Sidecar Partners
“Berkshire lengthens the reinvestment runway of its entire business by shifting capital from subsidiaries with short runways and/or low returns on capital to subsidiaries with long runways and healthy returns on capital”

@bill_esbenshade nails it re: Berkshire’s endurance. $BRK
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Paras Chopra
It’s been 8 months since I moved to Bangalore and the quality of people I come across here just keeps on impressing me.

It’s the network effect of talent in play.
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Ethan Mollick
This card trick has been analyzed in a peer-reviewed paper, and it tells us something interesting about how human attention can be manipulated.

To not ruin it, first watch the video to try the trick yourself… 1/2 https://t.co/DHsdYg8sRS
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Paras Chopra
RT @paraschopra: The reason startups with two co-founders have a higher success rate than a single founder is because two brains conversing keep each other's cognitive biases in check.
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Special Situations 🌐 Research Newsletter (Jay)
$AMZN Amazon Prime users in Europe are in for a shock as prices are set to jump by up to 43%, reflecting mounting pressure from Wall Street on new Chief Executive Andy Jassy to shore up profit as inflation rises and a downturn looms...
https://t.co/Vy9Wx8KiLJ
ICYMI: Amazon Prime users in Europe are in for a shock as prices are set to jump by up to 43%, reflecting mounting pressure from Wall Street on new Chief Executive Andy Jassy to shore up profit as inflation rises and a downturn looms https://t.co/ieGD9rURFR https://t.co/FHxRPQKjDu - Reuters
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Rihard Jarc
I sometimes wonder why we have so much rules protecting people from their own stupidity & laziness.

With it we are encouraging the wrong thing.
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Special Situations 🌐 Research Newsletter (Jay)
Set a reminder for my upcoming Space! https://t.co/1R1RL9XRo0
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Ethan Mollick
How online ratings help those who already are winning keep winning: high ratings for a product, service or shop attract more high ratings.

Anything with few reviews will have a lower average rating than it deserves. This makes it harder for newcomers to beak into the rankings. https://t.co/p7lETlGJc8
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Morning Brew ☕️
trying to figure out where the weekend went https://t.co/b3xA9tNfbw
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Meb Faber
Podcasts of the Week!

📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI

🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ

🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
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Frank Taber
$VCP.L shares are down -70% YTD. However, their LTM adjusted EPS has grown +40%.

Being a flooring company, they have the obvious headwinds; supply & demand, inflations, cost of capital, material costs etc.

Can anyone explain anything simple I’m missing to justify share price?
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Meb Faber
Look at @barronsonline giving farmland investing some love!

I spy at least 4 podcast alums in there! @bpsandpieces, @acretraderinc, Shonda Warner, and Gladstone...

https://t.co/VppB6Iwhq6
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Special Situations 🌐 Research Newsletter (Jay)
Latest SSR SPAC Database shared w/ subs: 2 new long opportunities w/ only 1-2% downside, 1 cash park opp, and 7 new short opportunities, with PIPE-to-Float ratios as high as 3,500%. This implies 35 shares unlocking for every 1 share in current float!
https://t.co/r7f3PlxC5V
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