Special Situations 🌐 Research Newsletter (Jay)
Handset sales in Asia; not necessarily representative of $AAPL sales, thx @DisruptorStocks
https://t.co/TDw2QdHdZB
CAICT: #China June domestic mobile phone shipments rose 9.2% y/y to 28.0 million, Jan-June domestic mobile phone shipments fell 21.7% y/y to 136.2 million. June smartphone shipments rose 9.1% to 27.5 million, Jan-June smartphone shipments fell 21.8% to 133.7 million.
#phones #5G https://t.co/QKaHgyXOF3 - CN Wire
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Jim OShaughnessy
Two thoughts from Max Tegmark

“There’s no better guarantee of failure than convincing yourself that success is impossible, and therefore never even trying.”

“If we don't know what we want we're less likely to get it.”
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Bread Crumbs Research
RT @NikitaShchukin_: #russiaisaterrorisstate https://t.co/GWzcHEwnqa
Kharkiv after shelling on July 20. The father of a 13-year-old boy reads a prayer at the place of his death

#Russiaisaterroriststate https://t.co/sD7acrM8aO - Лачен
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Special Situations 🌐 Research Newsletter (Jay)
1/ EU equities give back gains this AM as Russian President Vladimir Putin signaled that Europe will start getting gas again through a key pipeline, but warned that unless a spat over sanctioned parts is resolved, flows will be tightly curbed. https://t.co/JIY3BBl4TZ
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Special Situations 🌐 Research Newsletter (Jay)
$BIIB Biogen misses, down 5% premarket:
BIOGEN SEES FY ADJ EPS $15.25 TO $16.75, SAW $14.25 TO $16
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Special Situations 🌐 Research Newsletter (Jay)
Baker Hughes $BKR adj earnings/share for the 2Q that missed avg analyst est.
-Adj EPS 11c vs. 10c y/y, est 22c
-Rev $5.05bn, -1.8% y/y, est $5.35bn
-Oilfield Services rev $2.69bn, +14% y/y, est $2.61bn
-Turbomachinery & Process Solutions rev $1.29bn, -21% y/y, est $1.68bn
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Ramneek
RT @WTCM3: @Invesquotes making it even easier https://t.co/CQ4hOQiBup
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Morning Brew ☕️
Pro tip: sometimes to speed up we must first slow down.

Shop the Relaxxxxx Candle, for when manifesting ‘too blessed to be stressed’ doesn’t cut it. https://t.co/PFtp3T6zPU https://t.co/rgRnGAaR6t
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Dalius - Special Situation Investments
$TWTR wish to expedite the lawsuit granted and trial is now set for Oct’22.

Seems like a decent win for $TWTR, especially keeping in mind:

(1) how fast the decision was made, and

(2) how easily all arguments from Musk’s team were rebutted (who asked for an early 2023 date). https://t.co/g4Men0mrsR
Chancellor McCormick sets the trial date for $TWTR vs. Musk:
October 2022. 5 days.

"This is an action for Specific Performance..." Twtr asked for "mid-Sept" & @elonmusk asked for mid-February (in order to conduct extensive diligence).

This represents an early win for Twitter. - Compound248
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Special Situations 🌐 Research Newsletter (Jay)
Canadian CPI estimates over time... https://t.co/tjxcQvyItf
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Alex Brogan
If you want to win an argument, don't make these mistakes:
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Alex Brogan
RT @KurtisHanni: Wow, we blew past 70k yesterday!

I'm grateful for each and every one of you.

This account exists to educate the masses on financial statements and upgrade the business finance literacy of the world.

So much bigger things to come!
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Alex Brogan
RT @JoeHolka: 19 critical questions to help identify (and conquer) your decision-making biases:
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Alex Brogan
RT @AndrewPetcash: Nike pulled off the greatest theft in sports history thanks to 3 people.

Lebron James, Serena Williams, and Drake.

Here's the fascinating story: https://t.co/XzqtRPEHFD
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Alex Brogan
RT @TMitrosilis: Warren Buffet is worth nearly $100 billion.

Nick Saban has won 7 national titles.

Both live by the “Inner Scorecard.”

Here’s what it is + how you can use it:
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Frederik Gieschen
"Making more and more B2B apps is just not what venture was meant for. Adventure capital does not describe a world where our brightest optimize task management tools. The more predictable a model, ... it moves away from the spirit of adventure capital."
https://t.co/znPM9G6LaO
i want flying cars and nuclear reactors and spacecraft and biohacking and teleportation. instead, we just got another reskinned version of Excel.

Perhaps it is time to wonder if we are funding the wrong things.

https://t.co/waotCy9RtQ - Evan Armstrong
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