Offshore
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Sidecar Partners
This piece on Fastenal’s culture is timeless. $FAST
Bob Kierlin’s knack for knowing where spend would earn a return - without using consultants or fancy math - is legendary.
https://t.co/i5km8OopLO
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This piece on Fastenal’s culture is timeless. $FAST
Bob Kierlin’s knack for knowing where spend would earn a return - without using consultants or fancy math - is legendary.
https://t.co/i5km8OopLO
tweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Christopher Hohn's stock portfolio. Chris was a star at Perry Capital and started the Children's Fund TCI thereafter...
He tends to invest in monopolies and oligopolies...
Top Holdings include:
$goog
$msft
$cni
$cp
$v
$mco
$bxp
$chtr
$unp https://t.co/lsPwQW7e2J
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Christopher Hohn's stock portfolio. Chris was a star at Perry Capital and started the Children's Fund TCI thereafter...
He tends to invest in monopolies and oligopolies...
Top Holdings include:
$goog
$msft
$cni
$cp
$v
$mco
$bxp
$chtr
$unp https://t.co/lsPwQW7e2J
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
US NAHB housing index just recorded its 8th monthly straight decline - last time it happened was in 2007. And with housing affordability at 33-year lows, this is likely going to get worse. Housing could be in for multi-year downturn. $XHB $PHM $TOL $HOV $DHI $BZH $LGIH $HD $LOW https://t.co/wPWobNIcf3
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US NAHB housing index just recorded its 8th monthly straight decline - last time it happened was in 2007. And with housing affordability at 33-year lows, this is likely going to get worse. Housing could be in for multi-year downturn. $XHB $PHM $TOL $HOV $DHI $BZH $LGIH $HD $LOW https://t.co/wPWobNIcf3
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Google searches for "firewood" in Germany:
$BOIL $UNG $LNG https://t.co/Xw3LByNAFH
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Google searches for "firewood" in Germany:
$BOIL $UNG $LNG https://t.co/Xw3LByNAFH
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Offshore
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Tren Griffin
Wholesale transfer pricing = the bargaining power of company A that supplies a unique "product" XYZ to Company B which may enable company A to take the profits of company B by increasing the wholesale price of XYZ. The "product" can be a sales channel.
https://t.co/3uSjaQspOq
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Wholesale transfer pricing = the bargaining power of company A that supplies a unique "product" XYZ to Company B which may enable company A to take the profits of company B by increasing the wholesale price of XYZ. The "product" can be a sales channel.
https://t.co/3uSjaQspOq
tweet
Offshore
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Morning Brew ☕️
Did you know Ashton Kutcher is one of Hollywood's most prolific investors? Here's where his money is at. (ft. @TheBlakeGuidry) https://t.co/dlrgOrQRQm
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Did you know Ashton Kutcher is one of Hollywood's most prolific investors? Here's where his money is at. (ft. @TheBlakeGuidry) https://t.co/dlrgOrQRQm
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Offshore
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Ethan Mollick
Very scary new paper shows billions of causalities from famine due to atmospheric dust from even a small nuclear exchange https://t.co/xn1i0foLM6
Another paper shows a small investment now could help grow food that does not need sunlight & save humanity from nuke winter & 🌋& ☄️ https://t.co/2KLtVJENYG
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Very scary new paper shows billions of causalities from famine due to atmospheric dust from even a small nuclear exchange https://t.co/xn1i0foLM6
Another paper shows a small investment now could help grow food that does not need sunlight & save humanity from nuke winter & 🌋& ☄️ https://t.co/2KLtVJENYG
tweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
M&A revival for August 2022. Expecting more merger arbitrage opportunities for the 2nd half of the year! https://t.co/m7BPGRKE2e
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M&A revival for August 2022. Expecting more merger arbitrage opportunities for the 2nd half of the year! https://t.co/m7BPGRKE2e
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