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Special Situations 🌐 Research Newsletter (Jay)
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
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Morning Brew ☕️
The work week starts when? https://t.co/2cW5xmcO4L
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Tren Griffin
The Blue Angels just dropped by at just above tree level for less than a second to express their support for my eat more bivalves and crustaceans campaign. https://t.co/k9PDfsrnEc
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andy
Victoria plc #vcp short is interesting case study

Wilding in 2013/4 gained control through financial engineering, widely covered.

complex deal structuring rarely for ur benefit, hard to track, assume they do this in every deal they do (scorpion and frog)
https://t.co/Mnkj9amUDk https://t.co/9jRt9OqgBf
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Taylor Pearson
RT @choffstein: You're still not reading
Moontower by @KrisAbdelmessih?

You're missing stuff like this 👇

https://t.co/a1XYcb0rfM https://t.co/oWJyn5a9MK
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M&A Focused CPA
RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.

How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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MastersInvest.com
'Warren Buffett’s BRK is following an age-old adage: Buy the dip. The conglomerate was a net buyer of equities in the quarter, reporting $3.8 billion in purchases, according to results released Saturday. It was a net seller in Q2 of last year.'

https://t.co/EvmqudGFpB
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MastersInvest.com
“We always encourage you to focus on operating earnings. We don’t really think they mean anything on a quarterly basis. Obviously, they’re meaningful over the years. We’ve piled up a lot of net worth over the yrs. But in any quarter, they mean absolutely nothing.” Warren Buffett
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Morning Brew ☕️
Realizing it's Sunday night https://t.co/uvcijezthD
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MastersInvest.com
“What’s magic about a quarter. We are in businesses for a very long period of time.” Warren Buffett
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Ethan Mollick
Google has scanned over 25M books, but you can’t read them

Fears over cannibalization of print book sales led to legal fights that killed much of the project. And it was all based on a myth. This paper shows book digitalization INCREASED 📚sales by 35%! https://t.co/UOStz9ZljQ https://t.co/2Ub0EN7cOT
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FXHedge
CHINA LOCKS DOWN A BEACH RESORT CITY AFTER COVID SPIKE, LEAVING 80,000 TOURISTS STRANDED: BBG
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