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Jim OShaughnessy
RT @SteveStuWill: My favorite orangutan anecdote, from my book The Ape That Understood the Universe https://t.co/8BTinORo9p https://t.co/jjx1f2H9mC
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Meb Faber
No one read this of course. Especially our politicians. https://t.co/aikAh8h3gI
Politicians, let's say you really care about solving the stock buyback issue.

Here's how you do it.

First, understand being a public company founder or CEO is hard.

It's really, really, really hard.

(Background Reading)

https://t.co/ba7fI94OBU
- Meb Faber
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Frederik Gieschen
Me after removing a laptop key that isn't working, having watched exactly one video that made it look so simple https://t.co/Qap0QVw8ic
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Tren Griffin
1/ Latency to GEO orbit is a speed of light issue. It's physics.

"Biggest threat right now clearly, is Starlink. We are losing some subscribers to Starlink and we have been working hard to try to come up with solutions to compete on this latency issue.” https://t.co/vyJOjn540P
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Special Situations 🌐 Research Newsletter (Jay)
1/ *US SENATE PASSES TAX, CLIMATE DEAL TO REVIVE BIDEN AGENDA

Includes:
-$370B for climate change, largest investment in clean energy and emissions cuts Senate has ever passed.
-Allows the federal health secretary to negotiate the prices of certain expensive drugs for Medicare
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Johnathan Bi
This correspondence from Russell to Wittgenstein about his time in China before modernization (1920s) makes me sad:

"They are very kind and nice to me – All the nations set upon them and say they mustn’t be allowed to enjoy life in their own way ...
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Frederik Gieschen
"Venture is unbundling at the very time that rates are rising and the world is entering a recession. The last time there was stagflation, Arthur Rock and Thomas Davis were starting Davis & Rock, Apple was mostly a dream, and lava lamps were having their heyday."
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Special Situations 🌐 Research Newsletter (Jay)
https://t.co/vYlfqCKJ7h
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Tren Griffin
The PE industry and their lobbyists are dancing to in the Hamptons celebrating the swap of the carried interest tax for a tax on efficient capital allocation. Where were the lobbyists for efficient capital allocation?

Ordinary citizens forage for berries in forest woodlands. https://t.co/dkpM2RTOdV
2/ In an efficient economic system, you want capital to flow from industries and companies where there is less promise to create value to those industries and companies where there is more promise. Returning capital to shareholders is a means to achieve this. - Michael Mauboussin
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Special Situations 🌐 Research Newsletter (Jay)
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
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Morning Brew β˜•οΈ
The work week starts when? https://t.co/2cW5xmcO4L
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Tren Griffin
The Blue Angels just dropped by at just above tree level for less than a second to express their support for my eat more bivalves and crustaceans campaign. https://t.co/k9PDfsrnEc
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