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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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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Morning Brew ☕️
Tesla converted approx. 75% of Bitcoin purchases into fiat currency. https://t.co/GJpIEeN7ro
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FXHedge
TESLA CONVERTED ABOUT 75% BITCOIN PURCHASES INTO FIAT CURRENCY $936M worth dumped
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Special Situations 🌐 Research Newsletter (Jay)
*CARNIVAL CORP $CCL COMMENCES OFFERING OF $1 BLN SHARES --> TOO MUCH LEVERAGE
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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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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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Dennis Hong
Good losses and bad losses h/t @JerryCap https://t.co/OaRklAZs79 https://t.co/hOTJtNB0j8
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Taylor Pearson
Fun little story about young Stalin.

"From each according to his ability, to each according to his needs" https://t.co/qBz0LyqaHd
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