Special Situations 🌐 Research Newsletter (Jay)
We are doing 2 deep dives for next week; a European aerospace duopoly with 75% market share, growing earnings at 20%/year, and $HLLY, a higher quality U.S. specialty parts designer/manufacturer, and one of the few decent De-SPACs. Free for subscribers!
https://t.co/r7f3PlxC5V
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We are doing 2 deep dives for next week; a European aerospace duopoly with 75% market share, growing earnings at 20%/year, and $HLLY, a higher quality U.S. specialty parts designer/manufacturer, and one of the few decent De-SPACs. Free for subscribers!
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Special Situations 🌐 Research Newsletter (Jay)
Next week we are going to share another "boring" CEF muni fund trading at a large discount to Net Asset Value for arbitrage subs with a 30% potential total return.
Also running through our short screens for ideas before the Fed meeting next week!
https://t.co/r7f3PlxC5V
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Next week we are going to share another "boring" CEF muni fund trading at a large discount to Net Asset Value for arbitrage subs with a 30% potential total return.
Also running through our short screens for ideas before the Fed meeting next week!
https://t.co/r7f3PlxC5V
tweet
Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$TSLA shares up 4% after 2Q adj. EPS beats
-2Q revenue $16.9bn, est $16.88bn
-2Q FCF $621mn vs expectations of $625mn
-2Q EPS of $2.27 vs. exp $1.83/sh
- 2Q bitcoin conversions add $936mn in cash to the balance sheet, converted 75% of #Bitcoin
-Keeps delivery outlook unchanged https://t.co/9pNjWfFSIv
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$TSLA shares up 4% after 2Q adj. EPS beats
-2Q revenue $16.9bn, est $16.88bn
-2Q FCF $621mn vs expectations of $625mn
-2Q EPS of $2.27 vs. exp $1.83/sh
- 2Q bitcoin conversions add $936mn in cash to the balance sheet, converted 75% of #Bitcoin
-Keeps delivery outlook unchanged https://t.co/9pNjWfFSIv
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Offshore
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Morning Brew ☕️
There's a green turf war going on with $250 million at stake. @anishkmitra has the details. https://t.co/sGiPt11zW5
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There's a green turf war going on with $250 million at stake. @anishkmitra has the details. https://t.co/sGiPt11zW5
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Offshore
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Morning Brew ☕️
Tesla converted approx. 75% of Bitcoin purchases into fiat currency. https://t.co/GJpIEeN7ro
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Tesla converted approx. 75% of Bitcoin purchases into fiat currency. https://t.co/GJpIEeN7ro
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Clark Square Capital
RT @72types: Lou Simpson's GEICO shareholder letters.
Link: https://t.co/dTZgi9z5ht https://t.co/qVtf1HU3iC
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RT @72types: Lou Simpson's GEICO shareholder letters.
Link: https://t.co/dTZgi9z5ht https://t.co/qVtf1HU3iC
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Google Docs
Lou Simpson GEICO Letters.pdf
Offshore
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Greg Walsh
RT @J_M_Vogt: Will Thorndike plus two of the most successful search fund entrepreneurs of all time...
Looking to buy small businesses they can own forever...
You know I will be following along
Bristlecone Companies
https://t.co/kPkDkQ2K5U
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RT @J_M_Vogt: Will Thorndike plus two of the most successful search fund entrepreneurs of all time...
Looking to buy small businesses they can own forever...
You know I will be following along
Bristlecone Companies
https://t.co/kPkDkQ2K5U
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Offshore
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Dennis Hong
Good losses and bad losses h/t @JerryCap https://t.co/OaRklAZs79 https://t.co/hOTJtNB0j8
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Good losses and bad losses h/t @JerryCap https://t.co/OaRklAZs79 https://t.co/hOTJtNB0j8
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