Special Situations 🌐 Research Newsletter (Jay)
RT @JeromySonne: The year is 2034. I kiss my wife goodbye as I leave my WeHouse for the WeBus to WeWork while she takes my son to WeLearn. I hear the WeCalltoprayer and pull out my WeWellness Mat and kneel to give homage to Miyoshi Son and Adam Neumann. Life is good for me. Life is good for We.
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Special Situations 🌐 Research Newsletter (Jay)
JPMORGAN $JPM AND BOFA $BAC ARE AMONG THE BANKS RETURNING TO RUSSIAN BOND TRADING.
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Special Situations 🌐 Research Newsletter (Jay)
What's coming next??

🇨🇳 CHINA REQUIRES ADDITIONAL POLICY STIMULI TO BOOST ECONOMIC GROWTH - PBOC-BACKED FINANCIAL NEWS.
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Special Situations 🌐 Research Newsletter (Jay)
The auto landscape will continue to change like it always has... https://t.co/JfW1IiXrYf
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Special Situations 🌐 Research Newsletter (Jay)
Elliott Management sold its entire stake in Twitter $TWTR in 2Q22. Filings are delayed, so don't know recent moves. Firm had $387M of Twitter on March 31. @elonmusk offered to buy Twitter at $54.20 on April 14.
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Special Situations 🌐 Research Newsletter (Jay)
July data out of China may force addtl stimulus:

Economy battles 0 Covid, weakening demand, housing slump

Retail sales 2.7%; est. 4.9%
Industrial output 3.8%, est. 4.3%
Home sales -28.6%
Property investment -12.3%
Crude steel output -6.4%

Youth unemployment 19.9%
$fxi $kweb
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Special Situations 🌐 Research Newsletter (Jay)
SOUTH KOREA AND THE US ARE TO HOLD JOINT MILITARY EXERCISES FROM AUGUST 22ND TO SEPTEMBER 1ST.
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Special Situations 🌐 Research Newsletter (Jay)
Big consumer week for earnings, shared thoughts in note to subs...
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Special Situations 🌐 Research Newsletter (Jay)
RT @Vinny_Daniel0: Men used to go to war now they discount cashflows using a 10% WACC without ever delevering beta.
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Special Situations 🌐 Research Newsletter (Jay)
RT @TaliaGold: really wanna meet Adam Neumann and see if he can hypnotize me too or if I’m powerful enough to resist
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Special Situations 🌐 Research Newsletter (Jay)
So, Russia is allying with North Korea and the US is doing military drills with South Korea. Is this going to lead to some sort of proxy war? Hope not...
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Morning Brew ☕️
Poor guy probably could've put down a mortgage with the money he spent on that

https://t.co/98ZtUwwyJi
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Tren Griffin
What investor is this? https://t.co/rSecDYBPsW https://t.co/QjAYeNDnM0
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Special Situations 🌐 Research Newsletter (Jay)
Hope people know what $GEO actually does before chasing because of a Burry filing from 3 months ago. It is a highly leveraged private prison company.

"GEO Group, Inc. operates private correctional facilities located mostly in the United States, but also in Australia, Canada, NZ"
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MastersInvest.com
'We believe that a strong case can be made that the ESPN business should be spun off..' Dan Loeb, 'Disney letter'

https://t.co/UFblrXCzyz
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Morning Brew ☕️
how it feels to find the perfect product for your needs https://t.co/oDPUy9aiHC
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Paul Graham
I've now met several companies with 20 years' runway, because they raised giant rounds when valuations were crazy a year ago, but haven't hired much. Never saw that before.
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