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
Offshore
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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..
🤔🤔🤔
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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Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR gave Musk access to all the data he needed on SPAM accounts, and Musk still cancelled. Details from Delaware complaint part 3
51/ After Musk hit a cap of 100k queries on firehose access that $TWTR gave his team, Twitter increased this access to 10 million queries per month https://t.co/FK588hPhdO
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$TWTR gave Musk access to all the data he needed on SPAM accounts, and Musk still cancelled. Details from Delaware complaint part 3
51/ After Musk hit a cap of 100k queries on firehose access that $TWTR gave his team, Twitter increased this access to 10 million queries per month https://t.co/FK588hPhdO
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Special Situations 🌐 Newsletter (Jay Singh III)
Yesterday it was $MSFT layoff off people, and now $GOOGL releases this letter!
ALPHABET CEO, IN LETTER DATED JULY 12, SAYS "LIKE ALL COMPANIES, WE’RE NOT IMMUNE TO ECONOMIC HEADWINDS"
IN SOME CASES PAUSING DEVELOPMENT AND RE-DEPLOYING RESOURCES TO HIGHER PRIORITY AREAS
$GOOGL
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Yesterday it was $MSFT layoff off people, and now $GOOGL releases this letter!
ALPHABET CEO, IN LETTER DATED JULY 12, SAYS "LIKE ALL COMPANIES, WE’RE NOT IMMUNE TO ECONOMIC HEADWINDS"
IN SOME CASES PAUSING DEVELOPMENT AND RE-DEPLOYING RESOURCES TO HIGHER PRIORITY AREAS
$GOOGL
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Special Situations 🌐 Newsletter (Jay Singh III)
Mortgage applications decreased 1.7% w/w, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 8, 2022. This week’s results include an adjustment for July 4th. Lowest refi index since 2000 $xhb $dhi $phm $tol
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Mortgage applications decreased 1.7% w/w, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 8, 2022. This week’s results include an adjustment for July 4th. Lowest refi index since 2000 $xhb $dhi $phm $tol
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Ramneek
RT @WTCM3: surprising from a 2016 writeup on $BLK: "Had you bought BlackRock at the peak of the market on October 9, 2007, there wouldn’t have been a single day where your BlackRock holding, measured from its October 9th purchase date, would have cumulatively underperformed the S&P 500."
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RT @WTCM3: surprising from a 2016 writeup on $BLK: "Had you bought BlackRock at the peak of the market on October 9, 2007, there wouldn’t have been a single day where your BlackRock holding, measured from its October 9th purchase date, would have cumulatively underperformed the S&P 500."
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Rolf Degen
People intuitively prefer invisible-hand explanations of social phenomena over explanations that resort to intended goals. https://t.co/tzCNdhRycX https://t.co/fKeiMMHhUp
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People intuitively prefer invisible-hand explanations of social phenomena over explanations that resort to intended goals. https://t.co/tzCNdhRycX https://t.co/fKeiMMHhUp
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Morning Brew ☕️
New in! The @moneywithkatie collection is freshly stocked with everything from the Breadwinner Hat to Rich Girl Summer essentials. Shop now. https://t.co/aKgx3Sp65S https://t.co/2ijeSwZi2s
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New in! The @moneywithkatie collection is freshly stocked with everything from the Breadwinner Hat to Rich Girl Summer essentials. Shop now. https://t.co/aKgx3Sp65S https://t.co/2ijeSwZi2s
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