Special Situations 🌐 Research Newsletter (Jay)
New NAV SPAC long opportunity/vote catalyst (common, options) going to be shared this evening with subscribers with minimal downside (<2%).
https://t.co/r7f3plg0hl
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New NAV SPAC long opportunity/vote catalyst (common, options) going to be shared this evening with subscribers with minimal downside (<2%).
https://t.co/r7f3plg0hl
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Special Situations 🌐 Research Newsletter (Jay)
You know when Bloomberg is still using "YOLO" in headlines, that the Fed still needs to tighten by 200 bps. https://t.co/nhnxldnskt
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You know when Bloomberg is still using "YOLO" in headlines, that the Fed still needs to tighten by 200 bps. https://t.co/nhnxldnskt
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iinvested
2Q22 Miller Opportunity Trust on $EXPE, $UAL, $BABA, $KRTX, $NCLH, $COIN, $BHC
https://t.co/vhZv0wkbpt
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/R16Sa8t0ww
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2Q22 Miller Opportunity Trust on $EXPE, $UAL, $BABA, $KRTX, $NCLH, $COIN, $BHC
https://t.co/vhZv0wkbpt
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/R16Sa8t0ww
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Saj Karsan
Rare to see Bradshaw ( $VTOL CEO) throw anyone under the bus, so noteworthy he singled out $LMT subsidiary on today's call:
"Sikorsky not delivering the parts we need and certainly not delivering them on time...we have been impacted by Sikorsky's failure to support the product."
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Rare to see Bradshaw ( $VTOL CEO) throw anyone under the bus, so noteworthy he singled out $LMT subsidiary on today's call:
"Sikorsky not delivering the parts we need and certainly not delivering them on time...we have been impacted by Sikorsky's failure to support the product."
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Ethan Mollick
The UK definitely learned the Boaty McBoatface Principle: Empowering consumers by online voting can backfire if companies are then seen as acting unfairly. Users get mad at companies that either ignore fair votes or override them by combining the votes with some other method. https://t.co/banRyxK70S https://t.co/v5415YTZHA
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The UK definitely learned the Boaty McBoatface Principle: Empowering consumers by online voting can backfire if companies are then seen as acting unfairly. Users get mad at companies that either ignore fair votes or override them by combining the votes with some other method. https://t.co/banRyxK70S https://t.co/v5415YTZHA
The first rule of naming something, never ask the British public. https://t.co/JS2NJaMl8v - No Context Britstweet
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Compounding Capital
$BALL having a very tough run, down 25% the past week and 40% YTD on weak bev can demand related to inflation pressure on consumer, leading to excess capacity.
Use of an EVA framework to guide strategic and capital allocation decisions is unique and should be effective LT. https://t.co/av112J37Ga
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$BALL having a very tough run, down 25% the past week and 40% YTD on weak bev can demand related to inflation pressure on consumer, leading to excess capacity.
Use of an EVA framework to guide strategic and capital allocation decisions is unique and should be effective LT. https://t.co/av112J37Ga
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