Rihard Jarc
Selling $GOOG -6%, $META -8% and $PINS -14% based on the fact that $SNAP ‘s management doesn’t know how to guide and doesn’t have any foresight in the industry is a stupid reason.

$SNAP never was and never will be a bellwether for the ad industry.
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Paras Chopra
RT @paraschopra: Getting offended at online comments from anonymous strangers is such a waste of life.
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Jim OShaughnessy
“Modern cognitive psychology is almost dominated by emphasis on irrationality in the formation of beliefs and expectations, and experiment after experiment has confirmed this.”
~David C. Krakauer https://t.co/VpzoybCAbr
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Tren Griffin
"From units x price to installed base monetization, the Apple model is already evolving toward a more recurring business." https://t.co/xNxpZzXMVr
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Special Situations 🌐 Research Newsletter (Jay)
Before & After intraday alert earlier this week...still in progress... $SARK
https://t.co/r7f3Ply9Vt https://t.co/KGuTNqDGgt
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Morning Brew ☕️
me seeing the smallest return on my investments https://t.co/IByTyO2VOe
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Special Situations 🌐 Research Newsletter (Jay)
Heat & worsening drought in cattle state of Texas prompting ranchers to liquidate herds, exacerbating impacts soaring feed and fuel costs. Herd has fallen by 2mn head in the past year to 98.76 million, the smallest since 2015. Dashing hopes for price relief from high beef prices. https://t.co/WS6ylE6800
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Dennis Hong
“It’s so much more than owning a JPEG.” https://t.co/wXdoVDkRYP
when you definitely understand NFTs https://t.co/39I5EZ6Kde - Alexis Gay
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Taylor Pearson
New Newsletter!

In this edition:

- On Bullshit in Investing w/@bennpeifert
- The Fall Of History As A Major–And As A Part Of The Humanities
- Simple Heuristics That Make Us Smart

https://t.co/0QVWoo87UJ

Sign up below:
https://t.co/G3EiGWAYcN
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Morning Brew ☕️
I really need to block that guy's number https://t.co/hXh8pTMbKg
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Jerry Neumann
Getting capital calls from VCs again, after a ~few months hiatus
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Morning Brew ☕️
Coming back from a late Friday lunch like... https://t.co/hS7lBUnbmb
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