Offshore
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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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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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“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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Offshore
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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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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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Offshore
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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
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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 Valuetweet
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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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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Offshore
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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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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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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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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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Twitter
"You keep on learning and learning, and pretty soon you learn something no one has learned before" - Richard Feynman
Paul Graham
It's hard to stop up the holes through which something valuable flows. https://t.co/bxx3Etasso
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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 Ramanitweet
Twitter
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
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
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
What many don't understand is that U.S. is exporting inflation & addl Fed hikes will only make it worse as interest rate differentials force dollar to strengthen more into 3rd quarter. In EU, risk that higher rates will just slow economy w/o addressing inflation (staglfation). https://t.co/b4Nsbt859R
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What many don't understand is that U.S. is exporting inflation & addl Fed hikes will only make it worse as interest rate differentials force dollar to strengthen more into 3rd quarter. In EU, risk that higher rates will just slow economy w/o addressing inflation (staglfation). https://t.co/b4Nsbt859R
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