Special Situations 🌐 Research Newsletter (Jay)
Arista Networks Inc. $ANET is upgraded to buy from hold at Needham, which writes that the communications-equipment company is “one of the most insulated from macro pressures in the sector.” Up 4%
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Paul Graham
Mediocrity is like a magnet pulling organizations toward it. You can only avoid it by constant effort.
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Special Situations 🌐 Research Newsletter (Jay)
Cinemark $CNK upgraded to overweight from equal-weight at $MS Morgan Stanley, with the return of consumers to theaters seemingly not reflected in its shares. The stock is up 11%. $AMC
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Special Situations 🌐 Research Newsletter (Jay)
Johnson & Johnson $JNJ shares flat after the health care giant’s Covid-19 vaccine sales came in at more than double the average analyst estimate.
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Paul Graham
RT @clairlemon: "The Flynn Effect is the name for a gradual increase in performance on IQ tests over the course of the 20th century...From 2021 to the present, Wikipedia has seen a steady series of removals of content about the Effect"

https://t.co/g4mqEFxNkX
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Artisanal Permanent Capital
You could listen to Axel Dumas (Hermès) for hours…

https://t.co/g8DpUtuVHc
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Five Minute Macro
Incredible scenes. https://t.co/jcz76wTZ4N
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Morning Brew ☕️
The Four Generations. https://t.co/Gd9fwnmFyK
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Special Situations 🌐 Research Newsletter (Jay)
RT @Gamingtrader37: All I do is punch up on Twitter, I never shy away from debate with anyone

The pattern ive seen often is experts tuck their tail and hate having to debate with logic

Most people just want to yap. One of the few people ive seen who always can back their thesis is @SpecialSitsNews
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Morning Brew ☕️
RT @MarketingBrew: Why does Reddit appear to block ads on r/islam, r/israel, and r/redhotchilipeppers, but not r/christianity and r/drunk?

@Ryanbarwick dives in. 👇 https://t.co/XW0HkRlmqb
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Morning Brew ☕️
RT @bizcasualpod: “There are different situations where different leadership styles may be more adaptive.”

Join @NoraKAli as she sits down with @susancain to discuss leadership in the workplace and how we can feel more human in an ever-changing work environment.

Presented by @RealVision. https://t.co/knh91bc9kB
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Compounding Capital
Buffett '07 letter outlines 3 biz models thru lens of ROIIC: "The Great, the Good and the Gruesome."

See's: "a dream business."

'72: $5M EBIT, $8M tang. cap, 60% ROTC

'07: $82M EBIT, $40M tang. cap, 105% ROTC

Just $32M incremental cap over 35 yrs to do $1.35B incremental EBIT https://t.co/1CHgkoALgQ
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Morning Brew ☕️
RT @ImpostersMB: When @jimweberseattle was diagnosed with cancer, he took the prognosis head on.

The @brooksrunning CEO joins @businessbarista to talk about navigating the biggest hurdles of his career, and how not dwelling on the negative has helped him succeed.

Wherever you get your podcasts. https://t.co/fwIzJB1fg3
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