Special Situations 🌐 Research Newsletter (Jay)
More lockdowns will test Xi's govt:
New Covid-19 cases in China jumped to 700, w/ more infectious strains continuing to test country’s hardline approach as outbreaks spread beyond major cities.
Highest daily tally since May 22 -- after >1k infections over the weekend $BABA $KWEB
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More lockdowns will test Xi's govt:
New Covid-19 cases in China jumped to 700, w/ more infectious strains continuing to test country’s hardline approach as outbreaks spread beyond major cities.
Highest daily tally since May 22 -- after >1k infections over the weekend $BABA $KWEB
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Special Situations 🌐 Research Newsletter (Jay)
China is set to post record drop in $LNG imports this year, which will return Japan to top spot as biggest buyer of seaborne fuel, according to Wood Mackenzie Ltd.
Research firm expects cargoes to fall 14% to 69mn tons in 2022, only 2nd decline since China began imports in 2006
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China is set to post record drop in $LNG imports this year, which will return Japan to top spot as biggest buyer of seaborne fuel, according to Wood Mackenzie Ltd.
Research firm expects cargoes to fall 14% to 69mn tons in 2022, only 2nd decline since China began imports in 2006
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Special Situations 🌐 Research Newsletter (Jay)
Rent's haven't peaked...even if some commodities have... https://t.co/HdOIrRATPP
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Rent's haven't peaked...even if some commodities have... https://t.co/HdOIrRATPP
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MastersInvest.com
'I think you judge mgmt by two yardsticks:
1) how well they run the business
2) how well that they treat their owners
It’s interesting how often the poor managers turn out to be the ones that don’t think that much about shareholders. The two often go hand in hand.' W Buffett
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'I think you judge mgmt by two yardsticks:
1) how well they run the business
2) how well that they treat their owners
It’s interesting how often the poor managers turn out to be the ones that don’t think that much about shareholders. The two often go hand in hand.' W Buffett
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Special Situations 🌐 Research Newsletter (Jay)
Mining giant $BHP has joined rival $RIO in signaling more turbulence to come for commodities producers as costs balloon & demand for everything from iron ore to copper hits headwinds.
World’s biggest miner warned Tuesday of an “overall slowing of global growth” $FCX $SSCO
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Mining giant $BHP has joined rival $RIO in signaling more turbulence to come for commodities producers as costs balloon & demand for everything from iron ore to copper hits headwinds.
World’s biggest miner warned Tuesday of an “overall slowing of global growth” $FCX $SSCO
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Saj Karsan
RT @stephenfgordon: You know, if the NDP is going to blame corporate greed for the above-target inflation we see now, why didn't they thank corporations for their generosity when inflation was below target during the 2010's?
It seems only fair.
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RT @stephenfgordon: You know, if the NDP is going to blame corporate greed for the above-target inflation we see now, why didn't they thank corporations for their generosity when inflation was below target during the 2010's?
It seems only fair.
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Special Situations 🌐 Research Newsletter (Jay)
Chinese residents getting sick and tired of lockdowns in series of videos below. Can anyone verify or have more information?
THX @JLinWins
https://t.co/1vFRrb6M5U
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Chinese residents getting sick and tired of lockdowns in series of videos below. Can anyone verify or have more information?
THX @JLinWins
https://t.co/1vFRrb6M5U
China🇨🇳，Shenzhen city.
These residents breaking through the cordon of the police to escape from lockdown.
Why?
Because lockdown in China means you may starve to death in your home.
2022-07-18 Midnight https://t.co/OhdNkGuUVm - Songpinganqtweet
Twitter
China🇨🇳，Shenzhen city.
These residents breaking through the cordon of the police to escape from lockdown.
Why?
Because lockdown in China means you may starve to death in your home.
2022-07-18 Midnight
These residents breaking through the cordon of the police to escape from lockdown.
Why?
Because lockdown in China means you may starve to death in your home.
2022-07-18 Midnight
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Special Situations 🌐 Research Newsletter (Jay)
Warren Buffett's $BRK now owns 20% of Occidental Petroleum $OXY. Buffett has continued to buy up the float between July 14-16. $BRK purchased 1.94 million shares for $112 million in the Texas-headquartered upstream energy company last week. $USO $XLE $XOP
https://t.co/A8prNA1X5R
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Warren Buffett's $BRK now owns 20% of Occidental Petroleum $OXY. Buffett has continued to buy up the float between July 14-16. $BRK purchased 1.94 million shares for $112 million in the Texas-headquartered upstream energy company last week. $USO $XLE $XOP
https://t.co/A8prNA1X5R
Occidental Petroleum $OXY, "Warren Buffett's energy pick", valuation model incl commodity price deck that you can change to see 2023e/2024e valuations, historical financials, projections, comps, valuation & sensitivity analysis. $XLE
Free to subscribers!
https://t.co/8gRjk7pssp - Special Situations 🌐 Research Newsletter (Jay)tweet
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Special Situations 🌐 Research Newsletter (Jay)
Buffett is "buying the dip" in energy stonks: $OXY
https://t.co/WGqBCCrvX2 https://t.co/YysW2U2an5
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Buffett is "buying the dip" in energy stonks: $OXY
https://t.co/WGqBCCrvX2 https://t.co/YysW2U2an5
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