Special Situations 🌐 Newsletter (Jay Singh III)
Emerging market ratings cuts have begun:
*MEXICO CUT TO Baa2 FROM Baa1 BY MOODY'S, OUTLOOK TO STABLE
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Steven Kiel
RT @koush: @rustyshelf The Elon Musk formula is to announce 5 new things every year to distract from the 5 old things they failed to ship last year
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Kai Wu
RT @TheCompoundNews: Episode 54 of TCAF is out now over on our Youtube channel!!! Leave a like, comment, and subscribe!

Thank you to @ckaiwu and @ahern_brendan for joining us!

🎥https://t.co/JtqC67DWoj https://t.co/TzUdtjeMOG
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Read Rust
RT @notjessebraham: I've written a short blog post which gives a general overview of the bare-metal Rust ecosystem for ESP32 devices as it currently stands. Hope to write more related content soon!

https://t.co/qaHgUEOixi
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Morning Brew ☕️
something about the cut of his jib rubs us the wrong way https://t.co/qudacs566e
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FXHedge
SOPRANOS ACTOR TONY SIRICO DEAD AT 79 -WCBS
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Tren Griffin
Assort Acme Web Services is a business Buffett might want to buy. How much free cash should Acme be generating today to support a $30 billion purchase price, assuming that cash flow would be maintained forever (it would go neither up or down). Exclude any strategic premium. https://t.co/DOwJ0nNLXa
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FXHedge
CALIFORNIA THROWS 70,000 TRUCKERS IN GIG-WORK LEGAL LIMBO RISKING SUPPLY CHAINS, TWO-THIRDS OF STATE'S PORT TRUCKERS COULD BE FORCED OFF THE ROAD: BBG
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Ethan Mollick
There is a big research stream on the "attention-based view of the firm," showing that the attention of key decision-makers within companies decides what strategic priorities get advanced & what problems get solved. Scattered attention from a CEO or founder can be a real problem. https://t.co/KZFDkJPXg0
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Tren Griffin
Ruggedized Starlink Marine terminal.

$5,000 per month and an up-front hardware purchase of $10,000.

Starlink Maritime advertises download speeds of up to 350Mbps and the ability to "pause and un-pause service at any time" while being billed in one-month increments. https://t.co/3XFgoqNt12
SpaceX yesterday announced a Starlink Maritime service that will bring satellite Internet service to large boats for $5,000 per month and an up-front hardware purchase of $10,000.
https://t.co/bRLSnr3jZQ
- Ars Technica
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10-K Diver
.@stevenstrogatz, why didn’t you call this episode the joy of 💤?

https://t.co/HkhIOdqOQ1 https://t.co/FrtuxvdtMy
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