Special Situations 🌐 Research Newsletter (Jay)
RT @simon_ree: The messaging is remarkably consistent. The Fed isn’t going to blink. There’s no dovish pivot coming https://t.co/uQwcIGZe2H
Bill Dudley: The Fed hasn’t pivoted and unfounded market speculation is counterproductive because it could require even tighter policy https://t.co/UfJUvVBlWz - Nick Timiraos
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Morning Brew ☕️
when your favorite co-worker takes a day off https://t.co/3icJPgsjIm
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Special Situations 🌐 Research Newsletter (Jay)
Match $mtch down 24% after hours on earnings miss. You know things are bad when people can't afford to date... https://t.co/XFyi2Sue5M
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Special Situations 🌐 Research Newsletter (Jay)
Match $mtch financial and PR, company is lapping reopening and revenue is not keeping up. Tinder integration issues as well. https://t.co/6BndmoMCYK
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Sidecar Partners
RT @VJ_Rabindranath: Charlie Rose: How would you like to be known long after you are gone?

Warren Buffett: There was this guy with whom hundreds and thousands of people trusted with their life-time savings. Trust means everything to me.
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Morning Brew ☕️
Taco Bell is bringing back its Mexican Pizza on Sept. 15 as a permanent menu item. https://t.co/WuAU0hN5cO
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Paul Graham
Taiwan should get into the server farm business. They already make the chips, and you can't stop data with a naval blockade. https://t.co/ve1TcWghlZ
Getting uncomfortably close to a blockade. "Analysts said the drills in the six zones would effectively block access to commercial shipping lanes and Taiwanese ports." https://t.co/1ZPLEpDgsE - Julian Ku 古舉倫
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Rihard Jarc
$ABNB is going to be such a cash machine in the next decade. Already now, we can see high operational leverage with a low CAPEX model.

$378.8M of net income and $795M of FCF on $2.1B revenue (Q2).

High conviction in the long run, and one of my key portfolio positions.
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Ethan Mollick
For all the discussion of Elon Musk on this site, a lot of it focuses on his personal choices & personality. But this is one of the better analyses of Musk from a business strategy perspective, which helps shed light on strategic strengths & weaknesses. https://t.co/bJNs0JSZd3 https://t.co/4jgxhL3wpN
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Special Situations 🌐 Research Newsletter (Jay)
- $PYPL SEES FY REV. $27.85B, EST. $28.15B
- $PYPL SEES FY ADJ EPS $3.87 TO $3.97, SAW $3.81 TO $3.93
- $PYPL FY CUSTOMER ACCTS ADDED ~10M, EST. 10M
-ELLIOTT INVESTED $2B IN $PYPL
- $PYPL JUMPS 10% ON NEW $15B SHARE BUYBACK
- $PYPL SAYS FY '22 BUYBACKS EXPECTED TO REACH ~$4B
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Special Situations 🌐 Research Newsletter (Jay)
$PYPL after-hours post earnings beat, Elliott stake, and buyback: https://t.co/TZ1no6RUt5
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Saj Karsan
Hammond Power seems wayyy too cheap. EV of $160M, earnings of $15M through 1st 6 months of this year despite higher costs squeezing margins. Price increases to offset will show up in future quarters. Backlog up 124% yoy and 27% qoq $HPS.A
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