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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Frederik Gieschen
"A lot of independent brands now struggle because of the space that we or Kering, or Richemont, the three large luxury conglomerates take. For smaller brands to develop themselves, it's way quicker and easier to do so within a conglomerate."
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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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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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Special Situations 🌐 Newsletter (Jay Singh III)
We don't think $AMZN prime day was really that impressive in real terms...for whatever it is worth. Think retail and e-commerce environment will become much more challenging in 2h22
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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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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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FXHedge
CELSIUS NETWORK REVEALS $1.2BN SHORTFALL IN BANKRUPTCY FILING: FT
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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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Tren Griffin
"Bank of America has lowered its 2022 guess for the S&P 500 by 900 points, to 3,600, citing its forecast for a recession this year and expectations for a Federal “pivot” in 2023.
The new year-end target is “the lowest on the Street," which is a weird flex. https://t.co/vSWFg7vZp3
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @JakeViales: @JLinWins @SpecialSitsNews @eliant_capital I’m fucking living for this collab of @eliant_capital, @JLinWins, and @SpecialSitsNews with free Alpha all over Twitter and in spaces with the likes of @notabigdeal111. Love to see it, please keep up the great work!
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Ethan Mollick
Mentoring lets you shape lives. For example, if you are an entrepreneur who wants to encourage others, mentor students! This study showed that students who were randomly assigned mentors who were entrepreneurs had between a 30% & 300% greater chance to become founders themselves. https://t.co/OQgvbruQEf
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Ethan Mollick
RT @migowski: This is pure gold. Recruiting is a statistical game. Accepting hiring will be mostly wrong and having no fear of correcting previous decisions is key. https://t.co/XWO68mdUZx
Hiring folks? Here is how to identify the top candidates, updated. Top ways:
🗣Structured job interviews (with standardized questions)
✅Job knowledge tests
🕦Past key events in someone’s life
⚒️Work samples
📊Tie between emotional & cognitive intelligence https://t.co/b3qKIPXjaJ https://t.co/VuV36KmplU - Ethan Mollick
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