Morning Brew ☕️
don't do that. don't give me hope, @Klondikebar. https://t.co/Vhwy7WuaCi
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Special Situations 🌐 Research Newsletter (Jay)
$WMT WALMART LAYS OFF HUNDREDS OF CORPORATE WORKERS, DJ SAYS
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Special Situations 🌐 Research Newsletter (Jay)
Economic data and earnings today were better than expected; on economic front:
-MBA mortgage applications beat
-Service PMI slightly beat 47.3 vs 47.0
-Durable Goods Orders beat 2.0% vs 1.9%
-ISM Services beat handily ->56.7 vs 53.5
-Earnings from $BKNG and $MELI were positive https://t.co/FNXCTjHgW7
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FXHedge
WALMART LAYS OFF HUNDREDS OF CORPORATE WORKERS: DJ
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Jim OShaughnessy
Decades ago I studied Neuro Linguistic Programming and one of their observations about mirroring people seems to be confirmed here 🤔

Issue #95 - Runaway Selection Hypothesis, Magic Mirrors & No True Scotsman Fallacy, by @Kpaxs https://t.co/KMhTymaUv7
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Ethan Mollick
Communication errors cause medical errors, so ⚕️ uses "closed loop communication,” repeating back information:
👩‍⚕️"Give a milligram of Epi"
👨‍⚕️"You mean 0.1 mg, of 1:1000 Epinephrine?"
👩‍⚕️"Yes .1 mg"
This method can help any team communicate better. A guide: https://t.co/vx9UBpSscn https://t.co/qaVKl13QeU
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Special Situations 🌐 Research Newsletter (Jay)
$LCID Lucid, as expected was a complete disaster. Hopium stocks with minimal revenue, no FCF continue to be ticking time bombs...

"Lucid Group fell as much as 13% in late trading after the luxury electric-vehicle startup halved its 2022 production target to 6,000 to 7,000 cars" https://t.co/L7vHgWOhIX
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Frank Taber
1/ Since digging into $VCP.L I have decided to pass for now. There’s a lot to like about the business; insider ownership, capital allocation, fragmented market, cheap acquisitions etc.

But I came across a concerning short report (yet to fact check)

https://t.co/GZEvnZl152
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Paul Graham
Apparently a significant part of Google's business is selling you traffic you would have gotten anyway. I talked to one founder who used to spend a huge amount on keyword ads. They stopped completely, and they still got 95% of the traffic they would have gotten.
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Bread Crumbs Research
Observation: concentration of great shareholder letters is the highest in the most competitive industries (financials, airlines etc). Now, if you find a great shareholder letter at a business that does not operate in a highly competitive industry… hmm
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Special Situations 🌐 Research Newsletter (Jay)
RT @TommyThornton: 6.3 out of every 10 options on the tape today are calls // this is a year to date high and approaching levels seen during retail option craze of 2021
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Taylor Pearson
Top 25% project management skills + top 25% any marketable skill else will guarantee you a good job for life.
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Special Situations 🌐 Research Newsletter (Jay)
FED'S KASHKARI: I'M UNSURE WHAT MARKETS ARE LOOKING AT.
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