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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Offshore
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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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Offshore
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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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Morning Brew ☕️
the beloved boomer employee holding court with gen-z employees at the company function https://t.co/CxE2x4cqG1
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Frederik Gieschen
Fantastic piece on burnout by @ejames_c
Important topic and very well organized piece. Bookmark this.

"Burnout really consists of three dimensions: exhaustion, cynicism, and inefficacy.
It's a ‘stress experience within a social environment’." https://t.co/4dSVP1O5rU
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Special Situations 🌐 Research Newsletter (Jay)
Former New York City Mayor Bill de Blasio announced on Twitter that he is dropping out of the New York congressional race for the 10th district.

Thank you and goodnight.
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Taylor Pearson
RT @MutinyFunds: New pod with The Mutiny Team - @JasonMutiny & @TaylorPearsonMe!

Topics:

Complexity Economics
Sugarscapes
Adaptive Walks vs Random Jumps
Bullwhip Effects, and more!

https://t.co/M1QmamjgrT

Watch👇
https://t.co/AeI1xg534i
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Special Situations 🌐 Research Newsletter (Jay)
$MOND: On July 18, 2022, Mondee Holdings, Inc., received written notice from Nasdaq stating the Co has not complied with the requirements of IM-5101-2; did not demonstrate that it's stock had (a) min 1,100,000 Shares requirement in Listing Rule 5405(a)(2)
https://t.co/jMb6pZ34pN
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