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Special Situations 🌐 Research Newsletter (Jay)
China Belt & Road Initiative going to bust!
https://t.co/7sm5FiKou8
Road to nowhere: #China’s Belt and Road Initiative at tipping point

Nearly a decade after it began, the #BRI is facing a crisis, with unmet promises exacerbating the #debt burdens of #Pakistan, #SriLanka and others.

Read this week's Big Story: https://t.co/mvlYtKkcNi https://t.co/wzFVe462Fs
- Nikkei Asia
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Jerry Neumann
NYC at sunset tonight, per @nthurlow https://t.co/aRWo5lek9q
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Jim OShaughnessy
Yes, I totally understand how you would pronounce GRAPHICS interchange format with a J, I simply pronounce it 👇🏻🤪 https://t.co/93ZneMquXC
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Jim OShaughnessy
My friend @alam_wealthkid and I were discussing something and he kindly DM'd me this, thought I should share the resource:

https://t.co/dJAH97zy0q
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Ethan Mollick
Programmers are willing to take lower wages if they have a chance to work on hot, fast-growing technologies… but since they can only profit from the in-demand tech skills they learned by moving to another company, these coders are also more likely to leave than others. https://t.co/VgZdhjHIET
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Paul Graham
Unfortunately there's a significant difference between what will appeal to investors and what will create a successful company. So when I'm doing office hours I often have to preface a piece of advice with which type it is.
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Paras Chopra
Why is Bangalore so cold all the time :/
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Tren Griffin
My battle with the king salmon began when my line popped off the down rigger. He fought hard until even with the boat. I saw how magnificent he was and decided to drop my rod tip and set him free. He winked at me and I tipped my hat in response. He was gone in an instant. https://t.co/nYUmemNafE
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Paras Chopra
Read my latest: “[Inverted Passion] Newsletter #20” https://t.co/Ek9D3bZ2Su
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Bread Crumbs Research
RT @agnostoxxx: Ukraine is launching counter-offensives in Crimea and that’s a big deal 👌

If Russia wasn’t a mafia state, they would’ve called for negotiations now … https://t.co/a1LmeNvT8l
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $MSGS, $LEVI, $PGRE and $AGI.TO

$MSGS pitch:
– Owns stakes in the most valuable @NBA and @NHL teams – the New York Knicks and the New York Rangers.
– Trades at 50% discount to precedent sports franchise transactions.
... 👇
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Jim OShaughnessy
Two thoughts from George Church

“Every disease that’s with us is caused by DNA. And every disease can be fixed by DNA.”

I have faith that science is a good thing...I am in awe of nature. In fact, I think to some extent, "awe" was a word that was almost invented for scientists.
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