Richard Lewis
Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
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Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
Munger on Conwood:
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1) https://t.co/1JGllRVYt7 - Turtle Baytweet
Twitter
Munger on Conwood:
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1)
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1)
MastersInvest.com
RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. https://t.co/HaFHPTA4gJ
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RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. https://t.co/HaFHPTA4gJ
tweet
Twitter
RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. http…
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. http…
Special Situations 🌐 Research Newsletter (Jay)
Bernstein & Jefferies are divided on Porsche boss Blume’s appt as $VWAGY CEO in place of Herbert Diess, architect of auto industry’s biggest electrification effort, means for co
Jefferies says leadership change is “untimely but positive” while Bernstein says terrible decision.
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Bernstein & Jefferies are divided on Porsche boss Blume’s appt as $VWAGY CEO in place of Herbert Diess, architect of auto industry’s biggest electrification effort, means for co
Jefferies says leadership change is “untimely but positive” while Bernstein says terrible decision.
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Special Situations 🌐 Research Newsletter (Jay)
More stimulus from Japan? Prime Min Fumio Kishida has so far said he will focus for now on using reserves of up to 5.5 trillion yen to support economy struggling with lingering effects of pandemic, as well as fuel & food price rises, amid slump in the yen not seen for decades."
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More stimulus from Japan? Prime Min Fumio Kishida has so far said he will focus for now on using reserves of up to 5.5 trillion yen to support economy struggling with lingering effects of pandemic, as well as fuel & food price rises, amid slump in the yen not seen for decades."
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Special Situations 🌐 Research Newsletter (Jay)
Crypto platform Voyager Digital LLC said a joint offer proposed by @FTX_Official and Alameda is a “low-ball bid” that disrupts the bankruptcy process, according to a court filing. Does Voyager have a choice though? #Bitcoin #ethereum $mara
Filing here: https://t.co/FSWYv6d5kL
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Crypto platform Voyager Digital LLC said a joint offer proposed by @FTX_Official and Alameda is a “low-ball bid” that disrupts the bankruptcy process, according to a court filing. Does Voyager have a choice though? #Bitcoin #ethereum $mara
Filing here: https://t.co/FSWYv6d5kL
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Special Situations 🌐 Research Newsletter (Jay)
China's next economic risk is the youth job crisis. Like we discussed, "4% GDP growth" is not enough to grow jobs:
The most educated generation in China’s history, 15 million young people are estimated to be jobless, and many are lowering their ambitions. $FXI
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China's next economic risk is the youth job crisis. Like we discussed, "4% GDP growth" is not enough to grow jobs:
The most educated generation in China’s history, 15 million young people are estimated to be jobless, and many are lowering their ambitions. $FXI
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Tesla is scheduled for court-ordered settlement talks in a shareholder lawsuit over CEO Elon Musk’s 2018 tweets suggesting he had funding to take the company private https://t.co/vPz9DiYOpB via @WSJ
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Tesla is scheduled for court-ordered settlement talks in a shareholder lawsuit over CEO Elon Musk’s 2018 tweets suggesting he had funding to take the company private https://t.co/vPz9DiYOpB via @WSJ
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Gold $GLD declined after posting biggest weekly gain since May as investors weighed prospects for tighter US monetary policy & concerns over an economic slowdown.
Bullion hit lowest level since Mar 2021 last week, only to rebound as US Treasury yields eased, but 75 bps on 27th.. https://t.co/S5AIEM36Nl
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Gold $GLD declined after posting biggest weekly gain since May as investors weighed prospects for tighter US monetary policy & concerns over an economic slowdown.
Bullion hit lowest level since Mar 2021 last week, only to rebound as US Treasury yields eased, but 75 bps on 27th.. https://t.co/S5AIEM36Nl
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Special Situations 🌐 Research Newsletter (Jay)
Japan’s 10Y yields dropping Mon to play catchup w/ EU & US benchmark rallies. May be lingering after-effects of BOJ’s extraordinary June buying spree to hold yields at 0.25%. Central bank bought record 16 trillion yen of bonds or 89.4% of 10Y supply from March vs. 69% in Dec 21.
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Japan’s 10Y yields dropping Mon to play catchup w/ EU & US benchmark rallies. May be lingering after-effects of BOJ’s extraordinary June buying spree to hold yields at 0.25%. Central bank bought record 16 trillion yen of bonds or 89.4% of 10Y supply from March vs. 69% in Dec 21.
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MastersInvest.com
'When we combine our ongoing expectations for mid-teens EPS growth from the Portfolio with what we believe are now very reasonable val's, we are optimistic despite the many exogenous factors weighing on the market today.'
Polen Q2: +AMZN ADP SHL GY -NFLX
https://t.co/JnpwJ6doEt
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'When we combine our ongoing expectations for mid-teens EPS growth from the Portfolio with what we believe are now very reasonable val's, we are optimistic despite the many exogenous factors weighing on the market today.'
Polen Q2: +AMZN ADP SHL GY -NFLX
https://t.co/JnpwJ6doEt
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James Wang
RT @TimSweeneyEpic: Apple’s “App Tracking Transparency” (which displays terrifying warnings about Apple competitors, while using comforting language about Apple’s own tracking) is another brazen anticompetitive move to foreclose on competition. But since Facebook was the #1 victim, folks cheered it.
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RT @TimSweeneyEpic: Apple’s “App Tracking Transparency” (which displays terrifying warnings about Apple competitors, while using comforting language about Apple’s own tracking) is another brazen anticompetitive move to foreclose on competition. But since Facebook was the #1 victim, folks cheered it.
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Chinese property stocks and dollar bonds rallied Monday, as a reported move by Beijing to establish a fund to support developers fueled optimism about a turnaround for the struggling sector.
An index of the country’s real estate firms jumped as much as 3.4%, the most in a week. https://t.co/EzHEuoNDhT
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Chinese property stocks and dollar bonds rallied Monday, as a reported move by Beijing to establish a fund to support developers fueled optimism about a turnaround for the struggling sector.
An index of the country’s real estate firms jumped as much as 3.4%, the most in a week. https://t.co/EzHEuoNDhT
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