Sidecar Partners
Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
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Driving working capital efficiency and cash conversion cycles are not glamorous, yet huge tells… https://t.co/KJ99Rd2gvw
9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent behavior” - Sidecar Partnerstweet
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9/ How to identify these people? Buffett provides some guidance:
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
“People give themselves away… When someone comes to me with a business, the very things they talk about, what they regard as important – there are a lot of clues that come as to subsequent…
Special Situations 🌐 Research Newsletter (Jay)
FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
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FTC Under Khan Faulted by Watchdog on Hiring Unpaid Experts
-Inspector general says the hires create legal, compliance risk
-Agency brought in 17 workers it doesn’t pay since October 2020
-Of 17 discussed in report, 14 had been assigned to Office of Policy
$AAPL $MSFT $AMZN $FB
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Economic data and earnings today were better than expected; on economic front:
-MBA mortgage applications beat
-Service PMI slightly beat 47.3 vs 47.0
-Durable Goods Orders beat 2.0% vs 1.9%
-ISM Services beat handily ->56.7 vs 53.5
-Earnings from $BKNG and $MELI were positive https://t.co/FNXCTjHgW7
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Economic data and earnings today were better than expected; on economic front:
-MBA mortgage applications beat
-Service PMI slightly beat 47.3 vs 47.0
-Durable Goods Orders beat 2.0% vs 1.9%
-ISM Services beat handily ->56.7 vs 53.5
-Earnings from $BKNG and $MELI were positive https://t.co/FNXCTjHgW7
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Offshore
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Jim OShaughnessy
Decades ago I studied Neuro Linguistic Programming and one of their observations about mirroring people seems to be confirmed here 🤔
Issue #95 - Runaway Selection Hypothesis, Magic Mirrors & No True Scotsman Fallacy, by @Kpaxs https://t.co/KMhTymaUv7
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Decades ago I studied Neuro Linguistic Programming and one of their observations about mirroring people seems to be confirmed here 🤔
Issue #95 - Runaway Selection Hypothesis, Magic Mirrors & No True Scotsman Fallacy, by @Kpaxs https://t.co/KMhTymaUv7
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Offshore
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Ethan Mollick
Communication errors cause medical errors, so ⚕️ uses "closed loop communication,” repeating back information:
👩⚕️"Give a milligram of Epi"
👨⚕️"You mean 0.1 mg, of 1:1000 Epinephrine?"
👩⚕️"Yes .1 mg"
This method can help any team communicate better. A guide: https://t.co/vx9UBpSscn https://t.co/qaVKl13QeU
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Communication errors cause medical errors, so ⚕️ uses "closed loop communication,” repeating back information:
👩⚕️"Give a milligram of Epi"
👨⚕️"You mean 0.1 mg, of 1:1000 Epinephrine?"
👩⚕️"Yes .1 mg"
This method can help any team communicate better. A guide: https://t.co/vx9UBpSscn https://t.co/qaVKl13QeU
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$LCID Lucid, as expected was a complete disaster. Hopium stocks with minimal revenue, no FCF continue to be ticking time bombs...
"Lucid Group fell as much as 13% in late trading after the luxury electric-vehicle startup halved its 2022 production target to 6,000 to 7,000 cars" https://t.co/L7vHgWOhIX
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$LCID Lucid, as expected was a complete disaster. Hopium stocks with minimal revenue, no FCF continue to be ticking time bombs...
"Lucid Group fell as much as 13% in late trading after the luxury electric-vehicle startup halved its 2022 production target to 6,000 to 7,000 cars" https://t.co/L7vHgWOhIX
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Offshore
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Frank Taber
1/ Since digging into $VCP.L I have decided to pass for now. There’s a lot to like about the business; insider ownership, capital allocation, fragmented market, cheap acquisitions etc.
But I came across a concerning short report (yet to fact check)
https://t.co/GZEvnZl152
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1/ Since digging into $VCP.L I have decided to pass for now. There’s a lot to like about the business; insider ownership, capital allocation, fragmented market, cheap acquisitions etc.
But I came across a concerning short report (yet to fact check)
https://t.co/GZEvnZl152
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