Morning Brew ☕️
Tesla converted approx. 75% of Bitcoin purchases into fiat currency. https://t.co/GJpIEeN7ro
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FXHedge
TESLA CONVERTED ABOUT 75% BITCOIN PURCHASES INTO FIAT CURRENCY $936M worth dumped
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Special Situations 🌐 Research Newsletter (Jay)
*CARNIVAL CORP $CCL COMMENCES OFFERING OF $1 BLN SHARES --> TOO MUCH LEVERAGE
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Clark Square Capital
RT @72types: Lou Simpson's GEICO shareholder letters.

Link: https://t.co/dTZgi9z5ht https://t.co/qVtf1HU3iC
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Greg Walsh
RT @J_M_Vogt: Will Thorndike plus two of the most successful search fund entrepreneurs of all time...

Looking to buy small businesses they can own forever...

You know I will be following along

Bristlecone Companies
https://t.co/kPkDkQ2K5U
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Dennis Hong
Good losses and bad losses h/t @JerryCap https://t.co/OaRklAZs79 https://t.co/hOTJtNB0j8
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Taylor Pearson
Fun little story about young Stalin.

"From each according to his ability, to each according to his needs" https://t.co/qBz0LyqaHd
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Compounding Capital
$PLD forecast for standalone and pro forma AFFO/share and DPS per S4.

3-4% annual AFFO/share accretion across forecast period.

Standalone 2022-26 AFFO/share CAGR of 12% vs. 13% pro forma.

Standalone and pro forma 2022-26 DPS CAGR of 12%. https://t.co/GLK3PCAdnn
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Sidecar Partners
RT @PermanentEquity: Boring Businesses → Companies That Care What Happens Next

https://t.co/fjbOpIuY8z https://t.co/oAtkUVbRF6
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John Huber
Such a cool moment. Dad gets to call the play by play of his son winning a world title in the 1500 https://t.co/YTojhRNa7z
Jake Wightman has become the World 1500m champion. Geoff calling his son becoming a World Champion is priceless. Helene, part of our team, filmed Dad. I sat with Mum Susan..then could not wait to give my mate a hug. Beyond proud. ❤️@JakeSWightman @WightmanGeoff @SusanWightman6 https://t.co/8I8IT6ntwb - Katharine Merry
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Ramneek
The USD touched INR80, but this is the longterm CAGR for 27 years. Similar since India’s independence in 1947! https://t.co/YddHHetpeA
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sunil shah
#TSLA SO TO EXPLAIN TO YOU LAYMEN:
the profit generated and presented did not add up to the cashflow, it was short by $214m.
This was reconciled by an item,
‘Effect of exchange rate changes on cash and cash equivalents and restricted cash’ = $214m to reduce cash at qtr end.
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