Morning Brew ☕️
the weekend is finally here https://t.co/sDGk9MSOS8
tweet

Special Situations 🌐 Research Newsletter (Jay)
https://t.co/c5GqPPkBv0
Our social media manager just started an Instagram page, where we will be posting educational and informative reels and videos. Please follow us as we create more content for you!
https://t.co/SmoloU9UB9 - Special Situations 🌐 Research Newsletter (Jay)
tweet

James Wang
Remember, SNAP is a camera company.
tweet

Special Situations 🌐 Research Newsletter (Jay)
*UKRAINE CUT TO C FROM CCC BY FITCH

This is expected; I think creditors will give Ukraine leeway to help restructure its debts
tweet

Special Situations 🌐 Research Newsletter (Jay)
Breaking: Stephen K. Bannon, the right-wing podcaster and longtime confidante of former president Donald Trump, was convicted Friday of contempt of Congress for his refusal to provide documents or testimony to a House committee probing the Jan. 6, 2021, attack.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Verizon Communications Inc. $VZ shares plunged to their biggest 1-day drop in 14 years (since 2008) after the mobile-phone company cut its forecast for the second straight quarter, adding to concerns that consumers are pulling back on spending (just like for AT&T $T)
$TMUS https://t.co/K47ww1AVdf
tweet

Special Situations 🌐 Research Newsletter (Jay)
2/3 of US consumers say planning to reduce spending over 6 months as result of inflation, according to recent survey of 2,000 people conducted July 15 to 18 by $MS. similar % identify inflation as a top concern. Leisure spending poll slowed from rise of 7% to only 2%. $DAL $UAL
tweet

Jim OShaughnessy
My grandfather taught me what he called "premeditating," which is a close facsimile to the Zander letter described here.

It works.

Issue #90 - Zander Letter, Dislocation of Expectation & Restaurant Game, by @Kpaxs https://t.co/epReW1eOmZ
tweet

James Wang
If you need accomplishments to feel happy you’re still (trapped) in the game.
tweet

Leaked Tech Memos
Offer letter from Steve Jobs, 1989. https://t.co/SUWVTcxFkx
tweet

Sidecar Partners
RT @MilesHWood: The risk-taking model suggests that the entrepreneur's chief advantage is one of temperament—he’s braver than the rest of us are. In the predator model, the entrepreneur’s advantage is analytical—he's better at figuring out a sure thing than the rest of us
https://t.co/FilYOtnzgL
tweet

James Wang
At least when Microsoft killed software companies in the 90s they didn’t pretend to be virtuous and looking out for their users.
tweet

Special Situations 🌐 Research Newsletter (Jay)
$FAZE email went out to subs earlier today. Another opportunity created for August.
tweet

Tren Griffin
What business is this?

"Net cash provided by operating activities was $30 million in the quarter, compared to $382 million in the same period in the previous year."
tweet

Tren Griffin
Is Google's LaMDA conversational technology having a personality crisis?
tweet

FXHedge
TESLA'S BITCOIN DUMP LEAVES ACCOUNTING MYSTERY IN ITS WAKE; REMAINING POT OF DIGITAL ASSETS AS OF JUNE 30 WAS WORTH $218M, A REDUCTION OF MORE THAN ONE BILLION DOLLARS FROM THE PREVIOUS QUARTER: BBG
tweet

Compounding Capital
Mistake I’ve made repeatedly is not selling when I no longer like a company because want to maintain equity exposure

Leads to selling later than I should or even swapping into new company to maintain exposure

Buy and sell decisions should be independent for long only portfolio
tweet