Morning Brew ☕️
JUST IN: Weekly jobless claims climb to 260,000, nearing an 8-month high.
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Jim OShaughnessy
Everybody is in sales, whether they realize it or not.

The ABCs of Bravado, by @packyM https://t.co/GeJUqb5QgD
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Alex Brogan
RT @TMitrosilis: I've trained and spent time with:

• Navy SEALs
• Elite athletes
• Prolific writers
• Serial entrepreneurs

They all shared this trait:

A love of routine work.

If you want to be great, you must embrace the boredom of the process.
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Alex Brogan
10 incredible free websites that will make you more intelligent (if you let them):
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Jim OShaughnessy
The latest from @OSAMResearch Partner @kczat

When Bad Things Don’t Happen by @kczat https://t.co/nUhfqnjCyj
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Alex Brogan
RT @IAmClintMurphy: 200 million people earn money as digital content creators.

But, most of us didn't learn how to do this in college.

Here's a simple framework to start right now:
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Jim OShaughnessy
There are lots of things to root FOR, and this is one of them

A shot of immune proteins may protect against malaria for months https://t.co/ny9u38c1Xq
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Fred Liu
BlackRock is partnering with Coinbase to make it easier for institutional investors to manage and trade Bitcoin, marking a major push into cryptocurrencies for the world’s largest asset manager $COIN https://t.co/5TyJ0vKznI
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Meb Faber
Investing quote of the day: https://t.co/mBHqBe4fvA
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Morning Brew ☕️
Former President Barack Obama celebrates his 60th birthday today.

(Yes we know he turned 61, but no.44 asked us to keep that on the DL) https://t.co/KHChYqXB7e
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Special Situations 🌐 Research Newsletter (Jay)
$DASH JUMPS 13% AFTER 2Q REVENUE BEAT
$DASH DOORDASH 2Q REV. $1.61B, EST. $1.52B
$DASH 2Q ORDERS 426M, EST. 418.9M
$DASH 2Q ADJ EBITDA $103M, EST. $55.1M
$DASH Sees FY22 Adj Ebitda $200M-$500M
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Morning Brew ☕️
RT @ITBrew: Lazarus attackers mimic job recruiters:

Don’t click on that unsolicited offer for a ‘better, higher-paying job.’ https://t.co/oYyoiUur3k
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Special Situations 🌐 Research Newsletter (Jay)
$SQ BLOCK SHARES SLIP 3% AFTER GROSS PAYMENT VOLUME MISS
*BLOCK 2Q GROSS PMT VOL $52.50B, EST. $53.47B
*BLOCK 2Q TRANSACTION REV $1.48B, EST. $1.51B
$SQ BLOCK BEAT 2Q NET REV. $4.40B, EST. $4.34B
*BLOCK 2Q CASH APP REV. $2.62B, EST. $2.52B
*BLOCK 2Q ADJ EBITDA $187M, EST. $146.4M
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Special Situations 🌐 Research Newsletter (Jay)
$Z down on 9% earnings; we expected this...
Zillow 2Q Revenue $1.01B Vs. $1.31B Y/y
*ZILLOW 2Q REV. $1.01B, -23% Y/Y
Zillow Group reports Q2 adjusted EBITDA $164M vs $183M last year
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Special Situations 🌐 Research Newsletter (Jay)
Cloudflare $NET up 26%, up 44% on the week, back to increasingly astronomic valuation
*CLOUDFLARE SEES 3Q REV. $250.0M TO $251.0M, EST. $247M
$NET 2Q REV. $234.5M, EST. $227.2M
$NET SEES FY ADJ. OPER INCOME $7.0M TO $11.0M
$NET STILL SEES FY ADJ EPS 3.0C TO 4.0C, EST. 2.9C
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