Special Situations 🌐 Research Newsletter (Jay)
RT @Vinny_Daniel0: Men used to go to war now they discount cashflows using a 10% WACC without ever delevering beta.
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RT @Vinny_Daniel0: Men used to go to war now they discount cashflows using a 10% WACC without ever delevering beta.
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Special Situations 🌐 Research Newsletter (Jay)
RT @TaliaGold: really wanna meet Adam Neumann and see if he can hypnotize me too or if I’m powerful enough to resist
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RT @TaliaGold: really wanna meet Adam Neumann and see if he can hypnotize me too or if I’m powerful enough to resist
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Offshore
Video
Morning Brew ☕️
Poor guy probably could've put down a mortgage with the money he spent on that
https://t.co/98ZtUwwyJi
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Poor guy probably could've put down a mortgage with the money he spent on that
https://t.co/98ZtUwwyJi
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Special Situations 🌐 Research Newsletter (Jay)
Hope people know what $GEO actually does before chasing because of a Burry filing from 3 months ago. It is a highly leveraged private prison company.
"GEO Group, Inc. operates private correctional facilities located mostly in the United States, but also in Australia, Canada, NZ"
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Hope people know what $GEO actually does before chasing because of a Burry filing from 3 months ago. It is a highly leveraged private prison company.
"GEO Group, Inc. operates private correctional facilities located mostly in the United States, but also in Australia, Canada, NZ"
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MastersInvest.com
'We believe that a strong case can be made that the ESPN business should be spun off..' Dan Loeb, 'Disney letter'
https://t.co/UFblrXCzyz
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'We believe that a strong case can be made that the ESPN business should be spun off..' Dan Loeb, 'Disney letter'
https://t.co/UFblrXCzyz
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Third Point Investors Limited
Portfolio Updates - Third Point Investors Limited
Offshore
GIF
Ethan Mollick
The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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The Cha Cha Slide is Turing Complete. It can act as a general purpose computer, which can technically run any program.
Commands are sent to dancers: “Now it’s time to get funky/ 12 hops this time/ Slide to the right.” The dancers then execute the program https://t.co/zeKF0lUEMn https://t.co/N7whBJrApN
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Offshore
Photo
Oddball Stocks Newsletter
RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
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RT @Greenbackd: “We believe that part of the reason value stocks have fared better lately as value investors have suffered a full redemption cycle and is hardly anyone left.”
-David Einhorn https://t.co/WbYkHQ7fd7
David Einhorn – Why Value Is Ripping! https://t.co/yYBALoR41z - Acquirer’s Multiple®tweet
Oddball Stocks Newsletter
RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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RT @alluvialcapital: @psyopcapital @FocusedCompound @michaeljburry So typewriter manufacturers with half their balance sheets in gold bullion waiting for the 109-year old FED bubble to burst.
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