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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Paul Graham
RT @fermatslibrary: "You keep on learning and learning, and pretty soon you learn something no one has learned before" - Richard Feynman https://t.co/kzlRJF0QcT
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Paul Graham
It's hard to stop up the holes through which something valuable flows. https://t.co/bxx3Etasso
Saudi Arabia more than doubled its purchase of Russian fuel oil in the months after the Ukraine war began

Saudi Arabia is defying US pressure as it wants to free up its crude for export and use discounted Russian fuel oil for summer cooling - Samuel Ramani
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