Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $AXP short, $GHG, $AEP and $VITL
$AXP short pitch:
– Investors misunderstand earnings profile - AXP became just another lending business as non-interest income declined 90% from 2007 peak.
– Way too high valuation at 20x EBIT
... 👇
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New investment ideas from VIC 👇
Incl: $AXP short, $GHG, $AEP and $VITL
$AXP short pitch:
– Investors misunderstand earnings profile - AXP became just another lending business as non-interest income declined 90% from 2007 peak.
– Way too high valuation at 20x EBIT
... 👇
tweet
Offshore
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Ethan Mollick
Comic books show us keys to creative success: the team structure of writers matters a lot! Diverse teams produce comics with the highest variance: they are either among the best or the worst performers. And teams outperform solo authors, unless those solo authors have experience. https://t.co/RSqy6iwZ4E
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Comic books show us keys to creative success: the team structure of writers matters a lot! Diverse teams produce comics with the highest variance: they are either among the best or the worst performers. And teams outperform solo authors, unless those solo authors have experience. https://t.co/RSqy6iwZ4E
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Offshore
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Morning Brew ☕️
For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
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For the first time in 33-years, you’re going to see a beer commercial in the Super Bowl that’s not from Anheuser-Busch.
After ending their exclusive partnership with the NFL, competitor Molson Coors, maker of Coors Light and Miller Lite, promptly purchased a 30-sec ad. https://t.co/aqfgVwvR2K
tweet
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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$GRRR, former $GLSPT retreating after low float SPAC squeeze. Just creates more short opportunities in the future (never involved). https://t.co/mTJnnts5t1
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Offshore
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Morning Brew ☕️
Could we see Beyonce hit the "She's Buff" dance real soon?
Probably not, but Beyonce and her entire music catalog are now on TikTok. In less than 24 hours after joining, Beyonce has amassed over 3.5 million followers, and highlights how important TikTok has become for artists. https://t.co/CJG0eNGuf3
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Could we see Beyonce hit the "She's Buff" dance real soon?
Probably not, but Beyonce and her entire music catalog are now on TikTok. In less than 24 hours after joining, Beyonce has amassed over 3.5 million followers, and highlights how important TikTok has become for artists. https://t.co/CJG0eNGuf3
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Offshore
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Frederik Gieschen
Jim Simons wasn't the first one to build a campus of researchers and traders to try and beat the market.
In the 1970s, Helmut Weymar founded Commodities Corporation, a “trading university” which spun out, seeded, or influenced many traders like Bruce Kovner and Paul Tudor Jones. https://t.co/X7cxZnpdHR
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Jim Simons wasn't the first one to build a campus of researchers and traders to try and beat the market.
In the 1970s, Helmut Weymar founded Commodities Corporation, a “trading university” which spun out, seeded, or influenced many traders like Bruce Kovner and Paul Tudor Jones. https://t.co/X7cxZnpdHR
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Dalius - Special Situation Investments
$VG merger approved by the CFIUS.
+14% merger arb gains in 2 months.
This is what we said to SSI subscribers:
- Ericsson's CEO is optimistic and reiterated the expected merger closing in H1 2022/
- Till the recent general market sell-off, the spread used to be around 5% only.
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$VG merger approved by the CFIUS.
+14% merger arb gains in 2 months.
This is what we said to SSI subscribers:
- Ericsson's CEO is optimistic and reiterated the expected merger closing in H1 2022/
- Till the recent general market sell-off, the spread used to be around 5% only.
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
RT @DLineMinutes: 3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation #rates #growth https://t.co/OXrGD3QwEy
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RT @DLineMinutes: 3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation #rates #growth https://t.co/OXrGD3QwEy
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Twitter
3/4s of the advance last month was due to goods, especially energy.
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation…
Prices of goods climbed 2.4% in June, the most in three months.
Prices of goods rose a record 17.9% YoY.
Services prices gained 0.4% or 7.7% YoY, after a bigger 0.6% gain in May.
#inflation…
Special Situations 🌐 Newsletter (Jay Singh III)
RT @eliant_capital: Translation: Demand is slowing. $TSLA https://t.co/ZnfScmPXC4
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RT @eliant_capital: Translation: Demand is slowing. $TSLA https://t.co/ZnfScmPXC4
ELON MUSK SAYS "IF INFLATION CALMS DOWN, WE CAN LOWER PRICES FOR CARS" - TWEET
$TSLA - *Walter Bloombergtweet
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ELON MUSK SAYS "IF INFLATION CALMS DOWN, WE CAN LOWER PRICES FOR CARS" - TWEET
$TSLA
$TSLA