Five Minute Macro
BoJo is like the love child of Donald Trump and Paddington Bear...America will lap him up. https://t.co/iwWkvCbMOc
tweet

Bread Crumbs Research
The Instrumental Presentation NCR’s CEO Used As Toilet Paper $ncr
https://t.co/pHU8RGhniO
tweet

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.
...👇
tweet

Bread Crumbs Research
Euronet key metrics $eeft https://t.co/wNAyoyiiHU
tweet

Frank Taber
What % of your portfolio is invested in small & micro-caps? (<$300m market cap)
tweet

Bread Crumbs Research
No-BS letter from $post management https://t.co/pG9kFCnEZO
tweet

Bread Crumbs Research
$musa https://t.co/Bm9WmX5y7z
tweet

Bread Crumbs Research
$fcn culture https://t.co/liXE7K251P
tweet

Steven Kiel
Everyone on fintwit should read. https://t.co/lRPGvE8hvE
Some light weekend reading.

With copy to those in focus.

@gnoble79 @leadlagreport @nic__carter @DaveHcontrarian @RaoulGMI @jimcramer @CathieDWood @profgalloway

https://t.co/oMJ108dK21 - Frank Mackey
tweet

Rolf Degen
"People reliably report that their “true self”, the often-cited source of authenticity, is more moral and generally better than the true selves of others." https://t.co/pqBJWpWPA0 https://t.co/82pOtM1XZp
tweet

Morning Brew ☕️
It's now 2022, and it is indeed cool. https://t.co/z4qF6XGjBh
tweet