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Special Situations 🌐 Research Newsletter (Jay)
$PYPL after-hours post earnings beat, Elliott stake, and buyback: https://t.co/TZ1no6RUt5
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$PYPL after-hours post earnings beat, Elliott stake, and buyback: https://t.co/TZ1no6RUt5
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Ethan Mollick
Three dangers of trying to learn lessons from ultra-successful people:
The first is survivorship bias. The press generally covers successes, not failures. We draw biased conclusions from only looking at winners, but not seeing the losers. It happens even when we know better! 1/3 https://t.co/MX48HALTpK
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Three dangers of trying to learn lessons from ultra-successful people:
The first is survivorship bias. The press generally covers successes, not failures. We draw biased conclusions from only looking at winners, but not seeing the losers. It happens even when we know better! 1/3 https://t.co/MX48HALTpK
Survivorship bias really messes with our minds. If you read about college dropouts becoming unicorn founders, you are willing to bet that they outperform graduates (they don't!) & create elaborate justifications. The diagrams are worth time to understand. https://t.co/Q5QMWDd3Fd https://t.co/3MzuSl7vST - Ethan Mollicktweet
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Survivorship bias really messes with our minds. If you read about college dropouts becoming unicorn founders, you are willing to bet that they outperform graduates (they don't!) & create elaborate justifications. The diagrams are worth time to understand.…
Ethan Mollick
It isn’t just artists who will need to figure out how to use AI-generated content as part of their process, so will business school case writers (and likely every other creative professional). Anyone who has read an HBS case will notice these are pretty stunning imitations. https://t.co/xdqm2hL5jJ
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It isn’t just artists who will need to figure out how to use AI-generated content as part of their process, so will business school case writers (and likely every other creative professional). Anyone who has read an HBS case will notice these are pretty stunning imitations. https://t.co/xdqm2hL5jJ
@OpenAI just made my job @HarvardHBS so much easier... or just put me out of a job? https://t.co/zybMHDWjWY - Rem Koningtweet
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@OpenAI just made my job @HarvardHBS so much easier... or just put me out of a job?
Frank Taber
1/ $BABA earnings out tomorrow. The stock is down 23% over the past month.
Anyone want to make some predictions on earnings?
I’d hope for some good growth >20% for Alibaba Cloud + improved margins.
Holding co adjusted EPS should look good relative to a low base last year.
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1/ $BABA earnings out tomorrow. The stock is down 23% over the past month.
Anyone want to make some predictions on earnings?
I’d hope for some good growth >20% for Alibaba Cloud + improved margins.
Holding co adjusted EPS should look good relative to a low base last year.
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Special Situations 🌐 Research Newsletter (Jay)
RT @eliant_capital: @SpecialSitsNews @EmmaCFA1 @MomAngtrades @pennycheck @blakeaburge @energyburrito @StockMarketNerd @DisruptorStocks @stocktalkweekly @rhemrajani9 $SMR been a MONSTER brotha, nailed that one
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RT @eliant_capital: @SpecialSitsNews @EmmaCFA1 @MomAngtrades @pennycheck @blakeaburge @energyburrito @StockMarketNerd @DisruptorStocks @stocktalkweekly @rhemrajani9 $SMR been a MONSTER brotha, nailed that one
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Offshore
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Mostly Borrowed Ideas
$PYPL's explanation for lower transaction margin is higher mix of Braintree which is mostly card funded. Unbranded processing, and core checkout's economics is so different that it's frustrating to not get a more granular breakdown. What's the reason to maintain such opacity? https://t.co/AxOj5zxInQ
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$PYPL's explanation for lower transaction margin is higher mix of Braintree which is mostly card funded. Unbranded processing, and core checkout's economics is so different that it's frustrating to not get a more granular breakdown. What's the reason to maintain such opacity? https://t.co/AxOj5zxInQ
tweet