Special Situations 🌐 Newsletter (Jay Singh III)
“Mr. Musk does not believe, that the May 17, 2022 social media posts regarding spam / fake accounts on $TWTR triggered any amendment to his Schedule 13D. Despite his desire to obtain info to evaluate spam and fake accounts, there was no material change to his plans.”
Really? FFS
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“Mr. Musk does not believe, that the May 17, 2022 social media posts regarding spam / fake accounts on $TWTR triggered any amendment to his Schedule 13D. Despite his desire to obtain info to evaluate spam and fake accounts, there was no material change to his plans.”
Really? FFS
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Richard Lewis
Love the content that @72types has been putting out. Great work! https://t.co/wljqJDOf1Q
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Love the content that @72types has been putting out. Great work! https://t.co/wljqJDOf1Q
Li Lu's 2012 Columbia Business School lecture notes.
These lecture notes include two of his Korean investments:
- Amorepacific Corp.
- Megastudy
Link: https://t.co/l28jcjnpUQ https://t.co/Hfgh2Q3PME - PC72tweet
Twitter
Li Lu's 2012 Columbia Business School lecture notes.
These lecture notes include two of his Korean investments:
- Amorepacific Corp.
- Megastudy
Link: https://t.co/l28jcjnpUQ
These lecture notes include two of his Korean investments:
- Amorepacific Corp.
- Megastudy
Link: https://t.co/l28jcjnpUQ
Special Situations 🌐 Newsletter (Jay Singh III)
Have a large client project this weekend. All hands on deck. May not be able to do Spaces this Sunday, but will share thoughts via e-mail for subscribers, along with analyst updates to SPAC database, CEF database alerts, and updated $PINS model for fundamental subs..
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Have a large client project this weekend. All hands on deck. May not be able to do Spaces this Sunday, but will share thoughts via e-mail for subscribers, along with analyst updates to SPAC database, CEF database alerts, and updated $PINS model for fundamental subs..
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MastersInvest.com
“You’re never sitting there on the 40th page of your spreadsheet, as Buffett would say, agonizing over whether you should buy or not.” Joel Greenblatt
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“You’re never sitting there on the 40th page of your spreadsheet, as Buffett would say, agonizing over whether you should buy or not.” Joel Greenblatt
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
My event analyst is starting to work on Pinterest $PINS. At this point, still digging through filings, but work will be avail soon for subscribers, along w/ situational analysis & educational model + scenarios after Elliott involvement! $TWTR $SNAP $META
https://t.co/r7f3Plg0Hl https://t.co/8JZUbCjJmw
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My event analyst is starting to work on Pinterest $PINS. At this point, still digging through filings, but work will be avail soon for subscribers, along w/ situational analysis & educational model + scenarios after Elliott involvement! $TWTR $SNAP $META
https://t.co/r7f3Plg0Hl https://t.co/8JZUbCjJmw
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
1/ Online spending in US rose 8.5% to $11.9B during $AMZN Inc.’s 2-day Prime Day, according to $ADBE, helping boost traffic on competing sites such as $WMT & $TGT that held own sales. What were sales in real terms...adj for inflation? 300mn items sold, but what were #s last year? https://t.co/TSHiLF6cM1
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1/ Online spending in US rose 8.5% to $11.9B during $AMZN Inc.’s 2-day Prime Day, according to $ADBE, helping boost traffic on competing sites such as $WMT & $TGT that held own sales. What were sales in real terms...adj for inflation? 300mn items sold, but what were #s last year? https://t.co/TSHiLF6cM1
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MastersInvest.com
Giverny Capital Q2 letter - David Poppe
'I can say one thing with confidence that I suspect you are not hearing elsewhere: for stock market investors, long-term earnings health is the only consideration that matters.'
https://t.co/SuY7ngBNid
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Giverny Capital Q2 letter - David Poppe
'I can say one thing with confidence that I suspect you are not hearing elsewhere: for stock market investors, long-term earnings health is the only consideration that matters.'
https://t.co/SuY7ngBNid
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MastersInvest.com
'We have been in the business of trying to build a company that's here for years and years and years. Wall Street is generally in the business of trying to make money between now and next Tuesday, so there is that difference.' Jim Sinegal, Costco
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'We have been in the business of trying to build a company that's here for years and years and years. Wall Street is generally in the business of trying to make money between now and next Tuesday, so there is that difference.' Jim Sinegal, Costco
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Offshore
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Ethan Mollick
Whether you look at teams of scientists, inventors, or software developers, this paper shows that small teams are more likely to develop disruptive, novel ideas than large teams. Fascinatingly, people who do breakthroughs in small groups can't in big ones. https://t.co/dyD0uexuNv https://t.co/dK40SBcPbS
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Whether you look at teams of scientists, inventors, or software developers, this paper shows that small teams are more likely to develop disruptive, novel ideas than large teams. Fascinatingly, people who do breakthroughs in small groups can't in big ones. https://t.co/dyD0uexuNv https://t.co/dK40SBcPbS
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Offshore
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Frederik Gieschen
is there really no easy way to move whatsapp from android to IOS? https://t.co/yNyipuvqne
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is there really no easy way to move whatsapp from android to IOS? https://t.co/yNyipuvqne
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