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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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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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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"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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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
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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 Mauboussintweet
Twitter
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.
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
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Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
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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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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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andy
Victoria plc #vcp short is interesting case study
Wilding in 2013/4 gained control through financial engineering, widely covered.
complex deal structuring rarely for ur benefit, hard to track, assume they do this in every deal they do (scorpion and frog)
https://t.co/Mnkj9amUDk https://t.co/9jRt9OqgBf
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Victoria plc #vcp short is interesting case study
Wilding in 2013/4 gained control through financial engineering, widely covered.
complex deal structuring rarely for ur benefit, hard to track, assume they do this in every deal they do (scorpion and frog)
https://t.co/Mnkj9amUDk https://t.co/9jRt9OqgBf
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Taylor Pearson
RT @choffstein: You're still not reading
Moontower by @KrisAbdelmessih?
You're missing stuff like this 👇
https://t.co/a1XYcb0rfM https://t.co/oWJyn5a9MK
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RT @choffstein: You're still not reading
Moontower by @KrisAbdelmessih?
You're missing stuff like this 👇
https://t.co/a1XYcb0rfM https://t.co/oWJyn5a9MK
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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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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
tweet
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MastersInvest.com
'Warren Buffett’s BRK is following an age-old adage: Buy the dip. The conglomerate was a net buyer of equities in the quarter, reporting $3.8 billion in purchases, according to results released Saturday. It was a net seller in Q2 of last year.'
https://t.co/EvmqudGFpB
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'Warren Buffett’s BRK is following an age-old adage: Buy the dip. The conglomerate was a net buyer of equities in the quarter, reporting $3.8 billion in purchases, according to results released Saturday. It was a net seller in Q2 of last year.'
https://t.co/EvmqudGFpB
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MastersInvest.com
“We always encourage you to focus on operating earnings. We don’t really think they mean anything on a quarterly basis. Obviously, they’re meaningful over the years. We’ve piled up a lot of net worth over the yrs. But in any quarter, they mean absolutely nothing.” Warren Buffett
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“We always encourage you to focus on operating earnings. We don’t really think they mean anything on a quarterly basis. Obviously, they’re meaningful over the years. We’ve piled up a lot of net worth over the yrs. But in any quarter, they mean absolutely nothing.” Warren Buffett
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