Jim OShaughnessy
🚨 August @InfiniteL88ps Guest Lineup 🚨

8/4 @Alex_Danco;
8/11 @shreyas;
8/18 @david_perell;
8/25 @DennisMcKenna4 https://t.co/zkkVIYKBHu
tweet

Jim OShaughnessy
Congratulations @LibertyRPF on reaching the 10,000 milestone!

312: Microsoft Q2, Visa & Mastercard + Durbin 2.0, Jack Ma & Ant Group, Heico's Biggest Acquisition Ever, and Deepmind Alphafold's 200m Protein Structures, by @LibertyRPF https://t.co/lm53srLx4f
tweet

Special Situations 🌐 Research Newsletter (Jay)
According to GMI, 80% of countries have inflation above 6%. First time since the 1980s... monetary tightening will continue. https://t.co/nVNcbVL2CH
tweet

Jim OShaughnessy
"The optimist will run the experiment while the pessimist is busy talking about why it won’t work. And sometimes that experiment pays off."
~@mcrittenden

Weekly Dose of Optimism #5, by @packyM https://t.co/xjj4ByXtF7
tweet

Santangel's Review
"The only thing I do know is that from chaos comes opportunity." - Daniel Loeb
tweet

Morning Brew ☕️
Is Chipotle using inflation as an excuse to jack up its prices?

(ft. @anishkmitra) https://t.co/Iwo8L7loMZ
tweet

Morning Brew ☕️
On a more than two-hour phone call with Chinese President Xi Jinping yesterday, Joe Biden was warned not to "play with fire" when it came to House Speaker Nancy Pelosi's possible trip to Taiwan.

Pelosi would be the highest-ranking U.S. official to travel to Taiwan in 25+ years. https://t.co/AE1u71wuYL
tweet

Compounding Capital
$WCN's long-term comp is paid in Performance Stock Units based on achievement of:

1) annual FCF/share growth
2) 3-year incremental ROIC
3) relative total shareholder return

One of the best compensation systems out there in my view. https://t.co/aDUvRU13zd
tweet

Morning Brew ☕️
As Beyoncé drops her first studio album in six years, she faces a climate where audiences are increasingly preferring older music.

Consumption of "catalog music", or music that's at least 18+ months old, surged 14% in the first half of 2022. https://t.co/IgEWrYyvNH
tweet

Rolf Degen
The mere exertion of effort is deemed morally admirable, even if it brings no tangible benefits. https://t.co/9i62xCoiZX https://t.co/JCYT2FUKmz
tweet