Artisanal Permanent Capital
Iโ€™ll quit Twitter at 10,000 followers. Please help me speed this up! ๐Ÿ˜‚
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Artisanal Permanent Capital
RT @business: Bernard Arnault is reorganizing his holding company as the French billionaire seeks to ensure long-term family control over LVMH, the luxury empire heโ€™s built https://t.co/u7KlBqweGe
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Paras Chopra
Written content has largely been commoditized, hasn't it?
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Shai Dardashti
RT @TimRunsHisMouth: Pelosi being asked if her husband ever insider traded today was literally the same thing as this classic Chappelle sketch... ๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ https://t.co/MBYTA0gXsH
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Offshore
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Jitendra Chawla, CFA
End of an era!
I have also personally benefited a lot from his interviews over the years. Hope he continues to share his wisdom and knowledge in some way.... https://t.co/o1a460Uze7
There's a scene in Boston Legal where Denny Crane snaps "I don't want your praise, I want your respect".

Praise or criticism, linked to being in or out of favour, isn't the point. In my book, no Indian investor earned more respect than Prashant Jain.
https://t.co/zxB8yrmwX8
- Buggy Human
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Offshore
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Bread Crumbs Research
Another connected fitness company... https://t.co/bOfO4Bj7w2
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Bread Crumbs Research
Anyone knows what is the cost of Factset?
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Special Situations ๐ŸŒ Research Newsletter (Jay)
ECB SURVEY SEES 2022 INFLATION AT 7.3% VS 6.0% SEEN 3 MONTHS AGO; 2023 SEEN AT 3.6% VS 2.4% - SPF
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Special Situations ๐ŸŒ Research Newsletter (Jay)
GERMAN BOND YIELDS EXTEND FALL AFTER GERMAN PMI DATA SHOWED BUSINESS ACTIVITY SHRANK IN JULY, 10-YEAR YIELD DOWN 12 BPS TO 1.10%
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Market lower after $SNAP earnings, $T consumer pmt issues & $ISRG miss. Earnings season isn't over & nxt week will be imp

Have an entire generation of buy-the-dippers b/c of the Fed. In long run bulls make money & bears sound smart, but biz cycle doesn't last only 6 mo either
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Paras Chopra
Idea: a twitter account that tracks what are all the founders who sold their companies for a bazzilion dollars are doing lately.
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Offshore
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Rolf Degen
It's easier to approach other people's problems with wisdom than one' s own. https://t.co/si7BKrvE6g https://t.co/JCRVv703My
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Paras Chopra
Many people want to make the world a better place, but only a few sit down to explicitly define what a better world looks like.
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Special Situations ๐ŸŒ Research Newsletter (Jay)
The real economy and the stock market are not the same...the business cycle just started to turn lower, whereas stocks (especially tech) have led the decline
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Special Situations ๐ŸŒ Research Newsletter (Jay)
GERMAN GOVT WILL TAKE 30% STAKE IN UNIPER UNDER BAILOUT DEAL
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Jim OShaughnessy
Two thoughts from Jerry Weintraub

โ€œDo not get attached to the world as it is. Because the world is changing something new is coming.โ€

โ€œYou can't "un-recognize" somethingโ€
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Paras Chopra
โ€œTo understand or predict what a rat will learn to do in a maze, one has to know both the rat and the mazeโ€

~Mowrer
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