Special Situations 🌐 Research Newsletter (Jay)
In Iowa, biggest corn state, temps are forecast to hit 100 degrees. Major livestock-producing states, including Texas and Oklahoma, are expected to see temperatures hit 104 degrees over the weekend. In Oklahoma (cattle country), temps hit 114 F on Tuesday.
https://t.co/fwW1Qb2ToP
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In Iowa, biggest corn state, temps are forecast to hit 100 degrees. Major livestock-producing states, including Texas and Oklahoma, are expected to see temperatures hit 104 degrees over the weekend. In Oklahoma (cattle country), temps hit 114 F on Tuesday.
https://t.co/fwW1Qb2ToP
Heat & worsening drought in cattle state of Texas prompting ranchers to liquidate herds, exacerbating impacts soaring feed and fuel costs. Herd has fallen by 2mn head in the past year to 98.76 million, the smallest since 2015. Dashing hopes for price relief from high beef prices. https://t.co/WS6ylE6800 - Special Situations 🌐 Research Newsletter (Jay)tweet
Special Situations 🌐 Research Newsletter (Jay)
Volkswagen $VWAGY ousted Herbert Diess, architect of auto industry’s biggest electrification effort, after clashes with labor unions. Porsche boss Oliver Blume will take over, ending 4-year tenure in which Diess’s hard-nosed leadership repeatedly caused friction. Unfortunate.
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Volkswagen $VWAGY ousted Herbert Diess, architect of auto industry’s biggest electrification effort, after clashes with labor unions. Porsche boss Oliver Blume will take over, ending 4-year tenure in which Diess’s hard-nosed leadership repeatedly caused friction. Unfortunate.
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Henley global passport ranking, based on access and mobility https://t.co/L9Od0ie3Fy
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Henley global passport ranking, based on access and mobility https://t.co/L9Od0ie3Fy
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Offshore
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iinvested
2Q22 Oakmark Fund on $DIS, $ETSY, $MAS, $ORCL, $PH
https://t.co/3NqJCMR3ID
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/xky9fZCbqn
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2Q22 Oakmark Fund on $DIS, $ETSY, $MAS, $ORCL, $PH
https://t.co/3NqJCMR3ID
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/xky9fZCbqn
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Alex Brogan
RT @IAmClintMurphy: People think they can't get rich unless they were born rich.
Bullshit.
Here's how you can go from zero to millionaire:
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RT @IAmClintMurphy: People think they can't get rich unless they were born rich.
Bullshit.
Here's how you can go from zero to millionaire:
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Alex Brogan
RT @TMitrosilis: Navy SEALs are the most elite warriors on earth.
How do they become that way?
By developing an unbreakable mindset.
Here’s how they do it (and how you can, too): https://t.co/Xmcu8RnEfo
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RT @TMitrosilis: Navy SEALs are the most elite warriors on earth.
How do they become that way?
By developing an unbreakable mindset.
Here’s how they do it (and how you can, too): https://t.co/Xmcu8RnEfo
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Twitter
Navy SEALs are the most elite warriors on earth.
How do they become that way?
By developing an unbreakable mindset.
Here’s how they do it (and how you can, too):
How do they become that way?
By developing an unbreakable mindset.
Here’s how they do it (and how you can, too):
Jim OShaughnessy
Sometimes, you've just gotta suck it up and understand you're not going to be able to change HumanOS, but you can arbitrage it.
We all know how we OUGHT to behave with our investment process. We also know it rarely IS the way we behave.
Thus: raising money in bull markets. https://t.co/OMT2zDrsXw
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Sometimes, you've just gotta suck it up and understand you're not going to be able to change HumanOS, but you can arbitrage it.
We all know how we OUGHT to behave with our investment process. We also know it rarely IS the way we behave.
Thus: raising money in bull markets. https://t.co/OMT2zDrsXw
"The key to money management is raising money in bull markets."
@SuperMugatu talks about the behavioral risk in investing and how you are likely to raise your risk in bull markets, and reduce it during bear markets. https://t.co/Y8bNgxalLB - Infinite Loops 🎙tweet
Twitter
"The key to money management is raising money in bull markets."
@SuperMugatu talks about the behavioral risk in investing and how you are likely to raise your risk in bull markets, and reduce it during bear markets.
@SuperMugatu talks about the behavioral risk in investing and how you are likely to raise your risk in bull markets, and reduce it during bear markets.
Offshore
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Alex Brogan
RT @thealexbanks: New @throuthenoise episode live!
Backing the bold with @kwharrison13 Partner at @contrarycapital
• Investing at a late stage with operational complexity
• Understanding the economic engine of a company
• Managing founder risk
Listen now:
https://t.co/84DtdNeM4m https://t.co/zbHKyjkiYt
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RT @thealexbanks: New @throuthenoise episode live!
Backing the bold with @kwharrison13 Partner at @contrarycapital
• Investing at a late stage with operational complexity
• Understanding the economic engine of a company
• Managing founder risk
Listen now:
https://t.co/84DtdNeM4m https://t.co/zbHKyjkiYt
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Ramneek
RT @honam: @levie I did even better. Bought stock. First time ever. Only reason I had been paying attention was for recruiting (hoping lower prices loosens up engineers). These sorts of crashes are like gifts that the market gives you once in a while. Snap isn’t going away. DAUs beat expectations.
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RT @honam: @levie I did even better. Bought stock. First time ever. Only reason I had been paying attention was for recruiting (hoping lower prices loosens up engineers). These sorts of crashes are like gifts that the market gives you once in a while. Snap isn’t going away. DAUs beat expectations.
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Ramneek
RT @JerryCap: @plantmath1 Imagine being long Twitter the deal doesn't go through, it takes 12 or so months and one morning you wake up down 60%.
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RT @JerryCap: @plantmath1 Imagine being long Twitter the deal doesn't go through, it takes 12 or so months and one morning you wake up down 60%.
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Greg Walsh
RT @RohunJauhar: If you own a business you should hire a Virtual Assistant that you pay $5/hour.
If you don't, you're wasting your time on stuff that doesn't matter.
Here's the process I've created to find, interview, and manage great VA's after doing this for 6.5 years:
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RT @RohunJauhar: If you own a business you should hire a Virtual Assistant that you pay $5/hour.
If you don't, you're wasting your time on stuff that doesn't matter.
Here's the process I've created to find, interview, and manage great VA's after doing this for 6.5 years:
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