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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FXHedge
WALMART LAYS OFF HUNDREDS OF CORPORATE WORKERS: DJ
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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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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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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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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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Paul Graham
Apparently a significant part of Google's business is selling you traffic you would have gotten anyway. I talked to one founder who used to spend a huge amount on keyword ads. They stopped completely, and they still got 95% of the traffic they would have gotten.
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Bread Crumbs Research
Observation: concentration of great shareholder letters is the highest in the most competitive industries (financials, airlines etc). Now, if you find a great shareholder letter at a business that does not operate in a highly competitive industry… hmm
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Special Situations 🌐 Research Newsletter (Jay)
RT @TommyThornton: 6.3 out of every 10 options on the tape today are calls // this is a year to date high and approaching levels seen during retail option craze of 2021
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Taylor Pearson
Top 25% project management skills + top 25% any marketable skill else will guarantee you a good job for life.
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Special Situations 🌐 Research Newsletter (Jay)
FED'S KASHKARI: I'M UNSURE WHAT MARKETS ARE LOOKING AT.
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Special Situations 🌐 Research Newsletter (Jay)
Musk planning to build private airport near Austin, Texas, per Fox Business. $TSLA

Just focus on $TSLA
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Special Situations 🌐 Research Newsletter (Jay)
Both Germany and Spain are putting caps on lifestyle choices, like duration of showers and what temperature you can set your AC to control power consumption... just wait until the winter months...

AC usage isn't even common in EU
$lng $ung $boik
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