Offshore
Photo
Frank Taber
Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
tweet
Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
tweet
Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
tweet
A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
tweet
Offshore
Photo
Ethan Mollick
Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
tweet
Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
tweet
Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Home buyer cancellation rates increasing rapidly to 15% and hearing builder cancellation rates of up to 50% in places like Orlando. $xhb $hov $len $dhi $phm $kbh $wfc $rkt
https://t.co/e1FqXN6nPK
tweet
Home buyer cancellation rates increasing rapidly to 15% and hearing builder cancellation rates of up to 50% in places like Orlando. $xhb $hov $len $dhi $phm $kbh $wfc $rkt
https://t.co/e1FqXN6nPK
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
tweet
According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
tweet
Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
tweet
$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
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." - Special Situations 🌐 Newsletter (Jay Singh III)tweet