Special Situations 🌐 Research Newsletter (Jay)
1/ SSR Macro Hot Take: The trade-weighted dollar is up 10%, which is equivalent to three rate hikes. Although the ECB’s hawkish hike halted the dollar’s rally, risks are skewed toward further dollar strength. The stronger dollar will help kill inflation and slow economic growth.
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1/ SSR Macro Hot Take: The trade-weighted dollar is up 10%, which is equivalent to three rate hikes. Although the ECB’s hawkish hike halted the dollar’s rally, risks are skewed toward further dollar strength. The stronger dollar will help kill inflation and slow economic growth.
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Offshore
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Morning Brew ☕️
Thinking about the fact that you'll have to do it all again on Monday https://t.co/FpTk7os4QE
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Thinking about the fact that you'll have to do it all again on Monday https://t.co/FpTk7os4QE
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Offshore
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Ethan Mollick
Failures to replicate results can often lead to more nuanced views of the world.
Does smiling🙂 make you happier? Early research said "yes.” A massive study couldn't replicate the results. But newer experiments suggest the effect is real, but only when you aren't being observed. https://t.co/P14fGucuX5
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Failures to replicate results can often lead to more nuanced views of the world.
Does smiling🙂 make you happier? Early research said "yes.” A massive study couldn't replicate the results. But newer experiments suggest the effect is real, but only when you aren't being observed. https://t.co/P14fGucuX5
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Jim OShaughnessy
"Founder-led companies tend to take more risks. They're more risk tolerant, less risk averse."
~@jasonfried
H/T @farnamstreet
https://t.co/QzmEaGSUvQ
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"Founder-led companies tend to take more risks. They're more risk tolerant, less risk averse."
~@jasonfried
H/T @farnamstreet
https://t.co/QzmEaGSUvQ
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Offshore
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Jim OShaughnessy
Fans of Robert Anton Wilson with discordian tendencies (but I repeat myself), this website is fun to peruse (Maybe):
https://t.co/IE8sjCTbvK
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Fans of Robert Anton Wilson with discordian tendencies (but I repeat myself), this website is fun to peruse (Maybe):
https://t.co/IE8sjCTbvK
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10-K Diver
Folks, this is in about 2 hours from now.
I hope to see you there. Let’s help each other become better investors! https://t.co/zGtMUQDXNy
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Folks, this is in about 2 hours from now.
I hope to see you there. Let’s help each other become better investors! https://t.co/zGtMUQDXNy
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 24) at 1pm ET.
In this episode, we’ll go over the basics of Capital Allocation — ie, how businesses can:
(1) raise cash opportunistically, and
(2) deploy cash intelligently.
Link: https://t.co/9lyYvyT9jM - 10-K Divertweet
Twitter
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 24) at 1pm ET.
In this episode, we’ll go over the basics of Capital Allocation — ie, how businesses can:
(1) raise cash opportunistically, and
(2) deploy cash intelligently.
Link:…
In this episode, we’ll go over the basics of Capital Allocation — ie, how businesses can:
(1) raise cash opportunistically, and
(2) deploy cash intelligently.
Link:…
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Tren Griffin
Here's a chart you don't see every day: https://t.co/AKVLLRMmBy https://t.co/SeRidIXMvr
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Here's a chart you don't see every day: https://t.co/AKVLLRMmBy https://t.co/SeRidIXMvr
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Johnathan Bi
Hitler was a vegetarian out of concern for animal welfare, a fact he was proud to repeatedly advertise over dinner parties.
I distrust those who parade their higher moral characters and values. Often, they are just using the cause itself as a moral weapon to laud over others.
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Hitler was a vegetarian out of concern for animal welfare, a fact he was proud to repeatedly advertise over dinner parties.
I distrust those who parade their higher moral characters and values. Often, they are just using the cause itself as a moral weapon to laud over others.
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sunil shah
$TSLA @montana_skeptic WHERE IS THE SEC 10Q FOR THE QTR 2 2022? Last qtr, the 10Q followed the 10K two days later, meaning 10Q should have been filed last Friday
Why the delay?
And as I await the release, to unravel the accounting acrobatics in Q2,
No 10Q filed, 4 days later?
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$TSLA @montana_skeptic WHERE IS THE SEC 10Q FOR THE QTR 2 2022? Last qtr, the 10Q followed the 10K two days later, meaning 10Q should have been filed last Friday
Why the delay?
And as I await the release, to unravel the accounting acrobatics in Q2,
No 10Q filed, 4 days later?
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M&A Focused CPA
Another great one from @rledbetterCPA .. begin with the end in mind and use a CPA who sees the big picture https://t.co/XB3Ml95NkZ
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Another great one from @rledbetterCPA .. begin with the end in mind and use a CPA who sees the big picture https://t.co/XB3Ml95NkZ
As a CPA to countless startups - one thing is certain: I can’t make the idea or company successful with good advice, but I can definitely make it harder to grow, manage, and sell with bad advice.
A 🧵 on some of the standard advice I give to startups: - Roger Ledbettertweet
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As a CPA to countless startups - one thing is certain: I can’t make the idea or company successful with good advice, but I can definitely make it harder to grow, manage, and sell with bad advice.
A 🧵 on some of the standard advice I give to startups:
A 🧵 on some of the standard advice I give to startups: