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Jitendra Chawla, CFA
So much to learn from #GOAT Prashant Jain!
We @CFASocietyIndia hosted him at Value Investing Pioneers Summit in 2019. We couldn't get permission to upload the talk (one of his best) but this QnA with @RajeevThakkar is there on @bqprime YouTube channel!
https://t.co/Z3MsnXA991
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So much to learn from #GOAT Prashant Jain!
We @CFASocietyIndia hosted him at Value Investing Pioneers Summit in 2019. We couldn't get permission to upload the talk (one of his best) but this QnA with @RajeevThakkar is there on @bqprime YouTube channel!
https://t.co/Z3MsnXA991
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Artisanal Permanent Capital
λάθε βιώσας https://t.co/ktB7wCrGt2
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λάθε βιώσας https://t.co/ktB7wCrGt2
Become a ghost. Forget attention. Just grow in private. - Mental Flow | High-Level Learningtweet
Twitter
Become a ghost. Forget attention. Just grow in private.
Rob Briner
RT @bmj_latest: "At no other time in the past 50 years have so many parts of the NHS been so close to ceasing to function effectively. The heart of the problem is the failure to recognise that the pandemic is far from over" @KamranAbbasi @HSJEditor https://t.co/ecDRJ4pzZR
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RT @bmj_latest: "At no other time in the past 50 years have so many parts of the NHS been so close to ceasing to function effectively. The heart of the problem is the failure to recognise that the pandemic is far from over" @KamranAbbasi @HSJEditor https://t.co/ecDRJ4pzZR
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The BMJ
The NHS is not living with covid, it’s dying from it
The government must be honest about the threat the pandemic still poses
Today may be the most difficult day the NHS has ever experienced. The headlines will focus on the pressures created by the heatwave and that most visible sign of healthcare failure—ambulances…
Today may be the most difficult day the NHS has ever experienced. The headlines will focus on the pressures created by the heatwave and that most visible sign of healthcare failure—ambulances…
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Russia strikes Odesa after "grain deal". Putin’s invasion of Ukraine has reached the five-month mark. Outrage was swift after Moscow struck Odesa’s seaport on Saturday, less than 24 hours after signing an agreement to guarantee the safe transit of Ukrainian grain exports. $WEAT https://t.co/GIhqftVTap
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Russia strikes Odesa after "grain deal". Putin’s invasion of Ukraine has reached the five-month mark. Outrage was swift after Moscow struck Odesa’s seaport on Saturday, less than 24 hours after signing an agreement to guarantee the safe transit of Ukrainian grain exports. $WEAT https://t.co/GIhqftVTap
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Special Situations 🌐 Research Newsletter (Jay)
$GOOG trying to distract us before earnings on 7/26/22:
Google has fired a software engineer who worked on the company’s artificial intelligence development team over his public contention that he had conversations with a bot that had become “sentient.”
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$GOOG trying to distract us before earnings on 7/26/22:
Google has fired a software engineer who worked on the company’s artificial intelligence development team over his public contention that he had conversations with a bot that had become “sentient.”
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
New GARP Monopoly, FCF grower added to the SSR Model Shop, Safran SA $SAFRY. Model and memo available free to subscribers!
EU Aerospace Monopoly SOTP model includes valuation, historical financials, projections, comps, and sensitivity analysis $BA $EADSY
https://t.co/jCdoeVrWpR
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New GARP Monopoly, FCF grower added to the SSR Model Shop, Safran SA $SAFRY. Model and memo available free to subscribers!
EU Aerospace Monopoly SOTP model includes valuation, historical financials, projections, comps, and sensitivity analysis $BA $EADSY
https://t.co/jCdoeVrWpR
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Most important earnings and macro week of the quarter coming up! https://t.co/7a8U0Rc4hP
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Most important earnings and macro week of the quarter coming up! https://t.co/7a8U0Rc4hP
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Offshore
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Frank Taber
Thread/
‘How Mr Beast became the Amazon of content creation’.
Across all his YouTube channels, @MrBeast has ~200 Million subscribers & make millions of dollars per month.
He achieved it all by using the same strategy $AMZN used to become a trillion dollar business. https://t.co/oVtmPvRwgF
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Thread/
‘How Mr Beast became the Amazon of content creation’.
Across all his YouTube channels, @MrBeast has ~200 Million subscribers & make millions of dollars per month.
He achieved it all by using the same strategy $AMZN used to become a trillion dollar business. https://t.co/oVtmPvRwgF
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MastersInvest.com
RT @ProfFeynman: Life is too short to worry about stupid things. Have fun. Fall in love. Regret nothing, and don't let people bring you down. Study, think, create, and grow. Teach yourself and teach others. 🧠
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RT @ProfFeynman: Life is too short to worry about stupid things. Have fun. Fall in love. Regret nothing, and don't let people bring you down. Study, think, create, and grow. Teach yourself and teach others. 🧠
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M&A Focused CPA
RT @SievaKozinsky: I met the owner of a swim school making $300k per year.
I sat with him to learn about his business.
Here’s what he told me:
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RT @SievaKozinsky: I met the owner of a swim school making $300k per year.
I sat with him to learn about his business.
Here’s what he told me:
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Rolf Degen
The number 19 has become less popular with lottery players. You can guess three times why. https://t.co/lQJ3RVPP88 https://t.co/WjYHYLNAAR
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The number 19 has become less popular with lottery players. You can guess three times why. https://t.co/lQJ3RVPP88 https://t.co/WjYHYLNAAR
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Special Situations 🌐 Research Newsletter (Jay)
1/ SSR Macro Hot Take: The trade-weighted dollar is up 10%, which is equivalent to three rate hikes. Although the ECB’s hawkish hike halted the dollar’s rally, risks are skewed toward further dollar strength. The stronger dollar will help kill inflation and slow economic growth.
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1/ SSR Macro Hot Take: The trade-weighted dollar is up 10%, which is equivalent to three rate hikes. Although the ECB’s hawkish hike halted the dollar’s rally, risks are skewed toward further dollar strength. The stronger dollar will help kill inflation and slow economic growth.
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Morning Brew ☕️
Thinking about the fact that you'll have to do it all again on Monday https://t.co/FpTk7os4QE
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Thinking about the fact that you'll have to do it all again on Monday https://t.co/FpTk7os4QE
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