Ethan Mollick
Magic words sometimes work!

If you ask for "advice" rather than "feedback," when trying to improve, everything is different. People are bad at evaluating others, but much better at giving advice, so you will get much more actionable & useful information. https://t.co/g0yvSY7IDL https://t.co/ceCmdNVuep
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Special Situations 🌐 Newsletter (Jay Singh III)
California may have just exacerbated supply chain issues!

https://t.co/BgMfBUvuBo
About 70,000 truck owner-operators who form the bedrock of California’s transport industry are in limbo as state-level labor rules start applying to them, creating another choke point in stressed US supply chains https://t.co/zahirsMndd - Bloomberg
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Special Situations 🌐 Newsletter (Jay Singh III)
Chinese CPI, more "real numbers" to digest

CHINESE CPI YOY ACTUAL 2.5% (FORECAST 2.4%, PREVIOUS 2.1%)
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Special Situations 🌐 Newsletter (Jay Singh III)
Voyager in first bankruptcy hearing says customers may not be able to recover fully account values
$mara $riot $corz $coin $mstr #bitcoin
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Dalius - Special Situation Investments
Good take from Julian on $TWTR situation.

Terminating an agreement on the material adverse effect (MAE) clause is nearly impossible - only happened once and will not be repeated here. https://t.co/BtRr5VyJrU
Elon Musk moved to terminate the $TWTR merger agreement, claiming that Twitter breached the agreement by failing to operate in ordinary course in addition to suffering a material adverse effect (MAE)

What happens now?

A 🧵👇

/1 - Julian Klymochko.eth
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Special Situations 🌐 Newsletter (Jay Singh III)
1/ Why Elon could be in for a tough slog $TWTR $TSLA:
Delaware courts, where the dispute is set to be litigated, have set a high bar for acquirers being allowed to simply abandon their deals. "Misrepresentation of spam accounts" may not be a material adverse effect (MAE)...
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Jitendra Chawla, CFA
To anyone who has read even a bit of financial history, this was always a pack of cards, ready to collapse anytime.

But to some others, this was opportunity to make money without risk - for themselves!

Crypto’s domino effect is widening....
https://t.co/eyYHcvB72l
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Ramneek
RT @contrarianEPS: wall street obsession with quarterly nos even if they have been worst predictors.

src: The Number, Alex Berenson https://t.co/DE6HoohzCB
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Special Situations 🌐 Newsletter (Jay Singh III)
The Nasdaq $QQQ's five (5) day winning streak is the longest consecutive rally of the year 2022. But if you want to call this low value bump a rally, be my guest! More like a countertrend rally... https://t.co/gqbJZif3z5
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Special Situations 🌐 Newsletter (Jay Singh III)
$PSX refiner valuation model includes commodity price deck + crack spreads you can sensitize to see 2023e/2024e sum-of-the-parts (SOTP) valuation, historical financials, projections, comps, and sensitivity analysis.

Free to Silver and Gold subscribers!

https://t.co/dJL2ZyVYpa
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Five Minute Macro
BoJo is like the love child of Donald Trump and Paddington Bear...America will lap him up. https://t.co/iwWkvCbMOc
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Bread Crumbs Research
The Instrumental Presentation NCR’s CEO Used As Toilet Paper $ncr
https://t.co/pHU8RGhniO
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $RCII, $NEWR and $YTRA

$RCII pitch:
– Lease-to-own business at 7x normalized/conservative earnings.
– Sells through own B&M stores as well as partner’s stores/websites (VTLO).
– Conservative assumptions indicate 50-100% upside.
...👇
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