Meb Faber
Best Investment Writing Volume 6!

Today we kick off Episode 1 with @verdadcap with "Emerging Markets Crisis Investing"

https://t.co/FYQthi7Ym1 https://t.co/IUEUh844t3
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Morning Brew ☕️
"Ok boomer" https://t.co/q1j2R7yAon
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Morning Brew ☕️
when the work day is crawling https://t.co/iqh7sG7XLs
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Special Situations 🌐 Newsletter (Jay Singh III)
Market share of Blue Apron $APRN declining every year, is strategy to focus on higher prices and fewer customers? What is differentiation strategy? https://t.co/dz7DkfftPs
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Frederik Gieschen
Buffett on talent at Berkshire ('94): "Charlie and I have two jobs. We have to identify and keep good managers interested after we’ve figured out who they are." https://t.co/TgT6ssuDDe
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Special Situations 🌐 Newsletter (Jay Singh III)
*LIBYA LIFTS FORCE MAJEURE, REOPENS ALL OIL FIELDS: NOC CHAIR $USO $UCO
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Special Situations 🌐 Newsletter (Jay Singh III)
Same buyer of no premium $PRPB calls on opex. Looks like short term manipulation. Will revisit after redemption next week. https://t.co/J2QQ5uoyNw
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Special Situations 🌐 Newsletter (Jay Singh III)
$EVTL and $EVEX no profit air taxi/related companies could be interesting to do research on given accelerating cash burn: https://t.co/D7W48pFqlQ
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Morning Brew ☕️
explaining to your portfolio that it needs to go up for us to make money, not down https://t.co/Aej2YHIBiW
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