Special Situations 🌐 Research Newsletter (Jay)
Think the EUR/USD exchange rate could go <0.901.5%. It would completely shut off the industrial economy in Germany, as power would be diverted in the winter for citizens to heat their homes!
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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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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
$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 Capital
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FXHedge
MAN IN UNDERWEAR WALKS THROUGH CNBC SEGMENT ON LIVE TV -NYP https://t.co/3BccIKOL6J
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Compounding Capital
$VRSK thesis per Parnassus:

1) data analytics for insurance industry early in wave of moderninzing and moving to cloud, 30B records spanning 50+ years

2) 12% IRR next 2.5 yrs as EPS compounds 14%, multiple contracts from 32x to 27x

3) improved capital allocation and governance https://t.co/TgEH6hU0OY
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Special Situations 🌐 Research Newsletter (Jay)
Pinterest (PINS) 3-scenario valuation model includes valuation, financials, projections, comps & scenario analysis. Model was put together after Elliott Management revealed a 9% stake in July 2022.

Free to Silver & Gold subs:
https://t.co/r7f3PlxC5V

https://t.co/ZG9pxUTtAg
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Ethan Mollick
RT @emollick: We believe this is likely interesting. How we understand words of probability:
1) From a Reddit survey https://t.co/m5z2AP4k0p
2) From a sample of 1,700 people https://t.co/pgrtjclc2h
3) From the CIA handbook for intelligence analysts. Worth reading here: https://t.co/42AWffgd6f https://t.co/tzES9zyD68
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James (is looking for a prod role)
The “absence of representation is evidence of discrimination” mind virus is more contagious than Covid.
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Morning Brew ☕️
opening up your email inbox after a single day off https://t.co/XjrrKmFDxT
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Mostly Borrowed Ideas
Interesting how education may be prime for disruption in Metaverse, and ~75% of kids in developed world are already engaging in Metaverse.

@ballmatthew predicts it may take >15 yrs for the median person to be on Metaverse

Podcast (h/t @LibertyRPF)
https://t.co/lpL9LgxI0w https://t.co/z3Th2y4dtx
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