Oddball Stocks Newsletter
RT @StocksOddball: @Ron284Ron @OurBank3 @bankinvesting https://t.co/SoUko8xfbT
@Catahoula_Value @flynn_bob Who would like to buy some shares in my fixed income closed end fund?

We launched in August 2020 and bought 30y bonds yielding 1.2%. We were able to get financing at 0% from our broker through the end of this year. Amazingly they let us leverage 10 to 1.
- Oddball Stocks Newsletter
tweet
Offshore
GIF
Tren Griffin
Bloomberg: "Berkshire barely made a dent in its cash hoard, reporting $105.4 billion."

FT is confused:

"Berkshire also spent $1bn buying back its own shares in June, a commonly used tactic when Buffett and his investment team can find fewer appealing targets in the market." https://t.co/Pu5HGVHnId
tweet
Offshore
Photo
Ethan Mollick
People moving for tech jobs should pay more attention to whether a state allows non-compete agreements.

Where non-competes are enforced, there are fewer startups & high tech workers earn 5% less & have 8% fewer jobs after 8 years! A big California edge. https://t.co/6e2dYPqmVn https://t.co/jeIQcVicMs
tweet
Offshore
Photo
Tren Griffin
"Steve Jobs wanted us to make a visible commitment to Apple, an investment," Greg Maffei said in explaining the deal with Microsoft.
https://t.co/cyf0WwXLN4 https://t.co/QMsbcIRHas
tweet
FXHedge
TAIWAN SAYS CHINA SIMULATING ATTACK ON MAIN ISLAND IN DRILLS: BBG
tweet
Offshore
Photo
Morning Brew ☕️
Watching people enjoy their weekends off on our way to work https://t.co/0qEwEipMr0
tweet
Jitendra Chawla, CFA
RT @jvembuna: wow! https://t.co/gkjAODlqse
10 incredible free websites that will make you more intelligent (if you let them): - Alex Brogan
tweet
Offshore
Photo
Frederik Gieschen
"I believe our entire society is experiencing this “call to adventure” right now." @tom_morganKCP

"The way out of that stagnation is to reorient our inner compass to what artificial intelligence researcher Ken Stanley recently called 'interestingness.'"

https://t.co/8JMEoYJ7Wa
tweet
Special Situations 🌐 Research Newsletter (Jay)
1/ Berkshire Hathaway $BRKB was a net buyer of equities in 2Q (Warren Buffett) on the margin, reporting $3.8B in net purchases in 2Q results.

Revenues were up 10% y/y on revenues of $76bn, and pre-tax earnings were up 16% tot $10bn

Berkshire still has $105.4 billion of cash...
tweet
Special Situations 🌐 Research Newsletter (Jay)
FED'S BOWMAN: 75 BASIS POINT HIKES ARE POSSIBLE UNTIL INFLATION EASES.
tweet
Ethan Mollick
Everything you need to know about the file drawer problem (experiments that show no results rarely get published, or even submitted for publication) in one graph, using data from a million statistical tests in papers published over the last four decades. https://t.co/Nb7ugvBTNC
@fmg_twtr @Scientific_Bird I edited it slightly... https://t.co/HAEppI7rYm - Rob Seamans
tweet
Offshore
Photo
Jim OShaughnessy
A HUGE congratulations to @TinkeredThinker for such a beautiful and inspiring story! Can't wait to chat with you on @InfiniteL88ps.

As my friend @TheAnnaGat maintains: "The Good Internet exists," and you're part of it @TinkeredThinker! https://t.co/vrXL27WLUS
@forgeofman Day 7: @TinkeredThinker is the winner of the White Mirror challenge!! 🎉

TT gets a $1000 cash prize and an open invitation to come as a guest on the podcast!

https://t.co/hAnW9M2RmG
- Infinite Loops 🎙
tweet