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Special Situations 🌐 Newsletter (Jay Singh III)
Have you ever seen a hump-backed yield curve or eurodollars futures term structure? https://t.co/SxBrRrkKEx
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Have you ever seen a hump-backed yield curve or eurodollars futures term structure? https://t.co/SxBrRrkKEx
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Read Rust
RT @sourcegraph: Starting today, Sourcegraph can search and navigate through 87k+ Rust Crates and all their versions.
For example, see all the crates and versions starting with "tokio" here: https://t.co/DW61GvIKQH https://t.co/hCqdd1oWpX
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RT @sourcegraph: Starting today, Sourcegraph can search and navigate through 87k+ Rust Crates and all their versions.
For example, see all the crates and versions starting with "tokio" here: https://t.co/DW61GvIKQH https://t.co/hCqdd1oWpX
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Sourcegraph
repo:^crates/tokio - Sourcegraph
Sourcegraph is a web-based code search and navigation tool for dev teams. Search, navigate, and review code. Find answers.
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Jitendra Chawla, CFA
It has been two days and this is not going away from search/trending screen. I have a feeling he is paying @Twitter for this! https://t.co/sTbcYlsALT
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It has been two days and this is not going away from search/trending screen. I have a feeling he is paying @Twitter for this! https://t.co/sTbcYlsALT
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $ODFL short, $PRGO, $GIII and $STKS
$ODFL short pitch:
– A high-fixed-cost business that benefited from massive tailwinds (Covid/delivery) and incompetent/hamstrung competition.
– Margins are set to shrink going forward.
... 👇
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New investment ideas from VIC 👇
Incl: $ODFL short, $PRGO, $GIII and $STKS
$ODFL short pitch:
– A high-fixed-cost business that benefited from massive tailwinds (Covid/delivery) and incompetent/hamstrung competition.
– Margins are set to shrink going forward.
... 👇
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Jitendra Chawla, CFA
That second last line is killer:
"We are well capitalised but still we want our business to be profitable." https://t.co/TXrweFJZXA https://t.co/9QnEqe3zXE
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That second last line is killer:
"We are well capitalised but still we want our business to be profitable." https://t.co/TXrweFJZXA https://t.co/9QnEqe3zXE
Keeping in mind the upcoming wedding, the bride to be needs to go on a diet to reduce weight... https://t.co/qCyCSQZERj - Jitendra Chawla, CFAtweet
Ramneek
RT @tylerangert: i recently learned the alphabet and can now spell words and use it to communicate. here are the 26 letters you need to know🧵⬇️
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RT @tylerangert: i recently learned the alphabet and can now spell words and use it to communicate. here are the 26 letters you need to know🧵⬇️
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Ethan Mollick
RT @emollick: People use Google Books to track how words are used over time. But:
📕It is distorted by prolific authors, Upton Sinclair wrote a bunch of Lanny Budd novels, there are more hits for "Lanny" than "Hitler" in 1940s fiction!
🧪Scientific articles make up more of the corpus over time https://t.co/FQ7IBqEyHp
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RT @emollick: People use Google Books to track how words are used over time. But:
📕It is distorted by prolific authors, Upton Sinclair wrote a bunch of Lanny Budd novels, there are more hits for "Lanny" than "Hitler" in 1940s fiction!
🧪Scientific articles make up more of the corpus over time https://t.co/FQ7IBqEyHp
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Ethan Mollick
Here’s the chance that a kid born in the bottom 20% of the income distribution eventually reaches the top 20%, depending on where they live.
Stark geographic differences & the lowest mobility areas in the US are worse than any other developed country. https://t.co/1OWsr8KtHV https://t.co/53Pth0eOFF
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Here’s the chance that a kid born in the bottom 20% of the income distribution eventually reaches the top 20%, depending on where they live.
Stark geographic differences & the lowest mobility areas in the US are worse than any other developed country. https://t.co/1OWsr8KtHV https://t.co/53Pth0eOFF
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Read Rust
RT @raphlinus: A new blog post, Advice for the next dozen Rust GUIs: https://t.co/x0H0L0fLNP. Thoughts on the Rust GUI ecosystem.
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RT @raphlinus: A new blog post, Advice for the next dozen Rust GUIs: https://t.co/x0H0L0fLNP. Thoughts on the Rust GUI ecosystem.
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Raph Levien’s blog
Advice for the next dozen Rust GUIs
A few times a week, someone asks on the #gui-and-ui channel on the Rust Discord, “what is the best UI toolkit for my application?” Unfortunately there is still no clear answer to this question. Generally the top contenders are egui, Iced, and Druid, but web…
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Tren Griffin
“It’s very hard to acquire unrelated companies, earn a higher return on capital and pay market prices for them. Most people who try and do that, fail. The only reason Berkshire and Stonehouse succeed is we don’t do it very often, and we’re pretty careful.” https://t.co/9COepGIwWh
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“It’s very hard to acquire unrelated companies, earn a higher return on capital and pay market prices for them. Most people who try and do that, fail. The only reason Berkshire and Stonehouse succeed is we don’t do it very often, and we’re pretty careful.” https://t.co/9COepGIwWh
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Tren Griffin
RT @TheTranscript_: Charlie Munger this month invested a part of his personal wealth in Australian-based Stonehouse Corporation, run by American-turned-Australian Charles Jennings.
Thereafter, he gave an exclusive interview to the @FinancialReview this week.
Here are a few quotes & notes: 👇 https://t.co/QoQPU83Cfq
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RT @TheTranscript_: Charlie Munger this month invested a part of his personal wealth in Australian-based Stonehouse Corporation, run by American-turned-Australian Charles Jennings.
Thereafter, he gave an exclusive interview to the @FinancialReview this week.
Here are a few quotes & notes: 👇 https://t.co/QoQPU83Cfq
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