Special Situations 🌐 Research Newsletter (Jay)
Japan's svcs sector activity almost completely stagnated in July as rising inflation & growing economic uncertainty weighed on sentiment; boost from lifting of COVID-19 curbs had faded
Jibun Bank Japan Services PMI slumped to seasonally adj 50.3, marking lowest reading since Mar
tweet
Japan's svcs sector activity almost completely stagnated in July as rising inflation & growing economic uncertainty weighed on sentiment; boost from lifting of COVID-19 curbs had faded
Jibun Bank Japan Services PMI slumped to seasonally adj 50.3, marking lowest reading since Mar
tweet
MastersInvest.com
“People chronically mis-appraise the limits of their own knowledge; that’s one of the most basic parts of human nature.” Charlie Munger
tweet
“People chronically mis-appraise the limits of their own knowledge; that’s one of the most basic parts of human nature.” Charlie Munger
tweet
MastersInvest.com
RT @ProfFeynman: Remove yourself from people and places where you don’t feel valued and respected.
tweet
RT @ProfFeynman: Remove yourself from people and places where you don’t feel valued and respected.
tweet
Offshore
Photo
Artisanal Permanent Capital
RT @patrick_oshag: My conversation with Will Thorndike
Will is building @CompoundingLabs, which invests his and his partners capital, and @50Xpodcast
The common theme of our discussion is investments with very long holding periods
I love Will’s style and research
Enjoy!
https://t.co/HbdKUJuFx6 https://t.co/GJSgK5IwXo
tweet
RT @patrick_oshag: My conversation with Will Thorndike
Will is building @CompoundingLabs, which invests his and his partners capital, and @50Xpodcast
The common theme of our discussion is investments with very long holding periods
I love Will’s style and research
Enjoy!
https://t.co/HbdKUJuFx6 https://t.co/GJSgK5IwXo
tweet
Offshore
Photo
Bread Crumbs Research
On unhealthy cultures that lead to business failure https://t.co/GLd0ibP0bz
tweet
On unhealthy cultures that lead to business failure https://t.co/GLd0ibP0bz
tweet
Paras Chopra
We have five winners for July edition of Gaur and Chopra Escape Velocity Grants.
Check out their profiles 👇 https://t.co/mDFfT1i3E7
tweet
We have five winners for July edition of Gaur and Chopra Escape Velocity Grants.
Check out their profiles 👇 https://t.co/mDFfT1i3E7
📅July winners of the Gaur and Chopra Escape Velocity Grants are here 👋
This July, we have 5 winners and are joined by @AabhashK and @augfrank who picked one grant winner each (because these two are awesomesauce people, that's why) - Aakanksha Gaurtweet
Twitter
📅July winners of the Gaur and Chopra Escape Velocity Grants are here 👋
This July, we have 5 winners and are joined by @AabhashK and @augfrank who picked one grant winner each (because these two are awesomesauce people, that's why)
This July, we have 5 winners and are joined by @AabhashK and @augfrank who picked one grant winner each (because these two are awesomesauce people, that's why)
Frank Taber
$MEX.L is a micro-cap in the UK ($50m market cap).
They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.
@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
tweet
$MEX.L is a micro-cap in the UK ($50m market cap).
They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.
@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced – Tor-Tee-Uh) Mexican Grill PLC.
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case... - Cirl Buntingtweet
Twitter
#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced – Tor-Tee-Uh) Mexican Grill PLC.
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case...
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case...
MastersInvest.com
RT @honam: @mastersinvest True. Reality distortion in general is part of the human condition. We look at the world through distorted lenses. Adds to the difficulty of trying to make decisions in complex environments. Yet, some think they have it all figured out. Makes the game easier for others who don’t.
tweet
RT @honam: @mastersinvest True. Reality distortion in general is part of the human condition. We look at the world through distorted lenses. Adds to the difficulty of trying to make decisions in complex environments. Yet, some think they have it all figured out. Makes the game easier for others who don’t.
tweet