FXHedge
TESLA'S BITCOIN DUMP LEAVES ACCOUNTING MYSTERY IN ITS WAKE; REMAINING POT OF DIGITAL ASSETS AS OF JUNE 30 WAS WORTH $218M, A REDUCTION OF MORE THAN ONE BILLION DOLLARS FROM THE PREVIOUS QUARTER: BBG
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Compounding Capital
Mistake I’ve made repeatedly is not selling when I no longer like a company because want to maintain equity exposure

Leads to selling later than I should or even swapping into new company to maintain exposure

Buy and sell decisions should be independent for long only portfolio
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Rolf Degen
The political right and left are, on balance, equally susceptible to conspiracy theories. https://t.co/v6PSjWMEvl https://t.co/3lCgoUv5ut
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Paul Graham
I love talking to YC founders from way back. Some of them have been running their companies for 10 years or more, and as well as being airline-captain confident are now walking encyclopedias about some chunk of the economy.
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Saj Karsan
Measuring America's trend towards political polarization https://t.co/gkIwVm0XyV
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Rolf Degen
Beer is good for your heart. https://t.co/uoa3109hGD https://t.co/PsKb8ck2Kb
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $AXTA, $NFI.TO, $CCR.L and $SNCR short

$AXTA pitch:
– Industrial coating firm, currently under-earning due to auto weakness and raw material inflation.
– Earnings are set to double to $3.0/share by 2025.
– #1 or #2 in its markets.
... 👇
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Jim OShaughnessy
Two thoughts from David R. Hawkins

"Beliefs are the determinants of what one experiences. There are no external 'causes.'"

"To become more conscious is the greatest gift anyone can give to the world; moreover, in a ripple effect, the gift comes back to its source."
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Paras Chopra
I’ve noticed that whenever my mind is not fully engaged, it goes through a series of random, brief flashes of memory.

It’s almost like the brain is simulating getting distracted by the series of diverse content we see in our timelines.
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Special Situations 🌐 Research Newsletter (Jay)
The spread between 10-year BTPs and 10-year bunds rose 19 bps on Thursday, but as the chart shows, it wasn’t so much that Italian bonds sold off as that Germany’s gained. The ECB’s new TPI tool for supposedly shoring up peripheral bonds failed to impress the market. #ECB https://t.co/ggw1tpg0V2
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Special Situations 🌐 Research Newsletter (Jay)
Two children have been diagnosed with monkeypox. One is a toddler in California and the other an infant who is not a U.S. resident but was tested while in Washington, D.C., according to the Centers for Disease Control and Prevention.
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Morning Brew ☕️
little miss first thing you read in the morning
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Special Situations 🌐 Research Newsletter (Jay)
Seth Klarman (Baupost) top 13F Holdings
$MU Micron
$GOOG Google
$DBX Dropbox
$INTC Intel
$LBTYA Liberty Global
$WTW Willis Towers
$VSAT Viasat
$QRVO Qorvo
$FISV Fiserv https://t.co/HuufHyhBDf
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Special Situations 🌐 Research Newsletter (Jay)
Really funny some of the interactions I have on this platform. Almost like talking to flat earthers! Hope you all are having a wonderful weekend!

https://t.co/3n9ULZYj0T https://t.co/cxONKXHxgc
How the ancient Greeks knew the Earth was round...

https://t.co/P0xSKr6NBm - Figen
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