Bread Crumbs Research
"A CEO faced with 4 years at the helm with financial incentives is unlikely to act in the same way as an owner-manager with a multi-generational timescale." Marathon Asset Management
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Jim OShaughnessy
Two thoughts from Gerd Gigerenzer

“The quest for certainty is the biggest obstacle to becoming risk savvy. While there are things we can know, we must also be able to recognize when we cannot know something.”

“Knowledge is the antidote to fear.”
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Jitendra Chawla, CFA
Anyone knows how to tell @HDFCBank_Cares that I don't want to increase my credit limit on my credit card?

Getting one email and one notification everyday for the last month and I don't think intend to stop until I say yes or cancel the card.
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Special Situations 🌐 Research Newsletter (Jay)
*GREECE CAN'T ACCEPT EU PROPOSAL FOR 15% GAS USE REDUCTION
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Ramneek
RT @SridharanAnand: My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.

https://t.co/QSNrSdMMOn
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Special Situations 🌐 Research Newsletter (Jay)
Morgan Stanley $MS, JPMorgan $JPM Disagree on Outlook for Fed’s Pivot

JPM has been buying the dip all the way down from November https://t.co/unzxTWmY04
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Special Situations 🌐 Research Newsletter (Jay)
RT @DisruptorStocks: Great point by @SpecialSitsNews that $QCOM reports Wed and can be a preview for $AAPL that reports Thur.
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Bread Crumbs Research
RT @MacaesBruno: The Human Rights Watch report show the whole of Kherson has become a concentration camp. Indiscriminate murder, rape and unimaginably cruel torture used against civilians
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Rob Briner
"We are currently experiencing very high call volumes."

Or: "We are currently experiencing very low staffing levels."
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Special Situations 🌐 Research Newsletter (Jay)
$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...

"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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sunil shah
$TSLA
Ok 10Q for 2q just filed this morning.
https://t.co/LhFYOIysF4
some points.
Net income $ 2,269 m
Foreign currency translation adjustment (421 ) m
Unrealized net loss on marketable securities (6 )
Comprehensive income $1,842 m
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Special Situations 🌐 Research Newsletter (Jay)
Margin is highly correlated with equity prices, and it is better to look at brokerage account margin relative to equity market cap over time. Too many use this graph to draw conclusions... https://t.co/vayd90KNXw
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Special Situations 🌐 Research Newsletter (Jay)
If the ECB is hiking into an obvious recession, from a MUCH weaker position, how could $JPM expect Fed a pivot this fall? The tightening has just begun...

ECB'S KAZAKS: SEPTEMBER HIKE NEEDS TO BE QUITE SIGNIFICANT...
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Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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Special Situations 🌐 Research Newsletter (Jay)
According to $RDFN, we are seeing the most single family real estate price drops than any time since at least 2015
$XHB $LEN $BZH $DHI $PHM $TOL $HOV https://t.co/OZy7CPPjcJ
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