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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Morning Brew ☕️
The top 10 highest grossing worldwide tours at midyear (via Pollstar)

1. Bad Bunny - $120.1M
2. Genesis - $72M
3. Elton John - $70M
4. BTS - $69.3M
5. Morgan Wallen - $58.3M
6. Eric Church -$56.3M
7. Eagles -$55M
8. John Mayer -$51.8M
9. Coldplay -$44.7M
10. Garth Brooks -$44.3M
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Special Situations 🌐 Research Newsletter (Jay)
BREAKING: Judge is going to allow $TWTR to expedite court case! Contrary to Musk wishes... $TSLA
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Santangel's Review
“Everything is, to some extent, a compromise. Not everything can be perfect.” – Jim Simons
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Paul Graham
"By one economist ’s estimate, more than 70 per cent of hunter-gatherer societies recognised private ownership over land or trees."

https://t.co/JnWLNrElX9
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Frederik Gieschen
RT @anthonyc3004: Really great read; @NeckarValue interviews @mjmauboussin

Reflections on the Investing Process with Michael Mauboussin - Compound Manual https://t.co/QUshgeVM1v
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Special Situations 🌐 Research Newsletter (Jay)
$NFLX thread, subscriber losses could be worse than 2mn
https://t.co/aggewKzzBd
1/ What has caused slowdown at $NFLX, a thread!

Netflix Inc.’s co-CEO is blaming recent slowdown at streaming service on multiple factors including inflation’s impact on household budgets, decline in smart TV sales due to supply chain constraints, and its departure from Russia. https://t.co/MzpaC2Put8 - Special Situations 🌐 Research Newsletter (Jay)
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Morning Brew ☕️
RT @CFOBrew: 🎉📥 Welcome to our second official week of CFO Brew—the newsletter that is here to help guide you and your finance team through an economic period that can best be described as “bonkers.”

At least we’ll never be bored?

Let's recap. 🧵👇

Sponsored by @NetSuite.
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Santangel's Review
"If everybody is doing it one way, there's a good chance you can find your niche by going exactly in the opposite direction." - Sam Walton
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Paul Graham
RT @brian_armstrong: Very true - employees who bring optimism to startups are automatically more valuable.

Be a shock absorber, not a shock amplifier. https://t.co/2v7QATGRlm
People tend to either bring positive energy to people around them at work, or require energy from others to stay positive.

Aside from specific skills, one of the things founders are desperately looking for is people who can help shoulder the positive energy burden with them. - Jack Altman
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