Kevin G.
Beyond excited for this. Nathan is a legit genius.

https://t.co/77WfVfGEUv
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Bread Crumbs Research
What would be QUALITATIVE signs for you that software stocks have bottomed?
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Paul Graham
"If only I didn't have lice, life would be just about perfect right now."

— Jessica
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Morning Brew ☕️
looking for that one file you misplaced

https://t.co/NWVAw6QY8N
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Bread Crumbs Research
RT @YHamiltonBlog: 9th issue of AGB in 2022 is Roper Technologies $ROP

-Serial acquirer of leading businesses in defensible niches
-CRI based acquisitions + decentralized model
-Reinvestment rate is important for growth

Would appreciate a like/retweet. Thanks for reading!

https://t.co/mepVgtT65J
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Morning Brew ☕️
RT @MarketingBrew: We hear you: Streaming ads are WAY too loud. 📣

So why isn't there an easy fix? @kelseymsutton explains. 👇 https://t.co/6iZ7odkIRN
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Rihard Jarc
My article on $META and its challenges is out.

- The rise of TikTok and what it means for $META,
- The Apple privacy change problems and monetization
- The Metaverse and its cash burn.

I also talk about the valuation and what is reflected in it.

https://t.co/zCRjJ0Y6FB
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Special Situations 🌐 Newsletter (Jay Singh III)
Small lumber bankruptcy, but J.T. Shannon lumber just filed for bankruptcy in Mississippi #HousingCrisis $XHB $PHM $DHI $TOL $HOV $NVR $MDC $LGIH $LEN $MHO
https://t.co/5P1jZpmUz0
https://t.co/pArHV3t5Ya https://t.co/oVVgqrhwUR
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Special Situations 🌐 Newsletter (Jay Singh III)
BlackRock $BLK has gone underweight developed-market stocks in the near term as the risk of stalling growth rises. “We are braving a new world of heightened macro volatility and higher risk premia for both bonds and equities.”
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Morning Brew ☕️
no more threads

society has progressed past the need for threads https://t.co/7l8Y5Q1vGQ
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Morning Brew ☕️
when your favorite co-worker tells you they're taking vacation days https://t.co/7yvUjzCjko
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Santangel's Review
“Two thirds of acquisitions don’t work. Ours work because we don’t try to do acquisitions — we wait for no-brainers.” - Charlie Munger
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