Special Situations 🌐 Newsletter (Jay Singh III)
Eight (8) new short ideas in this weekend's SPAC catalyst updates, from ex-redemption shorts, to PIPE unlocks, and 180 Day unlocks. A 9th one coming out early this week once we finish digging through the filings tomorrow!
https://t.co/r7f3PlxC5V
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Eight (8) new short ideas in this weekend's SPAC catalyst updates, from ex-redemption shorts, to PIPE unlocks, and 180 Day unlocks. A 9th one coming out early this week once we finish digging through the filings tomorrow!
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Dollar surge will be a massive hit for multi-national S&P 500 companies this earnings season and next. Looking at the 16% climb in ICE U.S. Dollar Index over past 12 months, $MS signals an 8% headwind for S&P 500 earnings per share growth. The dollar is set to remain firm... https://t.co/JFqo5Jn9jB
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Dollar surge will be a massive hit for multi-national S&P 500 companies this earnings season and next. Looking at the 16% climb in ICE U.S. Dollar Index over past 12 months, $MS signals an 8% headwind for S&P 500 earnings per share growth. The dollar is set to remain firm... https://t.co/JFqo5Jn9jB
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MastersInvest.com
"The number of things that are possible is not fully appreciated by the average individual. And it is not clear, then, to them how many things that are possible must not be happening. That it's impossible that everything that is possible is happening." Richard Feynman
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"The number of things that are possible is not fully appreciated by the average individual. And it is not clear, then, to them how many things that are possible must not be happening. That it's impossible that everything that is possible is happening." Richard Feynman
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Special Situations 🌐 Newsletter (Jay Singh III)
Regional builder cancellations $xhb $dhi $hov $tol $phm https://t.co/tq6l6izWhs
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Regional builder cancellations $xhb $dhi $hov $tol $phm https://t.co/tq6l6izWhs
Regional builder cancellation rates vary quite a bit. Texas highest at 27%, with Southeast lowest at 8%. https://t.co/HbheBYCGs5 - Rick Palacios Jr.tweet
Twitter
Regional builder cancellation rates vary quite a bit. Texas highest at 27%, with Southeast lowest at 8%.
Read Rust
RT @Enygmator: This is my second post (update on RSoC 2021) 😊
I ported Bochs and QEMU to Redox OS, and I ran my test kernel on Bochs on Redox! 🎊
☑️ ISA-level #virtualization
🟫 Hardware Virtualization. (Hang on tight!)
Thanks to @jeremy_soller and @redox_os community for helping. https://t.co/1IXY4D8JCJ
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RT @Enygmator: This is my second post (update on RSoC 2021) 😊
I ported Bochs and QEMU to Redox OS, and I ran my test kernel on Bochs on Redox! 🎊
☑️ ISA-level #virtualization
🟫 Hardware Virtualization. (Hang on tight!)
Thanks to @jeremy_soller and @redox_os community for helping. https://t.co/1IXY4D8JCJ
A Redox Summer of Code student has been working on virtualization on Redox, check it out!
https://t.co/vtLLv9znTS - Redox OStweet
Twitter
A Redox Summer of Code student has been working on virtualization on Redox, check it out!
https://t.co/vtLLv9znTS
https://t.co/vtLLv9znTS
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
https://t.co/MGySIq2Lic
$C $JPM $GS $MS $C $DB $UBS
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https://t.co/MGySIq2Lic
$C $JPM $GS $MS $C $DB $UBS
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MastersInvest.com
'I don’t look at the primary message from Graham as being anything to do with formulas. There’s three important aspects to it: one is your attitude toward the stock market, the second principle is the margin of safety, the third is just looking at stocks as businesses.' W Buffett
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'I don’t look at the primary message from Graham as being anything to do with formulas. There’s three important aspects to it: one is your attitude toward the stock market, the second principle is the margin of safety, the third is just looking at stocks as businesses.' W Buffett
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MastersInvest.com
'To the extent that the method of estimating future cash flow requires projections, I would say that projections, while they’re logically required by the circumstances, on average, do more harm than good in America.' Charlie Munger
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'To the extent that the method of estimating future cash flow requires projections, I would say that projections, while they’re logically required by the circumstances, on average, do more harm than good in America.' Charlie Munger
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Rolf Degen
The erotic appeal of the human-typical face-to-face posture during sex may related to the fact that human faces have evolved to become more “bottom-like”. https://t.co/qAtp40iXgm https://t.co/9MB6I6jZyB
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The erotic appeal of the human-typical face-to-face posture during sex may related to the fact that human faces have evolved to become more “bottom-like”. https://t.co/qAtp40iXgm https://t.co/9MB6I6jZyB
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Paul Graham
This is such a big change, historically, that I doubt we've seen all the knock-on effects. The biggest may still be in the future. If you can predict one, you could grow a big company off the energy that will be released. https://t.co/I5tdNGq6hx
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This is such a big change, historically, that I doubt we've seen all the knock-on effects. The biggest may still be in the future. If you can predict one, you could grow a big company off the energy that will be released. https://t.co/I5tdNGq6hx
Biggest permanent change due to the pandemic is remote work:
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau https://t.co/b97OIqVJvL - Alec Stapptweet
Twitter
Biggest permanent change due to the pandemic is remote work:
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau
Frederik Gieschen
Buffett ('94): "Beware of people that give you a lot of numbers about their businesses in terms of projections or valuations. We try to give you all of the numbers that we would use ourselves in making our own calculations of value. But then we want you to make the calculation."
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Buffett ('94): "Beware of people that give you a lot of numbers about their businesses in terms of projections or valuations. We try to give you all of the numbers that we would use ourselves in making our own calculations of value. But then we want you to make the calculation."
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