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Morning Brew ☕️
Quote of the week from the former president and host of this weekend's LIV Golf event, when responding to criticism from 9/11 survivors and victims' family members.
LIV Golf is backed by the Saudi Arabian government. https://t.co/Oc2FyJGgn9
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Quote of the week from the former president and host of this weekend's LIV Golf event, when responding to criticism from 9/11 survivors and victims' family members.
LIV Golf is backed by the Saudi Arabian government. https://t.co/Oc2FyJGgn9
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Durable Investments
Masterclass in making bad news sound actually good. $CHTR https://t.co/bnu9eZWbsB
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Masterclass in making bad news sound actually good. $CHTR https://t.co/bnu9eZWbsB
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Special Situations 🌐 Research Newsletter (Jay)
RT @BillAckman: Why am I tweeting so much lately? I finally got Covid and I am isolating, with @Twitter keeping me company.
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RT @BillAckman: Why am I tweeting so much lately? I finally got Covid and I am isolating, with @Twitter keeping me company.
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Special Situations 🌐 Research Newsletter (Jay)
Atlanta Fed 3Q22 GDPNow estimate is +2.1%. Welcome to the meme economy. Wait until we see the revision next week. This will certainly raise some eyebrows at the @federalreserve though: https://t.co/Z3ArQ8siY8
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Atlanta Fed 3Q22 GDPNow estimate is +2.1%. Welcome to the meme economy. Wait until we see the revision next week. This will certainly raise some eyebrows at the @federalreserve though: https://t.co/Z3ArQ8siY8
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Rolf Degen
The mere exposure effect ("familiarity breeds liking") is one of the classic cornerstones of academic psychology. And unfortunately, it failed to replicate just now. https://t.co/Yij4WcnJOT https://t.co/ppQTAEZbEI
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The mere exposure effect ("familiarity breeds liking") is one of the classic cornerstones of academic psychology. And unfortunately, it failed to replicate just now. https://t.co/Yij4WcnJOT https://t.co/ppQTAEZbEI
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Paul Graham
RT @Jeff_Burke14: People say we ship fast at @Replit... and we do!
We went from concept to launch w/ ~20 partners in <6 weeks. bd can move fast too!
here are four photos showing how fast we move.
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RT @Jeff_Burke14: People say we ship fast at @Replit... and we do!
We went from concept to launch w/ ~20 partners in <6 weeks. bd can move fast too!
here are four photos showing how fast we move.
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Oddball Stocks Newsletter
RT @DadInvest: @DarkfireCapital @blessboycap I tell my daughter everyday “remember that house we went to with the lizards around the pool? Yea a guy who owns that whole island owns 1000x as many shares of a cigarette company as us.”
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RT @DadInvest: @DarkfireCapital @blessboycap I tell my daughter everyday “remember that house we went to with the lizards around the pool? Yea a guy who owns that whole island owns 1000x as many shares of a cigarette company as us.”
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Oddball Stocks Newsletter
RT @setiriver: @YellowLabLife So many companies fit this profile nowadays. Either companies are valued at 2 PE or 10X Sales. No in-between.
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RT @setiriver: @YellowLabLife So many companies fit this profile nowadays. Either companies are valued at 2 PE or 10X Sales. No in-between.
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Oddball Stocks Newsletter
RT @BluthCapital: It’s counterintuitive but huge stock price and oil price drops delay investment further, cause funds to be allocated to buybacks, and thus prevent further supply.
You’d be crazy to be an energy CEO and commit capex now. https://t.co/sd5LCtaxr2
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RT @BluthCapital: It’s counterintuitive but huge stock price and oil price drops delay investment further, cause funds to be allocated to buybacks, and thus prevent further supply.
You’d be crazy to be an energy CEO and commit capex now. https://t.co/sd5LCtaxr2
(5/20) Regular pullbacks weed out speculators and reduce capital investment, improving long-term industry prospects. There have been several days where oil prices were down more than 6% in the last two years, and each of these were followed by sharply higher oil prices: https://t.co/2dgNqYEIM7 - Bison Intereststweet
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(5/20) Regular pullbacks weed out speculators and reduce capital investment, improving long-term industry prospects. There have been several days where oil prices were down more than 6% in the last two years, and each of these were followed by sharply higher…
Paras Chopra
RT @paraschopra: I think most people have interesting and original thoughts.
But they don’t voice them out publicly because either they’re too afraid of being called out as wrong or they can’t deal with the risk of offending someone else.
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RT @paraschopra: I think most people have interesting and original thoughts.
But they don’t voice them out publicly because either they’re too afraid of being called out as wrong or they can’t deal with the risk of offending someone else.
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