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Special Situations 🌐 Research Newsletter (Jay)
It isn't often that you trade a merger arb candidate successfully, sell at a minimal spread, and then buy back at the local lows.

Full round trip in $NLSN, up 20% again! Special Situations have been THE way to play the market this year...

https://t.co/r7f3PlxC5V https://t.co/xTmBAMO20r
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Alex Brogan
Chauffeur Knowledge

Two types of knowledge: Chaffeur and Real.

Chaffeur knowledge: People who know, but don't understand—they only give the appearance of knowing.

Real knowledge: People who have done their homework and paid their dues. They understand the meat of a subject.
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Offshore
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Morning Brew ☕️
the og crypto guys https://t.co/W2L2K9Up5b
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Rihard Jarc
The $APP $U M&A proposal is just so weird. Why would $U shareholders ever take this deal?
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Offshore
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Morning Brew ☕️
first week at a new job https://t.co/YytCchQRqW
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Offshore
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Rolf Degen
Police dramas often start with grisly scenes of murder, which elicit disgust, but this repulsive intro makes the later clearing-up of the crime more enjoyable. https://t.co/IFBi8dwztN https://t.co/VhxnhBxyhE
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Santangel's Review
“It is not necessary to do extraordinary things to get extraordinary results.” - Warren Buffett
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Offshore
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Morning Brew ☕️
Your significant other either has no debt or doesn't wear deodorant. What are you picking? (ft. @anishkmitra) https://t.co/H6zhYGih92
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Santangel's Review
“Those who keep learning, will keep rising in life.” - Charlie Munger
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Taylor Pearson
“To illustrate a principle, you must exaggerate much and you must omit much.” -Walter Bagehot
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Offshore
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Morning Brew ☕️
my brain after consuming coffee all day on an empty stomach https://t.co/o9lzc3gLNL
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Frederik Gieschen
“Anybody that doesn't believe in you, either you let that bring you down, or it becomes fuel. To this day, we like to say that we believe before others understand. Because there really is something powerful, just psychologically, of believing in somebody.” @wolfejosh
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