Special Situations 🌐 Research Newsletter (Jay)
Not worried about war/escalation with respect to Pelosi. More worried about decline in US/China relations at a time of peak inflation
tweet

Morning Brew ☕️
The forbidden question https://t.co/sIcaBxwqsX
tweet

FXHedge
BRITISH MPS ARE PLANNING A VISIT TO TAIWAN: GUARDIAN
tweet

Morning Brew ☕️
In the final installment of our Cool Down series with @hoka, we feature our very own multimedia and marathon queen, @sarahsinger.

Paid partnership with @hoka #FlyHumanFly https://t.co/zBAUXbFeMO
tweet

Morning Brew ☕️
61% of Americans lived paycheck to paycheck in June, according to report by @LendingClub.

The report also found that 36% of Americans earning $200,000 or more also reported living paycheck to paycheck.
tweet

Special Situations 🌐 Research Newsletter (Jay)
Someone definitely new something about this $AAWW deal...major information leakage going on... https://t.co/bDxNtQnU8Z
tweet

Special Situations 🌐 Research Newsletter (Jay)
$REV Revlon is not Hertz. Not necessarily enough asset value to result in anything left for equity. Could be 0. Yet it continues to be pumped. Fed needs to tighten more. A lot of funny stuff continues to go on in the market. Just noticed this one. https://t.co/twUmkk1E9W
tweet

Special Situations 🌐 Research Newsletter (Jay)
$HKD is the mother of all squeezes. No borrow anywhere. https://t.co/cv5uezldtD
tweet

Morning Brew ☕️
me when I buy vs. me when I sell

https://t.co/SwC1IFdbg7
tweet

Rihard Jarc
$PINS earnings are out!

Revenue $666M up 9% YoY
Net loss of $43M
MAU decreased by 5% YoY
Global ARPU up 17% YoY

Really important: Q3 guidance to grow revenue mid-single digits YoY (with currency headwinds already priced in).

Long.
tweet

Special Situations 🌐 Research Newsletter (Jay)
For those comparing $GETY to $HKD, remember there is literally a 15mn share pipe (30x float) coming unlocked within 2 months
tweet

Special Situations 🌐 Research Newsletter (Jay)
ELLIOTT SAYS IT'S $PINS PINTEREST'S BIGGEST INVESTOR, SUPPORTS CEO
tweet

Ethan Mollick
American spending on defense R&D plays a huge role in the US innovation economy:
🧪6.2% of all US patents cite Defense-funded research (& it is growing) https://t.co/1o1N4qYi7M
🧪A 10% increase in defense R&D leads to a 4.3% increase in private spending https://t.co/VaZeeQHLR0 https://t.co/r8bnDlqRaB
tweet