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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Special Situations 🌐 Research Newsletter (Jay)
I love these...if you had invested $100k on $AAPL / $AMZN in 2003 threads. If you did, you would not be tweeting onto twitta! If you didn't, what's the point of rubbing it into everyone's faces?
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Special Situations 🌐 Research Newsletter (Jay)
PIMCO HIRES FORMER FEDERAL RESERVE VICE-CHAIR RICHARD CLARIDA (WHO CONVENIENTLY RETIRED AFTER SWINGING MILLIONS)
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Special Situations 🌐 Research Newsletter (Jay)
Putin is going to love this:

FINLAND AND SWEDEN RECEIVE SENATE APPROVAL TO JOIN NATO.
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Special Situations 🌐 Research Newsletter (Jay)
$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 Lundquist
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Special Situations 🌐 Research Newsletter (Jay)
Goldman short basket apparently up 10% in 2 days...how HFs blow up
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Special Situations 🌐 Research Newsletter (Jay)
DEMOCRATS ARE OPPOSED TO EFFORTS TO STRENGTHEN TIES WITH TAIWAN BY THE WHITE HOUSE.

What's going on?
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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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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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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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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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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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Special Situations 🌐 Research Newsletter (Jay)
UKRAINE’S PRESIDENT ZELENSKY IS SEEKING DIRECT TALKS WITH CHINA’S PRESIDENT XI IN ORDER TO ASSIST IN ENDING RUSSIA'S INVASION OF UKRAINE - SCMP
Thx @JLinWins
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MastersInvest.com
RT @TSOH_Investing: $AAPL shares outstanding down ~40% over the past decade https://t.co/qNEsen7fi3
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Ethan Mollick
To influence future generations, teach! https://t.co/x58jAyHgjm
Teaching makes you immortal. A student’s output is shaped by their teachers, to the degree that it influences future generation of students.

“It may often be via teaching that the greatest influence occurs, when the teacher lives on as a reverberation in the work of the student” https://t.co/a5T5pKp00w - Ethan Mollick
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