Special Situations 🌐 Research Newsletter (Jay)
Top EU leaders have left President Xi hanging over invitation to meet in Beijing later this yr, according to South China Morning Post, as tensions have risen

German Chancellor Scholz, French Pres Macron, Italian PM Draghi and Spanish PM Sánchez haven't agreed to go to Beijing
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Special Situations 🌐 Research Newsletter (Jay)
*INDIAN RUPEE DECLINES TO RECORD 80/USD AMID EMERGING MARKET STOCK OUTFLOWS $IFN $EPI $INDA $HDB $INFY $WIT $TTM https://t.co/m1NJWpjA0c
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Ensemble Capital
RT @multi_finance: @charliebilello @ycharts So many differences between 08’ and today.

But Mostly we don’t have enough housing https://t.co/2LJXGbQi3K
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Special Situations 🌐 Research Newsletter (Jay)
Dallas Federal Reserve Energy Survey; no words minced $xle $xop $oxy $uso $uco

https://t.co/bdBXO05h4r
Not sure if anyone read the last Dallas Federal Reserve Energy Survey ...but here is the special comments section...if you want to know how O&G is feeling...here you go https://t.co/dFYbT0eWj8 - Tracy (𝒞𝒽𝒾 )
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Ethan Mollick
The "kilogirl" was a first measure of computing speed, equal to the amount of math 1000 women can do per hour. Why?

During World War II, "computers" were women (& other discriminated-against groups) who calculated math tables. Today’s fastest 💻 runs at 7 quintillion kilogirls. https://t.co/HG7f1XRbAf
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FXHedge
EU TO CALL ON MEMBER STATES TO ‘IMMEDIATELY’ CUT GAS USAGE: FT
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Jitendra Chawla, CFA
These two dialogues from the movie "Tron : Legacy" carry the two most important lessons in investing.

Jeff Bridges channeling both Buffett and Munger https://t.co/cf3gwLI6Ne
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Paras Chopra
Achieve Your Goals: The Simple Trick That Doubles Your Odds of Success https://t.co/k4eQFovqt2

Learned today about this idea of "implementation intention"
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Rolf Degen
Children can envisage things that may happen in the future before it occurs to them that things that did happen in the past could have happened differently. https://t.co/0qMnWuFqfZ https://t.co/MOdORkP8xu
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $SHOP, $HBI and $HLF

$SHOP pitch:
– Write-up provides an overview of the recent developments that caused shares to drop from $166 to $39.
– Moves by $AMZN are encroaching on the company’s business.
... 👇
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Rolf Degen
People infer others' political leanings from their faces alone - and are willing to discriminate against those with dissenting faces. https://t.co/iyD8Xqol2w https://t.co/btC6wLDCPC
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Jitendra Chawla, CFA
Value investing mentioned in Bhagvat Gita...😀 https://t.co/EY3F434aKA
What is like poison in the beginning and nectar in the end, that happiness is declared sāttvika, a blessing born from clarity of one’s intellect.

भागवत गीता 18.37 - Sahil Kapoor
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