Offshore
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Ethan Mollick
Marketing and R&D departments live in different โ€œthought worlds;โ€ they literally understand the world in different ways and this leads to major coordination issues. A solution is equal numbers of marketing and engineering managers on new product teams. https://t.co/VqfvAvsj7M https://t.co/Iuo1fEvd2y
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Elon may have to make a $4.20/share offer for $SNAP and then back out when he "discovers all the fake accounts"
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Offshore
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Morning Brew โ˜•๏ธ
poor little guy https://t.co/SvqNpRARc6
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Offshore
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Morning Brew โ˜•๏ธ
When meetings go over. (ft. @dhtoomey) https://t.co/u1EaIgyBwt
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Morning Brew โ˜•๏ธ
Doing important research...which summer stone fruit are you going with?
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M&A Focused CPA
Price is what you pay, value is what you get.

Retweet this and I'll send you a document outlining:

1. several CPA-approved business valuation methods
2. an outline of value drivers for SMBs.

(must be following so I can DM you)
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Morning Brew โ˜•๏ธ
What's the one thing that would get you back into the office?
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Just shared a new potential spec merger arb idea (no formal agreement yet), trading not too far from unaffected price. Based on precedents, an offer could be weeks away at a 25%+ premium if financing markets don't completely shut down.
https://t.co/r7f3PlxC5V
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Well, that was fast!
https://t.co/yMNS5vjKWr
Slowly, the market will realize that collapsing service PMIs will mean much worse 3Q22 earnings than 2Q - Special Situations ๐ŸŒ Research Newsletter (Jay)
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FXHedge
RUSSIA WILL NOT SUPPLY OIL TO COUNTRIES THAT IMPOSE PRICE CAP, C-BANK SAYS -RTRS
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Offshore
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Morning Brew โ˜•๏ธ
me avoiding all meeting requests today

https://t.co/zuhIatqOHA
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Special Situations ๐ŸŒ Research Newsletter (Jay)
BIDEN'S COVID SYMPTOMS HAVE IMPROVED, BIDEN'S PHYSICIAN SAYS
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Offshore
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Dr. Rhonda Patrick
Compounds found in the pigment of berries reduce cholesterol and triglycerides.

Anthocyanin supplementation decreased total cholesterol (โฌ‡๏ธ24.06 mg/dL), LDL (โฌ‡๏ธ22.10 mg/dL) and triglycerides (โฌ‡๏ธ26.14 mg/dL) compared to placebo.

Meta-analysis of 6 trials.
https://t.co/XWWqmY0YtF
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Another CEO defection, almost 1,400 CEOs have quit over the last year $VWAGY:

Volkswagen AG CEO Herbert Diess will leave the groupโ€™s management board to be replaced with current Porsche CEO Oliver Blume. 

Diess will vacate his post by Sept. 1, the co said Friday.
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FXHedge
WHITE HOUSE TO ANNOUNCE ADDITIONAL $270 MLN FOR UKRAINE WEAPONS
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