accepted and granted a priority review designation of its new drug application of Pegcetacoplan for the treatment of geographic atrophy.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Arista Networks Inc. $ANET is upgraded to buy from hold at Needham, which writes that the communications-equipment company is “one of the most insulated from macro pressures in the sector.” Up 4%
tweet

Paul Graham
Mediocrity is like a magnet pulling organizations toward it. You can only avoid it by constant effort.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Cinemark $CNK upgraded to overweight from equal-weight at $MS Morgan Stanley, with the return of consumers to theaters seemingly not reflected in its shares. The stock is up 11%. $AMC
tweet

Special Situations 🌐 Research Newsletter (Jay)
Johnson & Johnson $JNJ shares flat after the health care giant’s Covid-19 vaccine sales came in at more than double the average analyst estimate.
tweet