MastersInvest.com
“As I talk about strengths and weaknesses in academic economics, one interesting fact you are entitled to know is that I never took a course in economics.” Charlie Munger
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“As I talk about strengths and weaknesses in academic economics, one interesting fact you are entitled to know is that I never took a course in economics.” Charlie Munger
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Funniest thing about $NOW: less than one month ago, a well known bank held a fireside chat with CFO Gina Mastantuono, and she reiterated confidence in the 2Q22 guidance. She was very bullish ServiceNow Impact...
Imagine how many other bullish executives may change their minds? https://t.co/ksg5Fmgo8E
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Funniest thing about $NOW: less than one month ago, a well known bank held a fireside chat with CFO Gina Mastantuono, and she reiterated confidence in the 2Q22 guidance. She was very bullish ServiceNow Impact...
Imagine how many other bullish executives may change their minds? https://t.co/ksg5Fmgo8E
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MastersInvest.com
"If we were in an oil stock, it’s because we think it offers a lot of value at this price, but it does not mean that we think the price of oil is going up. If we thought oil was going up, we could buy oil futures, which we actually did once...." Warren Buffett 2007
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"If we were in an oil stock, it’s because we think it offers a lot of value at this price, but it does not mean that we think the price of oil is going up. If we thought oil was going up, we could buy oil futures, which we actually did once...." Warren Buffett 2007
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MastersInvest.com
“If you want to get smart, the question you’ve got to keep asking is: Why? Why? Why? Why?” Charlie Munger
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“If you want to get smart, the question you’ve got to keep asking is: Why? Why? Why? Why?” Charlie Munger
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MastersInvest.com
"The worst thing that could happen with this company today is if we start playing a quarterly game." https://t.co/BEYFUBIgKg
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"The worst thing that could happen with this company today is if we start playing a quarterly game." https://t.co/BEYFUBIgKg
$RH long term investments and margins vs. home furnishing peers https://t.co/XXEEzCfS4w - Sleepwell 🛌tweet
Twitter
$RH long term investments and margins vs. home furnishing peers
MastersInvest.com
RT @RampCapitalLLC: You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are https://t.co/acbLLSmTLF
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RT @RampCapitalLLC: You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are https://t.co/acbLLSmTLF
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Twitter
You can’t tell me there isn’t other life forms out there currently dealing with a bear market like we are
Special Situations 🌐 Newsletter (Jay Singh III)
BofA's $SPY earnings expectations for 2Q have "come down more than avg cut of 4% in last 3 months, but excluding Energy cut has been deeper at 5%."
Why? Falling guidance ratio, ailing corp sentiment, slowing signs in consumption & industrial activity, negative economic surprises
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BofA's $SPY earnings expectations for 2Q have "come down more than avg cut of 4% in last 3 months, but excluding Energy cut has been deeper at 5%."
Why? Falling guidance ratio, ailing corp sentiment, slowing signs in consumption & industrial activity, negative economic surprises
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Special Situations 🌐 Newsletter (Jay Singh III)
KeyBanc analyst John Vinh lowered the firm's estimates on chipmakers Nvidia $NVDA and Advanced Micro Devices $AMD in a research note Tuesday.
The analyst reduced forecasts after its quarterly supply chain findings were mixed, but "mostly negative."
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KeyBanc analyst John Vinh lowered the firm's estimates on chipmakers Nvidia $NVDA and Advanced Micro Devices $AMD in a research note Tuesday.
The analyst reduced forecasts after its quarterly supply chain findings were mixed, but "mostly negative."
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Steven Kiel
RT @JamesMelville: This is such a fabulous photo. Reflections of Paris and the Eiffel Tower. I’m trying to find the source of this photo. Can anyone help? https://t.co/dPKdmtHJZv
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RT @JamesMelville: This is such a fabulous photo. Reflections of Paris and the Eiffel Tower. I’m trying to find the source of this photo. Can anyone help? https://t.co/dPKdmtHJZv
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Twitter
This is such a fabulous photo. Reflections of Paris and the Eiffel Tower. I’m trying to find the source of this photo. Can anyone help?
Special Situations 🌐 Newsletter (Jay Singh III)
1/ Just spent a couple hours reading and rereading $TWTR's lawsuit Verified Complaint with the Chancery Court of Delaware. Plaintiff summary below:
"Musk refuses to honor his obligations to $TWTR and SH because the deal he signed no longer serves his personal interests."
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1/ Just spent a couple hours reading and rereading $TWTR's lawsuit Verified Complaint with the Chancery Court of Delaware. Plaintiff summary below:
"Musk refuses to honor his obligations to $TWTR and SH because the deal he signed no longer serves his personal interests."
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Steven Kiel
RT @abroninvestor: This is an exceptional read. Wish I could draft like this! (and you don't have to agree with it all, but I'm tempted) No current $TWTR position, but obvious why the stock jumped 4%+ overnight (see @puppyeh1 comments past few days) https://t.co/8PU2nP6D3g
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RT @abroninvestor: This is an exceptional read. Wish I could draft like this! (and you don't have to agree with it all, but I'm tempted) No current $TWTR position, but obvious why the stock jumped 4%+ overnight (see @puppyeh1 comments past few days) https://t.co/8PU2nP6D3g
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www.documentcloud.org
TwitterMuskComplaint
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Rolf Degen
"Those who are more moral in the eyes of close others generally experience a greater sense of subjective well-being and meaning in life." https://t.co/TzutOlMulI https://t.co/ijYPxsyQhW
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"Those who are more moral in the eyes of close others generally experience a greater sense of subjective well-being and meaning in life." https://t.co/TzutOlMulI https://t.co/ijYPxsyQhW
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Bread Crumbs Research
👇 https://t.co/6Vg6vZYhGE
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👇 https://t.co/6Vg6vZYhGE
What if the bullwhip effect applies to rates as well; what if we should expect it in monetary policy and the economy..
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Probability on some mini cycles being the default if the grand masters don't just force us down one path? - John T. Bresnahantweet
Twitter
What if the bullwhip effect applies to rates as well; what if we should expect it in monetary policy and the economy..
🤔🤔🤔
Probability on some mini cycles being the default if the grand masters don't just force us down one path?
🤔🤔🤔
Probability on some mini cycles being the default if the grand masters don't just force us down one path?
Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR / Musk Lawsuit Threat, Part 2
26/ Twitter negotiated right to hire & fire employees at all levels, w/o Musk’s consent. Musk’s initial draft of would have deemed hiring & firing of employee at VP level or above a violation, but Twitter struck that provision before signing.
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$TWTR / Musk Lawsuit Threat, Part 2
26/ Twitter negotiated right to hire & fire employees at all levels, w/o Musk’s consent. Musk’s initial draft of would have deemed hiring & firing of employee at VP level or above a violation, but Twitter struck that provision before signing.
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Frank Taber
$BABA was fined $373,000 for subsidiaries not reporting deals.
The market response was a ~8% decline in the share price. A $24 Billion reduction in market value, from just $373,000 of fines.
Meanwhile $GME is up 10%+ on news of a stock split.
Efficient markets though right?
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$BABA was fined $373,000 for subsidiaries not reporting deals.
The market response was a ~8% decline in the share price. A $24 Billion reduction in market value, from just $373,000 of fines.
Meanwhile $GME is up 10%+ on news of a stock split.
Efficient markets though right?
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