Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $LBRDK, $BLMN, $OCI.AS, $INPST.AS

$LBRDK pitch:
– Malone’s holding company with 26% stake in $CHTR.
– CHTR is undervalued, growing, and low-risk business.
– Unlikely to be materially impacted by fiber or fixed wireless competition.
... 👇
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Corry Wang
Guy finds an unidentified electronic in his car. Makes a long photo essay on HN dissecting whether it’s a tracking device

Turns out he could’ve saved the effort and used Google Lens - the app identifies the photo instantly (it’s a remote alarm system installed by the dealer) https://t.co/qkVPJBNHzx
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Ramneek
Had to explain a fund manager that, in most cases, FCF is lower than net income because of the difference between Capex and D&A, and that's why quality investors usually prefer sticky asset-light business models. Good guy, but he manages your money.
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GrahamAndDoddsville
Charlie Munger Personally Backs Investor Seeking to Build the Berkshire Hathaway of Australia - https://t.co/sSjxHFdfxf
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Jitendra Chawla, CFA
😱 https://t.co/fEJ02CFZnI
Jim: “I think we’re near a bottom” https://t.co/5f6FZ2aSUK - Inverse Cramer ETF (Not Jim Cramer)
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Paul Graham
RT @CompSciFact: “My experience has been that theories are often more structured and more interesting when they are based on the real problems; somehow they are more exciting than completely abstract theories will ever be.” — Donald Knuth, 1971
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Morning Brew ☕️
Twitter now allows people to exit conversations they don't want to be a part of with their new “Unmentioning” feature.

Once you unmention yourself on a tweet, your Twitter handle will turn gray letting everyone know the conversation means nothing to you now. https://t.co/pI8a7BORBR
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Morning Brew ☕️
This is the deepest and sharpest image of the universe ever produced.

“Webb’s First Deep Field”
shows thousands of individual galaxies with trillions of individual star systems, including the faintest objects ever observed. https://t.co/cBjyYQwNYN
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Five Minute Macro
'Elon has painted himself into a legal corner this time' is simply the 2022 variant of 'surely this has to be the end for Trump'.
In the words of Marlo Stanfield: 'You want it to be one way. But it's the other way.'
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Morning Brew ☕️
"No fries till Autumn" is the saddest phrase we've ever read https://t.co/LLAuf7rPTB
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FXHedge
FOUNDERS OF BANKRUPT CRYPTO HEDGE FUND THREE ARROWS CAPITAL GO MISSING, AS INVESTORS TRY TO RECOUP LOSSES -CNBC
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Morning Brew ☕️
In what sounds like a Hollywood script, police arrested 4 men in India for staging fake Indian Premier League cricket matches on a farm.

Via a YouTube stream and the social media app 'Telegram', the men were able to dupe Russian gamblers into betting on the staged competitions. https://t.co/e7ZVZhg2Yn
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Morning Brew ☕️
“Coffee” is the most universally understood word.

Nearly every language has a similar sounding word for it. ☕️ https://t.co/9kSRUcNPw5
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