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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Special Situations 🌐 Newsletter (Jay Singh III)
4 SSR Earnings Season Themes:
- $SPY 40%+ of earnings from abroad, strong dollar negative
- Recession/slowdown risk could be baked into outlooks
- Difficult comps could be problem for pandemic beneficiaries (2Q21 $SPY EPS up 90% y/y)
- Margin compression threat (labor, inputs)
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Meb Faber
Gross

🤮

cc @SEC_Enforcement https://t.co/91GfLG8pmz
Lol https://t.co/7A6ZVZOQTf - Ramit Sethi
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Morning Brew ☕️
The U.N. has released a new report in conjunction with World Population Day.

Of note:
-India will become the most populous nation next year, overtaking China
-In 1950 the world population stood at ~2.5B, by November that number will be 8B
-By 2100, we could reach 10.4B
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