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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Offshore
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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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Offshore
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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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Offshore
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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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Offshore
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Kevin G.
"Listen to their feet. Where are they going?"

- @wolfejosh using art and physics to explain how to spot trends before they get identified as trends (2005) https://t.co/e0wCTk9hKL
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Special Situations 🌐 Research Newsletter (Jay)
The worst fundamental stocks are up the most today...hope it continues so we can position appropriately
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Special Situations 🌐 Research Newsletter (Jay)
FX Trading is a dangerous game on leverage; we avoid it. Amateur traders are taking big risks: eToro saw a 79% increase in positions opened in euro-dollar market in the first 2 weeks of July compared to June, and a 136% increase y/y.
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Offshore
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Morning Brew ☕️
us when Bane storms the stock exchange and tanks our portfolio https://t.co/VG9AX4225P https://t.co/Ni5g1ffZnN
If rent in Gotham was 300 a month for a 3 bedroom would u move there? - ً
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Special Situations 🌐 Research Newsletter (Jay)
Most space companies won't survive without raising billions in dilutive equity, especially the ones charging to send individuals into space...not a sustainable business model $SPCE.
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