Bread Crumbs Research
Equity investing during inflationary times https://t.co/yZBaGlrbTR https://t.co/QumVDcluTe
tweet

Paras Chopra
I'm looking for a solid software engineer (backend/full-stack) to work with me on my new health project.

All my last 10 hires have come from twitter, and you could be the next one!

Email your CV: paras@wingify.com
tweet

Five Minute Macro
The thought occurs that, by combining sophisticated payments technology with weak controls, rampant money-laundering and ill-advised levels of leverage on toxic securities, crypto promoters have reinvented European banking.
tweet

Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $ADBE, $AGNC short, $CATY and $OEC

$ADBE pitch:
– High-quality business with a long-term IRR of 16-17%.
– 90% GMs and 42% cashflow margins.
– Around 20% growth over the last two years.
... 👇
tweet

Jim OShaughnessy
Two thoughts from Eric Berne

“We are born princes and the civilizing process makes us frogs.”

“A loser doesn’t know what he’ll do if he loses but talks about what he’ll do if he wins and a winner doesn’t talk about what he’ll do if he wins but knows what he’ll do if he loses.”
tweet

Special Situations 🌐 Research Newsletter (Jay)
Contrary to popular belief, nuclear power is one of the safest and cleanest forms of energy, especially new small modular nuclear technology vs the technology we built 50 years ago...
$urnm $ccj $smr https://t.co/kzlDbA49eU
tweet

Paras Chopra
Notes from the book “The Shallows”.

🧵 https://t.co/rgNCvLk8rK
tweet

Dennis Hong
Savings https://t.co/M260hMVBuf
tweet

Special Situations 🌐 Research Newsletter (Jay)
BREAKING: CNN reports US House Speaker Nancy Pelosi will visit Taiwan despite warnings from China

https://t.co/LZpBMsaw67
1/ China launches live-fire drills off Taiwan, as Pelosi head to Asia:

While Pentagon wanted Speaker Nancy Pelosi to cancel her visit to Taiwan - now pending her possible arrival in Taipei, US military has moved a Navy strike group into South China Sea led by USS Ronald Reagan. - Special Situations 🌐 Research Newsletter (Jay)
tweet

Special Situations 🌐 Research Newsletter (Jay)
Large cap dividend stocks with yields above 3% as requested during Spaces below. Important to avoid companies with secular growth issues. $vz $jpm $pfe $intc $cvx $dvn $xom $mmm $dow $csco https://t.co/Q0RWRHWDRn
tweet

Special Situations 🌐 Research Newsletter (Jay)
Warren Buffett / Berkshire Hathaway equity portfolio $brkb $aapl $bac $axp $cvx $ko $oxy $mco $atvi https://t.co/4ggGZOWz4S
tweet

Special Situations 🌐 Research Newsletter (Jay)
Breaking: Saudi Aramco buys Valvoline's Petroleum unit for $2.65 billion. We first starting covering the $VVV spin in March 2022, with full model & quarterly update, and it's looking much more interesting now! Co stated in Oct 2021 it was planning to separate retail & products
tweet

Special Situations 🌐 Research Newsletter (Jay)
Going to be updating our Valvoline $VVV spin-off analysis with new asset sale assumptions to Saudi...free to subscribers.
https://t.co/RQFFycPO8M
tweet

Special Situations 🌐 Research Newsletter (Jay)
* $AAPL APPLE KICKS OFF FOUR-PART BOND SALE TO FUND BUYBACKS, DIVIDENDS
tweet