Morning Brew ☕️
we have many questions https://t.co/ATieWY6M92
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Special Situations 🌐 Research Newsletter (Jay)
WHIRLPOOL OUTLOOK MISSES: $WHR SEES FY ONGOING EPS $22-$24, SAW $24-$26, EST $23.91
-*Whirlpool 2Q Loss/Shr $6.62 >WHR
-*Whirlpool 2Q Loss $371M >WHR
-Rev $5.2bn missed $5.23bn est
-Adj. EPS 5.97 beat $5.24 est

*Big miss, as we anticipated in Spaces last night; muted stock move
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Morning Brew ☕️
IKEA is world-renowned for its affordable supply of couches, lamps and more. But did you know it didn't start out selling furniture? (ft. @TheBlakeGuidry) https://t.co/ZCohi7owUQ
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Special Situations 🌐 Research Newsletter (Jay)
$WHR: Whirlpool cuts FY22 revenue growth view to (-6%) from +2%-3%, consensus $21.84B
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Paul Graham
RT @JohnArnoldFndtn: Items highly subsidized by the government are highlighted. https://t.co/aFzwzknGl9
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Paul Graham
When talking to founders I sometimes find myself answering questions I've already answered in an essay. Though slightly frustrating, this does at least make me look clever, when I can come up with a fully-formed answer to their question apparently on the spot.
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Special Situations 🌐 Research Newsletter (Jay)
Walmart $WMT drops 8% after lowering profit outlook for 2Q and 2023!
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Jim OShaughnessy
Fantastic recording an @InfiniteL88ps with @TrungTPhan and @robkhenderson which grew out of a Twitter discussion of Rob's essay in @nytopinion about how he learned everything about U.S. Elites by watching TV.

Trung and I also unearthed an almost unbelievable fact about Rob. 🤫 https://t.co/4n96i5HbWA
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Morning Brew ☕️
Time to jump ship? https://t.co/MKJDdGNRER
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Ethan Mollick
RT @abhishekn: ... and the average american would need to be paid between 2.6-5k for digital maps!! https://t.co/gO6Jh53GwK
We don’t always notice the 💰 value technology has added to our lives. Two views:
💻The average Americans would need to be paid $15k a year to give up search engines & $6k for email https://t.co/oHvyYB38ie
📱As @raykwong showed, we carry millions worth of software in our pockets https://t.co/KcxQjwylZT - Ethan Mollick
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Ensemble Capital
RT @mikesimonsen: Inventory growth sure looks to be slowing

Still a lot of homes hitting the market for July, but 3% more per week down from 6-8% in June

525,000 single family homes on the market

All the details in this week's @AltosResearch real estate market video

📽️🧵👇

1/6 https://t.co/3e3f9i3g9U
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Mostly Borrowed Ideas
1/8 Today, I am migrating from WordPress to Ghost platform: https://t.co/4CPG6ily1P

On WordPress, I was managing disparate systems (MemberPress, MailerLite etc.) to manage my content. Every once in a while, something broke.
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