Special Situations 🌐 Newsletter (Jay Singh III)
*JPMORGAN $JPM 2Q EPS MISS $2.76, EST. $2.88
*JPMORGAN TEMPORARILY SUSPENDS SHARE BUYBACKS AFTER STRESS TEST
*JPMORGAN 2Q INVESTMENT BANKING REV. $1.35B, EST. $1.92B
STANDARDIZED CET1 RATIO 12.2%, EST. 12%
**Adj revenue $31.63B, est $31.97B
Return on equity 13%, estimate 13.5%
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*JPMORGAN $JPM 2Q EPS MISS $2.76, EST. $2.88
*JPMORGAN TEMPORARILY SUSPENDS SHARE BUYBACKS AFTER STRESS TEST
*JPMORGAN 2Q INVESTMENT BANKING REV. $1.35B, EST. $1.92B
STANDARDIZED CET1 RATIO 12.2%, EST. 12%
**Adj revenue $31.63B, est $31.97B
Return on equity 13%, estimate 13.5%
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Frank Taber
Thread/
My portfolio returns since inception & my reflection on my investing approach so far.
I indexed for ~6 years before active investing. These are my results as an active investor.
CY20: +65.4% (inception May)
CY21: +23.3%
YTD: -7.3%
Annualised Return: 31% https://t.co/nmhMsL5btI
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Thread/
My portfolio returns since inception & my reflection on my investing approach so far.
I indexed for ~6 years before active investing. These are my results as an active investor.
CY20: +65.4% (inception May)
CY21: +23.3%
YTD: -7.3%
Annualised Return: 31% https://t.co/nmhMsL5btI
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Offshore
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10-K Diver
Folks, here’s our latest Money Concepts episode with @Gautam__Baid.
For about an hour and 20 minutes, we spoke about The Joys Of Compounding, investing in India, and how to manage other peoples’ money successfully.
Link: https://t.co/Rw6kcFkcl2
My notes from the episode: https://t.co/2rpi6N4DZV
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Folks, here’s our latest Money Concepts episode with @Gautam__Baid.
For about an hour and 20 minutes, we spoke about The Joys Of Compounding, investing in India, and how to manage other peoples’ money successfully.
Link: https://t.co/Rw6kcFkcl2
My notes from the episode: https://t.co/2rpi6N4DZV
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Special Situations 🌐 Newsletter (Jay Singh III)
Another bank miss...
*MORGAN STANLEY $MS MISS 2Q NET REV. $13.1B, EST. $13.33B VS. $14.8 Y/Y
*MORGAN STANLEY 2Q ADJ EPS $1.44, EST. $1.57 VS. $1.85 Y/Y
*MORGAN STANLEY 2Q EQUITY NET FLOWS -$7.4 BILLION
*MS 2Q INSTITUTIONAL INVESTMENT BANKING REV. $1.07B, EST. $1.27B
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Another bank miss...
*MORGAN STANLEY $MS MISS 2Q NET REV. $13.1B, EST. $13.33B VS. $14.8 Y/Y
*MORGAN STANLEY 2Q ADJ EPS $1.44, EST. $1.57 VS. $1.85 Y/Y
*MORGAN STANLEY 2Q EQUITY NET FLOWS -$7.4 BILLION
*MS 2Q INSTITUTIONAL INVESTMENT BANKING REV. $1.07B, EST. $1.27B
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Ramneek
We’ve begun subtracting 9.1 already. Dayum, Fintwit’s quick and longterm. https://t.co/XCUuhzZ07b
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We’ve begun subtracting 9.1 already. Dayum, Fintwit’s quick and longterm. https://t.co/XCUuhzZ07b
No meaningful bounce for S&P 500’s real earnings yield, which remains near lowest on record https://t.co/RYqxaFlz9J - Liz Ann Sonderstweet
Paul Graham
RT @JohnDCook: "In general you [become successful] not by knowing what the experts know but by learning what they think is beneath them." -- George Gilder
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RT @JohnDCook: "In general you [become successful] not by knowing what the experts know but by learning what they think is beneath them." -- George Gilder
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Special Situations 🌐 Newsletter (Jay Singh III)
Manhattan rents hit all time high, up 29% y/y. This wasn't even the highest increase we have seen in the US. OER does not do a good job of capturing real estate related inflation...
https://t.co/LcGOvdxlUN
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Manhattan rents hit all time high, up 29% y/y. This wasn't even the highest increase we have seen in the US. OER does not do a good job of capturing real estate related inflation...
https://t.co/LcGOvdxlUN
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Offshore
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Bread Crumbs Research
RT @NinaSlepkova: Vinnytsia, Ukraine, office center, just now. #russiaisaterrorisstate https://t.co/oaog02PdBY
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RT @NinaSlepkova: Vinnytsia, Ukraine, office center, just now. #russiaisaterrorisstate https://t.co/oaog02PdBY
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Bread Crumbs Research
RT @visegrad24: BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s aggression? https://t.co/rcxHgOXt64
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RT @visegrad24: BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s aggression? https://t.co/rcxHgOXt64
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Twitter
BREAKING:
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s…
The death toll after the Russian missile strike this morning on a medical center in Vinnytsia, a city in western Ukraine, has risen to 12 people, including a mother and her 1-year-old daughter.
When will the West muster enough will to end Russia’s…
Offshore
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Ensemble Capital
Happy to see $NTDOY continuing to move toward monetizing its vast IP library. https://t.co/c19CWneCSN
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Happy to see $NTDOY continuing to move toward monetizing its vast IP library. https://t.co/c19CWneCSN
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