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Special Situations 🌐 Newsletter (Jay Singh III)
Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
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Countries with highest credit default risk from @VisualCap! Expect more emerging market volatility this year! https://t.co/APB3vZbN33
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Special Situations 🌐 Newsletter (Jay Singh III)
Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
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Early reports from U.S. cos have refocused attention on some of biggest challenges facing businesses, from threat of economic slowdown to the pressure that rising costs are putting on corporate profits. JPMorgan $JPM, Delta Airlines $DAL, and Fastenal $FAST warned of these risks.
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Special Situations 🌐 Newsletter (Jay Singh III)
Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
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Going to share/discuss Bofa $BAC Quant Savita Subramanian's 11 indicators since 1974 that typically occur before a market bottom with all subscribers this week! Hint, we are not there yet!
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
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Frank Taber
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Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
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Thread/
Rich Guerin is arguably the most under appreciated investor of all-time.
He once partnered with Warren Buffett & Charlie Munger, and his returns were just as impressive.
Rick’s fund, Pacific Partners had annual returns of 32.9% from 1965-1983. https://t.co/JA1TcIJOW7
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Special Situations 🌐 Newsletter (Jay Singh III)
Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
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Nice graphic showing relative size of national economies. The US has been the world's largest economy since 1871, but China has been catching up... https://t.co/hNhkFp44Mz
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Special Situations 🌐 Newsletter (Jay Singh III)
A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
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A 30% rally in #Ethereum in 3 calendar days... what is the driver? https://t.co/uKKuOCj16b
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Ethan Mollick
Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
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Norway mandated that corporate boards be gender balanced. A series of papers have argued over whether the law caused a drop in stock prices. Now the most detailed study finds that “the valuation effect of Norway’s quota law was statistically insignificant” https://t.co/IWWUrJ39oc https://t.co/NUr9ngVyCl
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Special Situations 🌐 Newsletter (Jay Singh III)
Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
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Certainly a busy week for earnings coming up! We will be watching $bac $gs $ibm $jnj $nflx $ally $asml $tsla $dfs $aa $ual $csz $t $snap $vz $twtr $axp $slb $hva https://t.co/TZ5ovHfm9l
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Special Situations 🌐 Newsletter (Jay Singh III)
Home buyer cancellation rates increasing rapidly to 15% and hearing builder cancellation rates of up to 50% in places like Orlando. $xhb $hov $len $dhi $phm $kbh $wfc $rkt
https://t.co/e1FqXN6nPK
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Home buyer cancellation rates increasing rapidly to 15% and hearing builder cancellation rates of up to 50% in places like Orlando. $xhb $hov $len $dhi $phm $kbh $wfc $rkt
https://t.co/e1FqXN6nPK
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Special Situations 🌐 Newsletter (Jay Singh III)
According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
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According to EarningScout, "Just 7 out of the first 35 $SPY co's reporting 2Q22 had their 3Q22 EPS ests raised afterwards.
77% had their 3Q22 ests cut. The average est change = -3.04%
These are the worst estimate revisions since the summer of 2020!"
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