Morning Brew ☕️
Sunday night plans https://t.co/sGwNcuxDwu
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Paul Graham
RT @EricTopol: Epstein-Barr virus is the leading cause of multiple sclerosis
https://t.co/Q7aEwL45Zw
Summary of one of the most important advances in life science this year @ScienceMagazine
https://t.co/2tUgZrfxye https://t.co/8FjgOstXsu
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Ethan Mollick
Share the new US mental health hotline number: 988

How do we know it helps to share? Rap artist Logic’s song “1-800-273-8255” (the old number) prevented over 200 suicides due to increased use of the eponymous suicide hotline after prominent performances. https://t.co/9NbtTM0ghU https://t.co/hrlvDFg6jl
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MastersInvest.com
“We’re not one giant organisation. We’re twenty-seven hundred small businesses wrapped up into one big company. Society tell us, ‘You’re a big company, act like it! We say, ‘No!, You don’t get to define us, we define ourselves.” Lee Hein, CEO Fastenal

#smallness
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Special Situations 🌐 Newsletter (Jay Singh III)
Don't tell me Chinese inflation is only 2.5%...have some respect and use more realistic fake numbers, please! $BABA $PDD $JD $KWEB $FXI

*NEW ZEALAND INFLATION ACCELERATES TO 7.3%, FASTEST IN 32 YEARS
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Special Situations 🌐 Newsletter (Jay Singh III)
We will be doing a public Twitter $TWTR Spaces next Sunday, as our team has been focused on research today.
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Sidecar Partners
Reverse engineering successful companies like $TDG helps improve pattern recognition.

Decentralized operations
Centralized capital allocation
Smart incentives
Cost-conscious culture
Value-based pricing

A powerful recipe in nearly any industry.

https://t.co/yuNwGePtEi
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Compounding Capital
Great rebuttal of the data center short thesis by @310Value, especially with respect to interconnect.

My favorite exhibit is the one below, shows the importance of $EQIX in particular to the three major cloud providers. https://t.co/kfTLPc607C https://t.co/cpX3Lmv3fi
Didn't expect to write another substack article so soon, but had some motivation this week. Likely won't do another for a while. Enjoy this one on $EQIX.
https://t.co/152xHvstd0 - 3:10 Value
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Special Situations 🌐 Newsletter (Jay Singh III)
Reports that Chinese authorities are weighing in & guiding banks to ease credit flows to property developers saw steel prices rise 3.8% on Mon. Rally comes after mortgage defaults hit demand prospects for steel last week, bringing iron ore prices <$100/ton for 1st time in 7 mos
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Special Situations 🌐 Newsletter (Jay Singh III)
Telegraph: If gas deliveries from Russia do not begin flowing again soon, the ECB may well have a recession to tackle as well as surging Italian debt costs and record Eurozone inflation
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Special Situations 🌐 Newsletter (Jay Singh III)
The Federal Reserve blackout period started on July 16th until after the FOMC meeting. Bullard, Brainard, Waller, and others will be on mute! https://t.co/Sztza3WOg1
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FXHedge
HANG SENG TECH INDEX UP MORE THAN 3%
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Special Situations 🌐 Newsletter (Jay Singh III)
More concerned about earnings than Cramer at the opening bell of the NYSE tomorrow morning!
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