Santangel's Review
"If a business does well, the stock eventually follows." - Warren Buffett
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Meb Faber
Recent conversation...

Investor: Your fund is too expensive,

Me: It's literally the single cheapest fund in the entire category of nearly 300 public funds.

Investor: Really?

Me: Yes.

Investor: It's still too expensive.

Me: ¯\_(ツ)_/¯

(guessing @ramit will like this one.)
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Morning Brew ☕️
RT @CFOBrew: 🚨☕️ NEW BREW JUST DROPPED

Welcome to CFO Brew, the latest newsletter from @MorningBrew made for all you finance pros.

And just to be clear from the jump: No, you don’t have to be a CFO to subscribe.

Let's explain... 🧵👇

Launch sponsored by @NetSuite. https://t.co/ESZw5uawPf
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Offshore
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Morning Brew ☕️
Should Netflix build a theme park?

We explore whether the move might make sense strategically, and chart the growing role of IP in theme parks.

Check out the first piece in our week-long look into the extremely weird theme park industry here:
https://t.co/FdAFW4zNQy https://t.co/7sShptePtE
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Special Situations 🌐 Newsletter (Jay Singh III)
We talked about homebuilder layoffs in last night's spaces along with 2 last month, and they are now on their way... $tol $hov $phm $dhi $xhb
https://t.co/iXSu4Bxc7P
June home builder sentiment and survey results are in. Top themes: 1) A lot more new home buyers cancelling. 2) Price cuts becoming fairly common. 3) Drop in demand finally cooling construction cost pressures (builder layoffs also happening). Market commentary to follow… - Rick Palacios Jr.
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Offshore
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Mostly Borrowed Ideas
Everything is easier than ever to start. But a question I have always introspected lot more is how to not quit. It is longevity, not virality, that should be closely studied by any content creator.

"Why I never quit YouTube (yet)"

https://t.co/dngbv6eqsv
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Offshore
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Morning Brew ☕️
"And when the King spoke, the townspeople rejoiced." https://t.co/OKiL10SDPg
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Offshore
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Kevin G.
Beyond excited for this. Nathan is a legit genius.

https://t.co/77WfVfGEUv
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Bread Crumbs Research
What would be QUALITATIVE signs for you that software stocks have bottomed?
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Paul Graham
"If only I didn't have lice, life would be just about perfect right now."

— Jessica
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Offshore
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Morning Brew ☕️
looking for that one file you misplaced

https://t.co/NWVAw6QY8N
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Offshore
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Bread Crumbs Research
RT @YHamiltonBlog: 9th issue of AGB in 2022 is Roper Technologies $ROP

-Serial acquirer of leading businesses in defensible niches
-CRI based acquisitions + decentralized model
-Reinvestment rate is important for growth

Would appreciate a like/retweet. Thanks for reading!

https://t.co/mepVgtT65J
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