James Wang
🚨 New video: The ETH Merge Thesis with Hal
@NorthRockLP and @SquishChaos. We cover:
– Why the ETH merge is the most important trade of the year
– ETH/BTC, the flippening
– LSDs (Lido, RPL, Stakewise)
Enjoy!
https://t.co/yXiN0FUiTp
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Special Situations 🌐 Research Newsletter (Jay)
ByteDance, the owner of Tiktok has been taking market share from $SNAP Snapchat and $META... here is look at its parabolic growth! https://t.co/Z6FOPVtSA3
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Rihard Jarc
$ABNB Experience feature is so underrated.

This will probably be one of the key features in the future as it opens up another economy inside the platform and offers $ABNB a big TAM expansion.

Very comfortable with $ABNB being one of my key companies in my portfolio.
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Special Situations 🌐 Research Newsletter (Jay)
Hedge fund 13F filings are trickling out...
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Morning Brew ☕️
trying to hype yourself up for the rest of the day by taking fit pics in the office bathroom https://t.co/kTJcvhGrM6
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Ethan Mollick
Good day to remember that failed serial entrepreneurs get much better deal terms from venture capitalists than first-time founders, despite the fact that their startups perform worse at the time of funding! https://t.co/mthQlzJ70p
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Sidecar Partners
This piece on Fastenal’s culture is timeless. $FAST

Bob Kierlin’s knack for knowing where spend would earn a return - without using consultants or fancy math - is legendary.

https://t.co/i5km8OopLO
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Special Situations 🌐 Research Newsletter (Jay)
Christopher Hohn's stock portfolio. Chris was a star at Perry Capital and started the Children's Fund TCI thereafter...

He tends to invest in monopolies and oligopolies...

Top Holdings include:
$goog
$msft
$cni
$cp
$v
$mco
$bxp
$chtr
$unp https://t.co/lsPwQW7e2J
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Special Situations 🌐 Research Newsletter (Jay)
US NAHB housing index just recorded its 8th monthly straight decline - last time it happened was in 2007. And with housing affordability at 33-year lows, this is likely going to get worse. Housing could be in for multi-year downturn. $XHB $PHM $TOL $HOV $DHI $BZH $LGIH $HD $LOW https://t.co/wPWobNIcf3
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Special Situations 🌐 Research Newsletter (Jay)
Google searches for "firewood" in Germany:
$BOIL $UNG $LNG https://t.co/Xw3LByNAFH
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Tren Griffin
Wholesale transfer pricing =  the bargaining power of company A that supplies a unique "product" XYZ to Company B which may enable company A to take the profits of company B by increasing the wholesale price of XYZ. The "product" can be a sales channel.

https://t.co/3uSjaQspOq
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Morning Brew ☕️
HR when they're all out of ideas to boost morale: https://t.co/8ibQdwXv6i
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