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Special Situations 🌐 Research Newsletter (Jay)
Labor market participation continues to be well below precovid levels. https://t.co/L8eaDMGrbr
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Labor market participation continues to be well below precovid levels. https://t.co/L8eaDMGrbr
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Special Situations 🌐 Research Newsletter (Jay)
Nasdaq $QQQ just posted one of best months in 20Y w/ tightening Fed (+98% of other CBs), mixed earnings/muted outlooks, stubbornly high core inflation (ex-commods), slowing growth, declining econ fwd indicators (PMIs, conf), & QT (just starting)
How the bear mkt rally gets ya!
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Nasdaq $QQQ just posted one of best months in 20Y w/ tightening Fed (+98% of other CBs), mixed earnings/muted outlooks, stubbornly high core inflation (ex-commods), slowing growth, declining econ fwd indicators (PMIs, conf), & QT (just starting)
How the bear mkt rally gets ya!
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Special Situations 🌐 Research Newsletter (Jay)
FED's Kashkari details:
-Highly implausible that FOMC will decrease rates next year
-Inflation is spreading and needs immediate action (core inflation)
-Soft landing of the economy is possible, but don't know how likely it is
-Inflation expectations remain anchored $USD $SPY $IWM
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FED's Kashkari details:
-Highly implausible that FOMC will decrease rates next year
-Inflation is spreading and needs immediate action (core inflation)
-Soft landing of the economy is possible, but don't know how likely it is
-Inflation expectations remain anchored $USD $SPY $IWM
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Morning Brew ☕️
Don't know whether we'd be concerned or excited to find something like this in our backyard https://t.co/3fSR62xL8O
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Don't know whether we'd be concerned or excited to find something like this in our backyard https://t.co/3fSR62xL8O
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Special Situations 🌐 Research Newsletter (Jay)
$open
https://t.co/bcblcG1TMh
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$open
https://t.co/bcblcG1TMh
Opendoor owns 354 properties in the Sacramento area per Tax Records and it's impressive that 305 of these units are on the market. Though only 17% of the units have a pending contract, which means 83% of their product is sitting instead of selling. - Ryan Lundquisttweet
M&A Focused CPA
RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.
How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.
How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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Morning Brew ☕️
A company from Singapore is making beer with recycled sewage water.
We know the font/color/name is a little similar, but just to clarify we have nothing to do with this sh*t (pun intended) https://t.co/PpvCzMEbiD
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A company from Singapore is making beer with recycled sewage water.
We know the font/color/name is a little similar, but just to clarify we have nothing to do with this sh*t (pun intended) https://t.co/PpvCzMEbiD
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MastersInvest.com
"The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference." Nick Sleep
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"The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference." Nick Sleep
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Meb Faber
Is a certificate of deposit that pays 38% APY good or nah?
Cc @SEC_Enforcement https://t.co/ah8pQQl48o
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Is a certificate of deposit that pays 38% APY good or nah?
Cc @SEC_Enforcement https://t.co/ah8pQQl48o
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Mostly Borrowed Ideas
When I work on a deep dive of a company that's been around for multiple decades, I like to wonder whether I could see myself buy and hold/even smell the outsized success beforehand.
I certainly wouldn't for $ADBE if I were looking at financials in 2003. Stock is 33x since 2003 https://t.co/yq3HXQvRt7
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When I work on a deep dive of a company that's been around for multiple decades, I like to wonder whether I could see myself buy and hold/even smell the outsized success beforehand.
I certainly wouldn't for $ADBE if I were looking at financials in 2003. Stock is 33x since 2003 https://t.co/yq3HXQvRt7
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