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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Morning Brew ☕️
RT @bizcasualpod: What should come first for a business: investments or profit?⁠
⁠
@NoraKAli spoke w/@TheShadeRoom founder Angie Nwandu this week about her business strategy, how she grew hers into a media empire, and why she just took one VC investment.⁠
⁠
Presented by @RealVision. https://t.co/lHQZgHYje0
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Morning Brew ☕️
What a way to end the week https://t.co/gtXZYWjVic
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