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Morning Brew ☕️
Ramen is indisputably great — but not always the healthiest option. Would you invest in an alternative? (ft. @businessbarista) https://t.co/qchMyLvVCX
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Ramen is indisputably great — but not always the healthiest option. Would you invest in an alternative? (ft. @businessbarista) https://t.co/qchMyLvVCX
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Offshore
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Morning Brew ☕️
Job offers in the U.S. decreased from 11,303,000 in May of this year to 10,698,000 in June. https://t.co/iSFbuxB18H
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Job offers in the U.S. decreased from 11,303,000 in May of this year to 10,698,000 in June. https://t.co/iSFbuxB18H
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Special Situations 🌐 Research Newsletter (Jay)
Is $META raising debt to do a buyback? Why is it raising debt w $40bn of gross cash/securities?
Meta has asked $MS, $JPM, $BAML, and $BARC to arrange a series of FI investor calls on Wednesday, Aug. 3. $MS will coordinate logistics. A senior unsecured debt offering will follow.
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Is $META raising debt to do a buyback? Why is it raising debt w $40bn of gross cash/securities?
Meta has asked $MS, $JPM, $BAML, and $BARC to arrange a series of FI investor calls on Wednesday, Aug. 3. $MS will coordinate logistics. A senior unsecured debt offering will follow.
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Special Situations 🌐 Research Newsletter (Jay)
$BBBY Bed Bath and Beyond struggling with liquidity issues after poor earnings
-Bed Bath and Beyond Is Said to Mull Private Loans for Liquidity
-Retailer’s debt plunged amid sales slump, excess inventory
-Company hired adviser to help optimize balance sheet
-CEO quit in JUne
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$BBBY Bed Bath and Beyond struggling with liquidity issues after poor earnings
-Bed Bath and Beyond Is Said to Mull Private Loans for Liquidity
-Retailer’s debt plunged amid sales slump, excess inventory
-Company hired adviser to help optimize balance sheet
-CEO quit in JUne
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Ethan Mollick
There are just six basic emotional arcs for all stories:
1. Rags to Riches (rise)
2. Riches to Rags (fall)
3. Man in a Hole (fall rise)
4. Icarus (rise fall)
5. Cinderella (rise fall rise)
6. Oedipus (fall rise fall)
You can visualize arcs of novels here: https://t.co/rEeqyz6QE1 https://t.co/jTDDxFY4Zr
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There are just six basic emotional arcs for all stories:
1. Rags to Riches (rise)
2. Riches to Rags (fall)
3. Man in a Hole (fall rise)
4. Icarus (rise fall)
5. Cinderella (rise fall rise)
6. Oedipus (fall rise fall)
You can visualize arcs of novels here: https://t.co/rEeqyz6QE1 https://t.co/jTDDxFY4Zr
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Special Situations 🌐 Research Newsletter (Jay)
$META share repurchases over time https://t.co/jDTF47XDs4
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$META share repurchases over time https://t.co/jDTF47XDs4
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Sidecar Partners
Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
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Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent behavior” - Sidecar Partnerstweet
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9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
Special Situations 🌐 Research Newsletter (Jay)
FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
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FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
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