Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $AXTA, $NFI.TO, $CCR.L and $SNCR short

$AXTA pitch:
– Industrial coating firm, currently under-earning due to auto weakness and raw material inflation.
– Earnings are set to double to $3.0/share by 2025.
– #1 or #2 in its markets.
... 👇
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Jim OShaughnessy
Two thoughts from David R. Hawkins

"Beliefs are the determinants of what one experiences. There are no external 'causes.'"

"To become more conscious is the greatest gift anyone can give to the world; moreover, in a ripple effect, the gift comes back to its source."
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Paras Chopra
I’ve noticed that whenever my mind is not fully engaged, it goes through a series of random, brief flashes of memory.

It’s almost like the brain is simulating getting distracted by the series of diverse content we see in our timelines.
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Special Situations 🌐 Research Newsletter (Jay)
The spread between 10-year BTPs and 10-year bunds rose 19 bps on Thursday, but as the chart shows, it wasn’t so much that Italian bonds sold off as that Germany’s gained. The ECB’s new TPI tool for supposedly shoring up peripheral bonds failed to impress the market. #ECB https://t.co/ggw1tpg0V2
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Special Situations 🌐 Research Newsletter (Jay)
Two children have been diagnosed with monkeypox. One is a toddler in California and the other an infant who is not a U.S. resident but was tested while in Washington, D.C., according to the Centers for Disease Control and Prevention.
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Morning Brew ☕️
little miss first thing you read in the morning
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Special Situations 🌐 Research Newsletter (Jay)
Seth Klarman (Baupost) top 13F Holdings
$MU Micron
$GOOG Google
$DBX Dropbox
$INTC Intel
$LBTYA Liberty Global
$WTW Willis Towers
$VSAT Viasat
$QRVO Qorvo
$FISV Fiserv https://t.co/HuufHyhBDf
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Special Situations 🌐 Research Newsletter (Jay)
Really funny some of the interactions I have on this platform. Almost like talking to flat earthers! Hope you all are having a wonderful weekend!

https://t.co/3n9ULZYj0T https://t.co/cxONKXHxgc
How the ancient Greeks knew the Earth was round...

https://t.co/P0xSKr6NBm - Figen
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Special Situations 🌐 Research Newsletter (Jay)
In Iowa, biggest corn state, temps are forecast to hit 100 degrees. Major livestock-producing states, including Texas and Oklahoma, are expected to see temperatures hit 104 degrees over the weekend. In Oklahoma (cattle country), temps hit 114 F on Tuesday.
https://t.co/fwW1Qb2ToP
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 - Special Situations 🌐 Research Newsletter (Jay)
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Special Situations 🌐 Research Newsletter (Jay)
Volkswagen $VWAGY ousted Herbert Diess, architect of auto industry’s biggest electrification effort, after clashes with labor unions. Porsche boss Oliver Blume will take over, ending 4-year tenure in which Diess’s hard-nosed leadership repeatedly caused friction. Unfortunate.
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Special Situations 🌐 Research Newsletter (Jay)
Henley global passport ranking, based on access and mobility https://t.co/L9Od0ie3Fy
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iinvested
2Q22 Oakmark Fund on $DIS, $ETSY, $MAS, $ORCL, $PH
https://t.co/3NqJCMR3ID

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/xky9fZCbqn
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Alex Brogan
RT @IAmClintMurphy: People think they can't get rich unless they were born rich.

Bullshit.

Here's how you can go from zero to millionaire:
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