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Special Situations 🌐 Research Newsletter (Jay)
$WEAT Wheat jumps 4.6% again after Russian attack on the port of Odesa...
"Ukrainian officials are still preparing to restart sea exports as soon as this week despite the attack on Odesa, which drew swift international condemnation." https://t.co/6Ci9lboWdo
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$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 $1,842 m
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$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
tweet
Offshore
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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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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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Alex Brogan
RT @SystemSunday: If you want to improve your thinking, outsmart these 25 cognitive biases 👇
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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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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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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
The Federal Reserve Bank of Chicago’s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
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The Federal Reserve Bank of Chicago’s National Activity Index held at minus 0.19 in June, the first back-to-back negative readings since the pandemic started in early 2020! https://t.co/0YBZCc1cMB
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Ethan Mollick
You could make a case that more innovative startups are more likely to survive (they are differentiated from competition) or fail (they have to build & sell something new).
This study of Finnish startups supports the latter: innovative startups fail more. https://t.co/csuvKvoOUV https://t.co/qlveFXxRA6
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You could make a case that more innovative startups are more likely to survive (they are differentiated from competition) or fail (they have to build & sell something new).
This study of Finnish startups supports the latter: innovative startups fail more. https://t.co/csuvKvoOUV https://t.co/qlveFXxRA6
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Alex Brogan
Pre-suasion
If you want to be persuasive, arrange for your recipient to be receptive to a message before they encounter it.
What we present first changes the way people experience what we present next.
The more generous your offer ‘seems’ the more attractive it will be. https://t.co/YpbS5lfN9h
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Pre-suasion
If you want to be persuasive, arrange for your recipient to be receptive to a message before they encounter it.
What we present first changes the way people experience what we present next.
The more generous your offer ‘seems’ the more attractive it will be. https://t.co/YpbS5lfN9h
tweet
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Corry Wang
I know nothing about the healthcare industry, so this entire blog post was very surprising to me https://t.co/6V1SSVLani
The argument: 1) US health spending is not uniquely high among wealthy countries; & 2) spending is driven by quantity of services delivered, not higher prices
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I know nothing about the healthcare industry, so this entire blog post was very surprising to me https://t.co/6V1SSVLani
The argument: 1) US health spending is not uniquely high among wealthy countries; & 2) spending is driven by quantity of services delivered, not higher prices
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