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Rob Briner
RT @ucu: 🚨QMUL UPDATE🚨

In response to vindictive pay deductions by management at @QMUL, UCU's fighting fund has been extended to cover all those impacted

Our union will not allow our members to be bullied and pushed into financial hardship

A message from @DrJoGrady 👇 https://t.co/2qrNFDOmAj
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Ramneek
"Goldman Sachs sees worldwide streaming subscriptions growing by 10%/year to 1.3bn. Pershing Square, who owns 10% of Universal, expects more like 14%." ~@scuttleblurb

https://t.co/IknGkj6duK
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Special Situations 🌐 Research Newsletter (Jay)
Firms in the US and Europe representing >$9 trillion in market capitalization will be reporting today...
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Special Situations 🌐 Research Newsletter (Jay)
U.S. COVID update: Nearly 230,000 new cases

- New cases: 227,983
- Average: 132,691 (+8,142)
- States reporting: 34/50
- In hospital: 44,359 (+824)
- In ICU: 4,955 (+126)
- New deaths: 714
- Average: 432 (+65)

$JNJ $PFE $MRNA $NVAX
Thx @ColossusBIO
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Ramneek
RT @amazonholder1: An In Depth Preview Of $AMZN Earnings Today And What I expect.

Bad Numbers, Better Guidance

🧵🧵🧵
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Alex Brogan
RT @SystemSunday: How to remember everything valuable you read (including this):
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Compounding Capital
With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.

CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU
Combined, $VZ and $TMUS saw 816K FWA net adds in Q2 '22.

In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.

Harder and harder to ignore FWA as growing competitive threat for cable.

Yes there are spectrum capacity constraints for FWA and px/GB is way lower vs. mobile. https://t.co/sQDI0qoqqA https://t.co/wRND6MGHwN
- Compounding Capital
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Alex Brogan
10 incredible free Chrome extensions that will give you hundreds of hours of your life back:
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Alex Brogan
RT @KurtisHanni: Once a business starts making money, the next question is:

What do I do with my profits?

Let’s dive in:
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Jim OShaughnessy
If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.

We often don't realize how much we do is to impress other people, not ourselves. @JohnathanBi explains https://t.co/LRq3LwhI9z
Our new episode with @JohnathanBi is now live!

We discuss:
👴Becoming pessimistic with age
📉Girard’s apocalyptic predictions
🧪Science becoming dictatorial
🌫️Physical vs. metaphysical desires
💱Mimesis in asset valuation
And MUCH more!

Here's a sneak-peek: https://t.co/CMxAKw7sZT
- Infinite Loops 🎙
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Morning Brew ☕️
Mayim Bialik and Ken Jennings have been named permanent co-hosts of Jeopardy!, with Jennings starting the next season, and Bialik jumping in when she isn't filming ‘Call Me Kat.' https://t.co/uIMfyVfO0w
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Meb Faber
Investing quote of the day via @bethanymac12: https://t.co/mYPxceEUyD
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Jim OShaughnessy
“The only person you are destined to become is the person you decide to be”
~Emerson

Ralph Waldo Emerson’s Cardinal Rules For Life by @Alltopstartups https://t.co/zfIce4sfkw
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Ethan Mollick
With few exceptions, you should NEVER start generating new ideas in a group - always start with people writing ideas alone and only then move to a group setting. (We've known starting with groups is worse for 50 years, but people still keep doing it since it feels more creative) https://t.co/MzKUwVCmGj
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