Special Situations 🌐 Research Newsletter (Jay)
Using commodities as a proxy for inflation is like using $FAZE as an advertising revenue proxy for Youtube/ $GOOG
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Morning Brew ☕️
Introverts preparing for their next Zoom meeting just to say "no updates on my end" https://t.co/URL0t1X3tV
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iinvested
2Q22 Baron Small Cap Fund on $GTLS, $SPT
https://t.co/89JGtyJkSb

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/GZXYIIf2lL
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Special Situations 🌐 Research Newsletter (Jay)
Wild day for high short-interest meme stocks:
$EAR +77% (had positive FDA news)
$BBIG +59%
$GBOX +55%
$BCAB +48%
$FUBO +45%
$SKYT +33%
$IONQ +32%
$KIRK +31%
$PRTY +29%
$BBBY +28%
$BLND +29%
$QRHC +28%
$NVTS +26%
$GLBE +24% (high multiple tech, 10% SI)
$REAL +23%
$FXLV +22% https://t.co/Rr9h9Vsqrr
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Taylor Pearson
RT @choffstein: At the risk of annoying @WayneHimelsein, I wanted to highlight this section of his monthly letter.

In my original rebalance timing luck paper, I pointed out that benchmarks can benefit from RTL (Image #1)

Convexity makes RTL impact explode.

Wayne discusses nicely (#2 & #3) https://t.co/Ii1aC4HDmz
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Special Situations 🌐 Research Newsletter (Jay)
$WMT is predominantly a food retailer, over 50% of sales are in grocery, and it is winning share from smaller retailers as middle income consumers trade down to go to Walmart instead of other stores like $TGT. Also benefitting from inflation. Let's see how other retailers fare!
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Dennis Hong
Food https://t.co/c5E64qqLDe
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Ensemble Capital
There's some really insightful analysis on the @EconoFactOrg blog. This data on paid days worked from home going from 5% pre COVID to a stable 40% today is a good way to visual what's happened. https://t.co/ogydK739WG https://t.co/r5LevTBdIo
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Special Situations 🌐 Research Newsletter (Jay)
1/ $LTRY "lost $130mn". Following a report on the findings of the independent investigation, on June 30, 2022, the Board terminated the employment of Ryan Dickinson as the Company’s President, Treasurer and Chief Financial Officer, effective July 1, 2022.
https://t.co/iYUA2AlRIQ https://t.co/vhFAE4ucXk
$LTRY bad news keeps coming (resignations or firings of 3 execs; internal investigation re: legal compliance; cash crush; furloughed employees; accounting problems, etc). Not surprising the online lottery biz missed the 10Q deadline.

https://t.co/ntuC51DLkw - Nicola M. White
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Morning Brew ☕️
acting surprised when my boss formally announces what my coworkers and I have been gossiping about for weeks https://t.co/VhNH2PolSn
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