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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Morning Brew ☕️
when a phone starts ringing in the office https://t.co/hGbfM4KvnY
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Mostly Borrowed Ideas
Which of these is most likely to be "value trap" in 3 years?
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Meb Faber
Y'all hear about anyone with the cajones to buy zero coupon bonds here?

Looks like a ~40% drawdown currently...
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Kevin G.
RT @MadThunderdome: I always find it amusing how few people, including professional investors, weight the odds valuation puts on a business. Important not to overweight it too much either, but this is why value investing when done thoughtfully works.
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Special Situations 🌐 Newsletter (Jay Singh III)
Love how $SHOP trades like a 5 beta penny stock...it has become a trading vehicle more than anything else... https://t.co/SLN5dJii4D
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Morning Brew ☕️
if we text you "☕️" it means it's time to read today's edition of Morning Brew
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James (is looking for a prod role)
Do I know anyone who works at Figma?
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