MastersInvest.com
“The world is stochastic. Unexpected events – often large and impactful – occur in business as in life.” Robert Rosenberg, Dunkin Donuts
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“The world is stochastic. Unexpected events – often large and impactful – occur in business as in life.” Robert Rosenberg, Dunkin Donuts
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Offshore
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Tren Griffin
NAGOYA, Japan -- Toyota Motor has canceled some orders for SUVs because of production delays stemming partly from Shanghai's COVID-19 lockdown, Nikkei has learned. https://t.co/VqoVzQwZyd
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NAGOYA, Japan -- Toyota Motor has canceled some orders for SUVs because of production delays stemming partly from Shanghai's COVID-19 lockdown, Nikkei has learned. https://t.co/VqoVzQwZyd
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Paul Graham
You know a company values an investor when they name an award after him:
https://t.co/XeSayXc00u
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You know a company values an investor when they name an award after him:
https://t.co/XeSayXc00u
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Airbnb Newsroom
Startup powering local delivery receives Ron Conway Economic Empowerment Award
Airbnb, Y Combinator and SV Angel announce Nash as the first recipient of the Ron Conway Economic Empowerment Award.
Offshore
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Ensemble Capital
RT @modestproposal1: Huh, inflation in non-discretionary items is having a deflationary impact on the rest of the basket https://t.co/CMQmB7mynS
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RT @modestproposal1: Huh, inflation in non-discretionary items is having a deflationary impact on the rest of the basket https://t.co/CMQmB7mynS
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Offshore
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Rolf Degen
On their fertile days, women are more likely to opt for smaller sooner than for larger larger later rewards, be it money, food, or sex. https://t.co/5Vc8eIdVkF https://t.co/nun4aeFMik
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On their fertile days, women are more likely to opt for smaller sooner than for larger larger later rewards, be it money, food, or sex. https://t.co/5Vc8eIdVkF https://t.co/nun4aeFMik
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MastersInvest.com
"By far the best investment you can make is in yourself. For example communications skills. I tell the students learning complicated formulas, if they just learn to communicate better, both in writing and person, they increase their value at least 50%." Warren Buffett
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"By far the best investment you can make is in yourself. For example communications skills. I tell the students learning complicated formulas, if they just learn to communicate better, both in writing and person, they increase their value at least 50%." Warren Buffett
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Offshore
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Rob Briner
Someone (not an academic) is asking me recommend a good "evidence-based" book about #leadership.
I don't know the field well but looking around there are dozens of best-selling attention-grabbing (apparently) anecdote-based narrowly-focused books.
Anything else out there? https://t.co/BAtb18hRj5
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Someone (not an academic) is asking me recommend a good "evidence-based" book about #leadership.
I don't know the field well but looking around there are dozens of best-selling attention-grabbing (apparently) anecdote-based narrowly-focused books.
Anything else out there? https://t.co/BAtb18hRj5
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Offshore
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Rob Briner
I'm no fan of nostalgia but blimey, how differently things felt then in the UK. https://t.co/8SEXyMKB2v
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I'm no fan of nostalgia but blimey, how differently things felt then in the UK. https://t.co/8SEXyMKB2v
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Special Situations 🌐 Research Newsletter (Jay)
Coinbase $COIN shares fell 4.6% in premarket trading on Tuesday after a report about the cryptocurrency company facing a US probe into whether it improperly let Americans trade digital assets that should have been registered as securities.
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Coinbase $COIN shares fell 4.6% in premarket trading on Tuesday after a report about the cryptocurrency company facing a US probe into whether it improperly let Americans trade digital assets that should have been registered as securities.
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Special Situations 🌐 Research Newsletter (Jay)
Alibaba $BABA will seek primary listing in Hong Kong, entrenching its status as alternative to US markets ahead of a potential exodus of Chinese cos from NY.
The switch could provide a template for roughly 200 US-traded Chinese companies from $JD to $BIDU that face delisting.
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Alibaba $BABA will seek primary listing in Hong Kong, entrenching its status as alternative to US markets ahead of a potential exodus of Chinese cos from NY.
The switch could provide a template for roughly 200 US-traded Chinese companies from $JD to $BIDU that face delisting.
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Special Situations 🌐 Research Newsletter (Jay)
$UBS reported weaker profit in 2Q, as global market sell-off kept wealthy clients on sidelines and investors pulled funds.
Reported net income of $2.1B, compared with analyst estimates of $2.4B. The quarter was impacted by lower revenues at the key wealth management business.
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$UBS reported weaker profit in 2Q, as global market sell-off kept wealthy clients on sidelines and investors pulled funds.
Reported net income of $2.1B, compared with analyst estimates of $2.4B. The quarter was impacted by lower revenues at the key wealth management business.
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Dalius - Special Situation Investments
New idea posted on SSI 👇:
• Another MLP buyout by its GP (owns 75%). Similar to $SHLX and $BKEP ;
• Opportunistic timing/lowball price. Minority holders are outraged;
• Price increase very likely - 40% potential upside;
• Downside protected even if the offer fails;
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New idea posted on SSI 👇:
• Another MLP buyout by its GP (owns 75%). Similar to $SHLX and $BKEP ;
• Opportunistic timing/lowball price. Minority holders are outraged;
• Price increase very likely - 40% potential upside;
• Downside protected even if the offer fails;
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