⁠Investing visuals
Tesla $TSLA is reporting quarterly delivery numbers on Tuesday. A quick preview:

🔹Expected deliveries of 465k, up 7% y/y
🔹Deliveries increased by 9% in March and 5% in June https://t.co/ZeQFZ9PlIh
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⁠Ahmad Jivraj
was booking a flight today and saw something new: There was an option to "hold my fare price" for 3 days for a few $.

interesting option.
Wonder how many people pay for this option?
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⁠Librarian Capital
Philip Morris $PM's ZYN is important enough for this:

"Tump’s campaign started running a digital ad aimed at men under 35 in battleground states that criticizes Minnesota Gov. Tim Walz, Harris’ running mate, for applying the state’s tobacco tax to Zyn" (NBC News)

.@akarl_smith reports: "In the last week, Trump’s campaign started running a digital ad aimed at men under 35 in battleground states that criticizes Walz...for applying the state’s tobacco tax to Zyn"
https://t.co/2v9J2T4dEc - Alex Thompson
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⁠Dimitry Nakhla | Babylon Capital®
“The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.”

— Warren Buffett 🗣️

#stocks #investing
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⁠Stock Analysis Compilation
The London Company on Tempur $TPX

Thesis: Tempur's market leadership, pricing power, and growth initiatives, including the potential Mattress Firm acquisition, provide a solid foundation for long-term success despite short-term market skepticism

(Extract from their Q2 letter) https://t.co/a9lgIfiFPO
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⁠Alex Bilzerian
The paradox of estimation. https://t.co/8sP5sIMPpw

'Logical Foundations of Probability' - Rudolf Carnap (1950, PDF):
https://t.co/NV3DngEFOw - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: '(Topics in) Algebra I' - Alistair Savage (2018, PDF):
https://t.co/SNaDW9ycvY
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⁠Alex Bilzerian
'How to Win if You Can?' - Mori & Székely (1982, PDF):
https://t.co/W1oWu3cmFW
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⁠Alex Bilzerian
'A Convergent Gambling Estimate of the Entropy of English' - Cover & King (1978, PDF):
https://t.co/iKhzfoHcjL
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⁠Alex Bilzerian
RT @alexbilz: 'Knowing When to Stop' - Theodore P. Hill on the mathematics of optimal stopping (PDF):
https://t.co/SZCPaCBiLa https://t.co/RQ2fgNDhHg
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