Offshore
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Frederik Gieschen
"Advice is probably overrated. People don’t really know how they did what they accomplished. They know the things they did, and they know the results, but they’ve only done it one time, they don’t really know which exact things were effective" @Noahpinion
https://t.co/aeNwCoM0a7
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"Advice is probably overrated. People don’t really know how they did what they accomplished. They know the things they did, and they know the results, but they’ve only done it one time, they don’t really know which exact things were effective" @Noahpinion
https://t.co/aeNwCoM0a7
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
earnings multiples for constituents of $XOP https://t.co/vw3hDQz5FP
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earnings multiples for constituents of $XOP https://t.co/vw3hDQz5FP
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MastersInvest.com
“If you wonder what getting and keeping the right employees has to do with getting and keeping the right customers, the answer is everything. Employees who are not loyal are unlikely to build an inventory of customers who care.” Frederick Reichheld, The Loyalty Effect
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“If you wonder what getting and keeping the right employees has to do with getting and keeping the right customers, the answer is everything. Employees who are not loyal are unlikely to build an inventory of customers who care.” Frederick Reichheld, The Loyalty Effect
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Offshore
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Ethan Mollick
Worth noting from one of the key researchers studying how management contributes to organizational growth… and decline. https://t.co/xgLGju30uf
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Worth noting from one of the key researchers studying how management contributes to organizational growth… and decline. https://t.co/xgLGju30uf
Zuck says he is "turning up the heat" on poor performers. Classic downward spiral:
Creates a climate of fear
Stigmatizes any employee who leaves for any reason now
Drives away top job candidates
Zuck's team caused @meta's problems, not weak underlings
https://t.co/r64xAkyYlV - Bob Suttontweet
Special Situations 🌐 Newsletter (Jay Singh III)
TWITTER $TWTR ASKS DELAWARE COURT TO SCHEDULE A FOUR-DAY TRIAL OVER ELON MUSK DEAL IN MID-SEPTEMBER -- COURT FILING
Getting spicy, thanks @FirstSquawk
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TWITTER $TWTR ASKS DELAWARE COURT TO SCHEDULE A FOUR-DAY TRIAL OVER ELON MUSK DEAL IN MID-SEPTEMBER -- COURT FILING
Getting spicy, thanks @FirstSquawk
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Meb Faber
We shouldn't be upset politicians don't understand basic personal finance and investing since we don't teach it in public schools.
If anyone deserves the Presidential Medal of Freedom, it's Bogle. Obscene. https://t.co/s6tYpxqadm
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We shouldn't be upset politicians don't understand basic personal finance and investing since we don't teach it in public schools.
If anyone deserves the Presidential Medal of Freedom, it's Bogle. Obscene. https://t.co/s6tYpxqadm
Today, in America, just three Wall Street firms – BlackRock, Vanguard and State Street - manage $22 trillion in assets. These three firms are major shareholders in more than 96 percent of S&P 500 companies. Obscene. - Bernie Sanderstweet
Twitter
Today, in America, just three Wall Street firms – BlackRock, Vanguard and State Street - manage $22 trillion in assets. These three firms are major shareholders in more than 96 percent of S&P 500 companies. Obscene.
Special Situations 🌐 Newsletter (Jay Singh III)
Emerging mkts are reliant on foreign investment & foreign capital, both of evaporate when dollar gains
Higher int rates make it harder for EM nations & cos to pay $-denominated debts
Worst-case scenario is greater risk of default
Weak USD incentive for cos to invest in EM $EEM
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Emerging mkts are reliant on foreign investment & foreign capital, both of evaporate when dollar gains
Higher int rates make it harder for EM nations & cos to pay $-denominated debts
Worst-case scenario is greater risk of default
Weak USD incentive for cos to invest in EM $EEM
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MastersInvest.com
“People want to work for a cause, not just a living. When there is alignment between the cause of the firm and the cause of its people, move over – because there will be extraordinary performance.” C.W. Pollard, ServiceMaster
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“People want to work for a cause, not just a living. When there is alignment between the cause of the firm and the cause of its people, move over – because there will be extraordinary performance.” C.W. Pollard, ServiceMaster
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Special Situations 🌐 Newsletter (Jay Singh III)
ServiceNow $NOW down $62/sh, 14% on profit warning. Took down $MSFT & many quality SaaS names. This earnings season going to be very exciting! We have been discussing strong dollar as a headwind to earnings as one of our 4 horsemen of the 2Q22 earnings apocalypse. More to come!
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ServiceNow $NOW down $62/sh, 14% on profit warning. Took down $MSFT & many quality SaaS names. This earnings season going to be very exciting! We have been discussing strong dollar as a headwind to earnings as one of our 4 horsemen of the 2Q22 earnings apocalypse. More to come!
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Special Situations 🌐 Newsletter (Jay Singh III)
Thanks my man!
https://t.co/ebe9i4mOXP
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Thanks my man!
https://t.co/ebe9i4mOXP
If you don’t follow these ppl you are doing yourself a disservice… @MomAngtrades @jfahmy @SpecialSitsNews… they just put on one of the best spaces!!! Ty so much for all the knowledge and insight…. Happy CPI Day Tomorrow!! 😂😂 https://t.co/uLiwZYavlN - Bobblehead (S)tweet
Twitter
If you don’t follow these ppl you are doing yourself a disservice… @MomAngtrades @jfahmy @SpecialSitsNews… they just put on one of the best spaces!!! Ty so much for all the knowledge and insight…. Happy CPI Day Tomorrow!! 😂😂