Special Situations 🌐 Research Newsletter (Jay)
Match $mtch financial and PR, company is lapping reopening and revenue is not keeping up. Tinder integration issues as well. https://t.co/6BndmoMCYK
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Sidecar Partners
RT @VJ_Rabindranath: Charlie Rose: How would you like to be known long after you are gone?

Warren Buffett: There was this guy with whom hundreds and thousands of people trusted with their life-time savings. Trust means everything to me.
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Morning Brew ☕️
Taco Bell is bringing back its Mexican Pizza on Sept. 15 as a permanent menu item. https://t.co/WuAU0hN5cO
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Paul Graham
Taiwan should get into the server farm business. They already make the chips, and you can't stop data with a naval blockade. https://t.co/ve1TcWghlZ
Getting uncomfortably close to a blockade. "Analysts said the drills in the six zones would effectively block access to commercial shipping lanes and Taiwanese ports." https://t.co/1ZPLEpDgsE - Julian Ku 古舉倫
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Rihard Jarc
$ABNB is going to be such a cash machine in the next decade. Already now, we can see high operational leverage with a low CAPEX model.

$378.8M of net income and $795M of FCF on $2.1B revenue (Q2).

High conviction in the long run, and one of my key portfolio positions.
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Ethan Mollick
For all the discussion of Elon Musk on this site, a lot of it focuses on his personal choices & personality. But this is one of the better analyses of Musk from a business strategy perspective, which helps shed light on strategic strengths & weaknesses. https://t.co/bJNs0JSZd3 https://t.co/4jgxhL3wpN
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Special Situations 🌐 Research Newsletter (Jay)
- $PYPL SEES FY REV. $27.85B, EST. $28.15B
- $PYPL SEES FY ADJ EPS $3.87 TO $3.97, SAW $3.81 TO $3.93
- $PYPL FY CUSTOMER ACCTS ADDED ~10M, EST. 10M
-ELLIOTT INVESTED $2B IN $PYPL
- $PYPL JUMPS 10% ON NEW $15B SHARE BUYBACK
- $PYPL SAYS FY '22 BUYBACKS EXPECTED TO REACH ~$4B
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Special Situations 🌐 Research Newsletter (Jay)
$PYPL after-hours post earnings beat, Elliott stake, and buyback: https://t.co/TZ1no6RUt5
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Saj Karsan
Hammond Power seems wayyy too cheap. EV of $160M, earnings of $15M through 1st 6 months of this year despite higher costs squeezing margins. Price increases to offset will show up in future quarters. Backlog up 124% yoy and 27% qoq $HPS.A
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FXHedge
CHINA TO START LIVE FIRING DRILLS WITH PELOSI IN TAIWAN
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Morning Brew ☕️
my inner monologue when I make even the tiniest mistake https://t.co/m6orAlZWpf
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Ethan Mollick
Three dangers of trying to learn lessons from ultra-successful people:

The first is survivorship bias. The press generally covers successes, not failures. We draw biased conclusions from only looking at winners, but not seeing the losers. It happens even when we know better! 1/3 https://t.co/MX48HALTpK
Survivorship bias really messes with our minds. If you read about college dropouts becoming unicorn founders, you are willing to bet that they outperform graduates (they don't!) & create elaborate justifications. The diagrams are worth time to understand. https://t.co/Q5QMWDd3Fd https://t.co/3MzuSl7vST - Ethan Mollick
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FXHedge
BULLARD REPEATS HE WANTS POLICY RATE AT 3.75%-4% BY YR-END and crash markets
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Ethan Mollick
It isn’t just artists who will need to figure out how to use AI-generated content as part of their process, so will business school case writers (and likely every other creative professional). Anyone who has read an HBS case will notice these are pretty stunning imitations. https://t.co/xdqm2hL5jJ
@OpenAI just made my job @HarvardHBS so much easier... or just put me out of a job? https://t.co/zybMHDWjWY - Rem Koning
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