Offshore
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FinTwit Substacks
“Remember, Elon Musk is 51 years old and a father of 10—not a 12-year-old boy.”
@VickiBryanBondA on $TSLA
https://t.co/RPAkQdUpNs
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“Remember, Elon Musk is 51 years old and a father of 10—not a 12-year-old boy.”
@VickiBryanBondA on $TSLA
https://t.co/RPAkQdUpNs
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Alex Brogan
RT @maxmarchione: Stephen Schwarzman is one of the most successful people to ever live.
He’s worth $35 billion as the founder of Blackstone.
And his charities are improving education around the world.
Here are 19 of Stephen’s insanely good ‘rules for life’ (that changed my life):
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RT @maxmarchione: Stephen Schwarzman is one of the most successful people to ever live.
He’s worth $35 billion as the founder of Blackstone.
And his charities are improving education around the world.
Here are 19 of Stephen’s insanely good ‘rules for life’ (that changed my life):
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Offshore
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FinTwit Substacks
“Aron diluted existing shareholders so forcefully it bordered on the obscene. By more than quintupling the # of common shares outstanding, AMC raised $3.2bn from financing over the past 10 quarters, but only $965mm remains on the B/S”
@DoombergT on $AMC
https://t.co/KneELvqhkh
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“Aron diluted existing shareholders so forcefully it bordered on the obscene. By more than quintupling the # of common shares outstanding, AMC raised $3.2bn from financing over the past 10 quarters, but only $965mm remains on the B/S”
@DoombergT on $AMC
https://t.co/KneELvqhkh
tweet
Offshore
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Morning Brew ☕️
Hypebeasts are literally paying in blood to have the latest and most exclusive streetwear.
'Drop For Drop' is a collab between The American Red Cross and creative agency MONO in an effort to increase blood donations https://t.co/nvlsLF0pEH
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Hypebeasts are literally paying in blood to have the latest and most exclusive streetwear.
'Drop For Drop' is a collab between The American Red Cross and creative agency MONO in an effort to increase blood donations https://t.co/nvlsLF0pEH
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Offshore
Video
Morning Brew ☕️
How employers feel giving out pizza parties instead of a respectable raise
https://t.co/oK4tunjEOx
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How employers feel giving out pizza parties instead of a respectable raise
https://t.co/oK4tunjEOx
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Four types of company moats:
Brands: $DIS $SBUX $RACE
High switching costs: $ADBE $ADP $MSFT
Network effects: $GOOG $META $ABNB
Cost advantages: $COST $WMT https://t.co/XqROKijUFO
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Four types of company moats:
Brands: $DIS $SBUX $RACE
High switching costs: $ADBE $ADP $MSFT
Network effects: $GOOG $META $ABNB
Cost advantages: $COST $WMT https://t.co/XqROKijUFO
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Offshore
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Mostly Borrowed Ideas
I don't expect TikTok to be permanently banned in the US, but UGC eventually attracts regulatory scrutiny because of the cesspool a faction of users create. TikTok or any UGC based apps real test happen when velocity slows. This is NOT the kind of business a "sandwich" can run. https://t.co/ViX9dnd3Bq
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I don't expect TikTok to be permanently banned in the US, but UGC eventually attracts regulatory scrutiny because of the cesspool a faction of users create. TikTok or any UGC based apps real test happen when velocity slows. This is NOT the kind of business a "sandwich" can run. https://t.co/ViX9dnd3Bq
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Offshore
Video
Morning Brew ☕️
This startup claims it can make bank from advertising on the side of trucks. Think it'll work? (ft. @businessbarista) https://t.co/8G0mRowWC0
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This startup claims it can make bank from advertising on the side of trucks. Think it'll work? (ft. @businessbarista) https://t.co/8G0mRowWC0
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