Special Situations 🌐 Research Newsletter (Jay)
RT @RosannaTrades: @SpecialSitsNews @trading4degen @inside_finance Love hearing your voice of reason Jay. You are one of my favorite macro people on here. Agree with your perspective. 💫
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Jim OShaughnessy
Like Hemmingway going bankrupt:

“How did you go bankrupt?"
Two ways. Gradually, then suddenly.” https://t.co/eD8QJ86zIw https://t.co/bTT6gvetco
Extreme @jposhaughnessy tag https://t.co/MYhZLZu9bE - Dan McMurtrie
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Ethan Mollick
The right model for drug development might be venture capital. This paper shows that drug companies avoid pursuing novel & breakthrough drugs as the risks of failure are too high.

But a $15B fund investing in a portfolio of more risky drugs could earn returns and push research. https://t.co/2JIgOdIXdf
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Paras Chopra
If you want to see a person’s future, watch their actions, not their words.

Interesting thing is that this applies to oneself too - our future is shaped by our habits, not our wants.
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Jim OShaughnessy
Damn! I almost missed this.

Greetings and Salutations to my sinister brothers and sisters! 🤛🏻 https://t.co/RmryJabcJU
August 13th is International Left Handers Day - UberFacts
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Tren Griffin
https://t.co/BCpDdPY0a0 https://t.co/Lo1VtHqsiO
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Tren Griffin
Does Anyone Really Need a $500 Cooler?
https://t.co/mJr4o1K7ng

Can you spot the fake? https://t.co/8a0kam94eb
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Ramneek
RT @kukreja_abhinav: @MadThunderdome “I apologise for such a long letter - I didn’t have time to write a short one”

- Mark Twain
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Jitendra Chawla, CFA
#todaysgoodtalk

#RIPRJ

THE True Wizard of Dalal Street

Part 1
https://t.co/aVxhNUXgE7
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Jim OShaughnessy
Two thoughts from Balaji Srinivasan

“It’s not about ideas. It’s about making ideas happen.”

"The future of technology is not really location-based apps; it is about making location completely unimportant."
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $PATH, $PAASF, $CPHC and $CTM.AX

$PATH pitch:
– Automation software platform provider for enterprises.
– Growing at 30%+ with 98% gross retention.
– A sticky product that competitors were not able to commoditize.
... 👇
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