Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $RCII, $NEWR and $YTRA

$RCII pitch:
– Lease-to-own business at 7x normalized/conservative earnings.
– Sells through own B&M stores as well as partner’s stores/websites (VTLO).
– Conservative assumptions indicate 50-100% upside.
...👇
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Bread Crumbs Research
Euronet key metrics $eeft https://t.co/wNAyoyiiHU
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Frank Taber
What % of your portfolio is invested in small & micro-caps? (<$300m market cap)
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Bread Crumbs Research
No-BS letter from $post management https://t.co/pG9kFCnEZO
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Bread Crumbs Research
$musa https://t.co/Bm9WmX5y7z
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Bread Crumbs Research
$fcn culture https://t.co/liXE7K251P
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Steven Kiel
Everyone on fintwit should read. https://t.co/lRPGvE8hvE
Some light weekend reading.

With copy to those in focus.

@gnoble79 @leadlagreport @nic__carter @DaveHcontrarian @RaoulGMI @jimcramer @CathieDWood @profgalloway

https://t.co/oMJ108dK21 - Frank Mackey
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Rolf Degen
"People reliably report that their “true self”, the often-cited source of authenticity, is more moral and generally better than the true selves of others." https://t.co/pqBJWpWPA0 https://t.co/82pOtM1XZp
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Morning Brew ☕️
It's now 2022, and it is indeed cool. https://t.co/z4qF6XGjBh
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Rolf Degen
Male provisioning of oral sex to women is very uncommon in traditional and tribal human societies. https://t.co/tr7gRfDlAi https://t.co/O0X40oaB8O
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Ethan Mollick
You know the trick of pricing things so they end in $.99? It exploits left digit bias - a heuristic shortcut our brain uses to quickly assess a large number by focusing more on the leftmost (largest) digit.

This trick not only works, but it is more powerful than most suspect. 🧵 https://t.co/F2CIUbXYxZ
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