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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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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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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Offshore
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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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Poor guy probably could've put down a mortgage with the money he spent on that
https://t.co/98ZtUwwyJi
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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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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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'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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Third Point Investors Limited
Portfolio Updates - Third Point Investors Limited
Offshore
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Ethan Mollick
The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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Offshore
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Oddball Stocks Newsletter
RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
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RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
David Einhorn – Why Value Is Ripping! https://t.co/yYBALoR41z - Acquirer’s Multiple®tweet
Oddball Stocks Newsletter
RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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Offshore
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Ethan Mollick
Lots of investors look for super-intense founders, but the level of intensity that founders feel matters less than having all founders with the same level of intensity. But it works better if they are passionate about different things (inventing, building) https://t.co/40JV6EqtNd https://t.co/wBLsCA682a
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Lots of investors look for super-intense founders, but the level of intensity that founders feel matters less than having all founders with the same level of intensity. But it works better if they are passionate about different things (inventing, building) https://t.co/40JV6EqtNd https://t.co/wBLsCA682a
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