Special Situations 🌐 Research Newsletter (Jay)
Elon is filing a countersuit against $TWTR (delay tactic), but his actions in court better be smarter than this?
https://t.co/ASDNdxFYo1
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Elon is filing a countersuit against $TWTR (delay tactic), but his actions in court better be smarter than this?
https://t.co/ASDNdxFYo1
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 🌐 Research Newsletter (Jay)tweet
Tren Griffin
RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occur every year). This resulted in “Operating” EPS of $7.93 last year, after a robust 9% tax rate. https://t.co/2TTa4zhSYE
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RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occur every year). This resulted in “Operating” EPS of $7.93 last year, after a robust 9% tax rate. https://t.co/2TTa4zhSYE
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Twitter
RT @WallStCynic: (2) FY 2021 Pre-tax GAAP Income of $4.8B became Pre-tax “Operating” Income of $7.9B, after “adjustments”(most of which occ…
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Special Situations 🌐 Research Newsletter (Jay)
China has sold >$100 billion of US Treasuries in the last 6 months; 6th straight month of selling!
Chinese UST holdings are now below $1 trillion for the first time since 2010!
If Japan and China are not buying, then who is going to when QT accelerates? https://t.co/OexFihHtrm
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China has sold >$100 billion of US Treasuries in the last 6 months; 6th straight month of selling!
Chinese UST holdings are now below $1 trillion for the first time since 2010!
If Japan and China are not buying, then who is going to when QT accelerates? https://t.co/OexFihHtrm
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Special Situations 🌐 Research Newsletter (Jay)
Apple was one of the drivers for the $QQQ intraday reversal
Apple $AAPL was hit with an antitrust lawsuit over Apple Pay, accused of using its market power in the mobile device industry to fend off competition. EU preliminary probe found Apple abused its dominant position.
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Apple was one of the drivers for the $QQQ intraday reversal
Apple $AAPL was hit with an antitrust lawsuit over Apple Pay, accused of using its market power in the mobile device industry to fend off competition. EU preliminary probe found Apple abused its dominant position.
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Paul Graham
Our general m.o. with design was to be low-key, but we'd probably have made the sign bigger if we'd realized it would so often be used in this way. https://t.co/sRkcj7tXtP
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Our general m.o. with design was to be low-key, but we'd probably have made the sign bigger if we'd realized it would so often be used in this way. https://t.co/sRkcj7tXtP
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Special Situations 🌐 Research Newsletter (Jay)
RT @The_Real_Fly: CHINA CALLS FOR WAR CRIMES INVESTIGATION INTO US AND UK
https://t.co/X43ANdwrZb
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RT @The_Real_Fly: CHINA CALLS FOR WAR CRIMES INVESTIGATION INTO US AND UK
https://t.co/X43ANdwrZb
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Special Situations 🌐 Research Newsletter (Jay)
Inflation expectations coming down; implications for Federal Reserve this year shared with subscribers:
https://t.co/r7f3PlxC5V https://t.co/0PqOnkxSGW
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Inflation expectations coming down; implications for Federal Reserve this year shared with subscribers:
https://t.co/r7f3PlxC5V https://t.co/0PqOnkxSGW
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Compounding Capital
$WCN makes improvement in ROIC and annual FCF/share growth targets part of LT comp.
And as @WTCM3 points out in below thread, $VRSK links LT comp to ROIIC. https://t.co/BBIyPH47r6 https://t.co/ISkE37TOXn
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$WCN makes improvement in ROIC and annual FCF/share growth targets part of LT comp.
And as @WTCM3 points out in below thread, $VRSK links LT comp to ROIIC. https://t.co/BBIyPH47r6 https://t.co/ISkE37TOXn
$MCD's inclusion of ROIC, ROIIC, and annual FCF conversion is pretty unique and an excellent disclosure in the 10-K I wish more companies would do.
ROIIC in particular is a really important metric that in many ways get to the heart of what every company should be focused on. https://t.co/BSVFzCcznA - Compounding Capitaltweet