Special Situations π Research Newsletter (Jay)
Wildfires in CA & MT exploded overnight amid windy, hot conditions. In CA's Klamath Forest, the McKinney fire tore across 28 sq mi by Sat AM from Fri.
In Montana, Elmo fire doubled in size to >6 square miles. Idaho residents remain under evacuation orders due to Moose Fire $PCG
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Wildfires in CA & MT exploded overnight amid windy, hot conditions. In CA's Klamath Forest, the McKinney fire tore across 28 sq mi by Sat AM from Fri.
In Montana, Elmo fire doubled in size to >6 square miles. Idaho residents remain under evacuation orders due to Moose Fire $PCG
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M&A Focused CPA
RT @JStaatsCPA: Let's crowd-source some advice for this anonymous firm:
π° $1M Revenue
π 50/50 Tax & Accounting
π Small city rural mix
π₯ 2 Partners & 6 Staff
Over capacity, tax review bottleneck, accounting projects behind due to tax season
All the dirty deets below:
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RT @JStaatsCPA: Let's crowd-source some advice for this anonymous firm:
π° $1M Revenue
π 50/50 Tax & Accounting
π Small city rural mix
π₯ 2 Partners & 6 Staff
Over capacity, tax review bottleneck, accounting projects behind due to tax season
All the dirty deets below:
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Steven Kiel
RT @alphaarchitect: March for the Fallen training...the Puerto Rico version! #mftf
September 24th is approaching fast. 28 miles won't March itself!
https://t.co/MDmrUpcudf https://t.co/Hjnu3O26mJ
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RT @alphaarchitect: March for the Fallen training...the Puerto Rico version! #mftf
September 24th is approaching fast. 28 miles won't March itself!
https://t.co/MDmrUpcudf https://t.co/Hjnu3O26mJ
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James Wang
My favorite passage from Thucydides where he contrasts the Athenians and Spartans. But to me it reads just as well if you swap out "Athenian" for "American". π https://t.co/ReuTwR37Ap
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My favorite passage from Thucydides where he contrasts the Athenians and Spartans. But to me it reads just as well if you swap out "Athenian" for "American". π https://t.co/ReuTwR37Ap
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Special Situations π Research Newsletter (Jay)
Of course, the Federal Reserve prefers PCE to CPI (since 2012), it underweights Shelter and Energy-related inflation...PCE was adopted as a preferred method post Bernanke's QE1, QE2, Op Twist, QE3
Do you really think avg. American pays 16% of income on housing? Give me a break! https://t.co/zQKlzbaM6C
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Of course, the Federal Reserve prefers PCE to CPI (since 2012), it underweights Shelter and Energy-related inflation...PCE was adopted as a preferred method post Bernanke's QE1, QE2, Op Twist, QE3
Do you really think avg. American pays 16% of income on housing? Give me a break! https://t.co/zQKlzbaM6C
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Tren Griffin
My friends are asking me what is best to eat in Seattle on hot days (for here 90+ degrees).
I suggest they unthaw Spot Prawns they caught. They can buy them at a market, but they're not free. Crab is cheaper per pound in the shell.
Crustaceans Rule Everything Around Me (CREAM) https://t.co/20U1t40lZn
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My friends are asking me what is best to eat in Seattle on hot days (for here 90+ degrees).
I suggest they unthaw Spot Prawns they caught. They can buy them at a market, but they're not free. Crab is cheaper per pound in the shell.
Crustaceans Rule Everything Around Me (CREAM) https://t.co/20U1t40lZn
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Special Situations π Research Newsletter (Jay)
What happens when capital mkts aren't fully open? $LTRY https://t.co/oZd7oaFGB1 does not have enough capital to continue operating...
-Sank to record low on Fri after firm admitted to not having capital to fund operations for 12 months
-Substantial doubt about going concern (BK!)
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What happens when capital mkts aren't fully open? $LTRY https://t.co/oZd7oaFGB1 does not have enough capital to continue operating...
-Sank to record low on Fri after firm admitted to not having capital to fund operations for 12 months
-Substantial doubt about going concern (BK!)
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Special Situations π Research Newsletter (Jay)
$WMT has no choice but to mark items down as consumer budgets tighten w/ inflation: air fryer down from $149 to $110; set of pajamas down from $12 to $9: red βrollbackβ signs not hard to find at Walmart Supercenter closest to HQ, Bentonville, Arkansas.
https://t.co/elKGmCwXoA
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$WMT has no choice but to mark items down as consumer budgets tighten w/ inflation: air fryer down from $149 to $110; set of pajamas down from $12 to $9: red βrollbackβ signs not hard to find at Walmart Supercenter closest to HQ, Bentonville, Arkansas.
https://t.co/elKGmCwXoA
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Special Situations π Research Newsletter (Jay)
Short interest levels at local lows... https://t.co/8xHTDG8p9D
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Short interest levels at local lows... https://t.co/8xHTDG8p9D
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