Special Situations 🌐 Research Newsletter (Jay)
RT @PerennialRisk: @StockMKTNewz Cant beat having @SpecialSitsNews & @MichaelKantro in the same spaces!
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RT @PerennialRisk: @StockMKTNewz Cant beat having @SpecialSitsNews & @MichaelKantro in the same spaces!
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Offshore
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Internal Tech Emails
Amazon: How do we keep experimenting in superfast delivery?
September 19, 2013 https://t.co/nvgnYA6CIL
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Amazon: How do we keep experimenting in superfast delivery?
September 19, 2013 https://t.co/nvgnYA6CIL
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Special Situations 🌐 Research Newsletter (Jay)
RT @Sino_Market: #Evergrande will put its Hong Kong office tower on sale, valued at HK$9 billion.-HKET
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RT @Sino_Market: #Evergrande will put its Hong Kong office tower on sale, valued at HK$9 billion.-HKET
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Offshore
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Compounding Capital
Tomorrow I publish my weekly newsletter, this time focused on $WCN and its unique incentive structure.
You can check out previous issues of the newsletter here:
https://t.co/tZZIQMexXu
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Tomorrow I publish my weekly newsletter, this time focused on $WCN and its unique incentive structure.
You can check out previous issues of the newsletter here:
https://t.co/tZZIQMexXu
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Offshore
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Tren Griffin
This satellite service for terrestrial mobile phones could be similar to one Iridium has with Garmin for InReach handsets.
When asked to comment Garmin said:
"The GPS, sonar and radar systems is working pretty good in Tren's boat, which is nice."
https://t.co/cIqhryw7Rf
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This satellite service for terrestrial mobile phones could be similar to one Iridium has with Garmin for InReach handsets.
When asked to comment Garmin said:
"The GPS, sonar and radar systems is working pretty good in Tren's boat, which is nice."
https://t.co/cIqhryw7Rf
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Mostly Borrowed Ideas
1/18 $META 2Q'22
“…we seem to have entered an economic downturn that will have a broad impact on the digital advertising business. And it's always hard to predict how deep or how long these cycles will be, but I'd say that the situation seems worse than it did a quarter ago.”
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1/18 $META 2Q'22
“…we seem to have entered an economic downturn that will have a broad impact on the digital advertising business. And it's always hard to predict how deep or how long these cycles will be, but I'd say that the situation seems worse than it did a quarter ago.”
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MastersInvest.com
“We live in Extremistan, where black swans proliferate, winners tend to take all and the rest get nothing –there’s Domingo and a thousand opera singers working in Starbucks.” Nicholas Nassim Taleb
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“We live in Extremistan, where black swans proliferate, winners tend to take all and the rest get nothing –there’s Domingo and a thousand opera singers working in Starbucks.” Nicholas Nassim Taleb
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Shanghai Containership Rates - for spaces discussion https://t.co/6i8yat1kLM
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Shanghai Containership Rates - for spaces discussion https://t.co/6i8yat1kLM
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MastersInvest.com
“We don’t want people that are concerned about quarterly earnings [as shareholders]. We don’t want people who are concerned about stock splits. We don’t want people that need to be pumped up about the stock, periodically.” Warren Buffett
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“We don’t want people that are concerned about quarterly earnings [as shareholders]. We don’t want people who are concerned about stock splits. We don’t want people that need to be pumped up about the stock, periodically.” Warren Buffett
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Offshore
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MastersInvest.com
"What is the best hedge against inflation? Owning companies with unique products that have high pricing power. If I were a German investor in 1945, I would have wanted to own Porsche, Beck’s, Hugo Boss, Bayer, Braun, and Nivea." Francois Rochon, Giverny Partner Letter Q2 2010 https://t.co/gp5PhQXCqF
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"What is the best hedge against inflation? Owning companies with unique products that have high pricing power. If I were a German investor in 1945, I would have wanted to own Porsche, Beck’s, Hugo Boss, Bayer, Braun, and Nivea." Francois Rochon, Giverny Partner Letter Q2 2010 https://t.co/gp5PhQXCqF
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