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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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Offshore
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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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Special Situations 🌐 Newsletter (Jay Singh III)
Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
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Starbucks $SBUX has asked Houlihan $HLI to assess interest for its UK operations. The UK is Starbucks’ largest market in EMEA. As of last year, it had 1,000 stores in the UK, with 297 company-owned and 703 run by licensees.
$SBUX likely is negative on the local economy...
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Special Situations 🌐 Newsletter (Jay Singh III)
$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
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$TWTR motion to expedite the case against Elon Musk will be publicly available by dialing 774-267-2687 via the Chancery Court of Delaware's audio feed on Tuesday at 11am. $TSLA $TSLQ
Thread (1 of 3): https://t.co/QRlJIzEMic https://t.co/n9yvizeIsI
1/ Just spent a couple hours reading and rereading $TWTR's lawsuit Verified Complaint with the Chancery Court of Delaware. Plaintiff summary below:
"Musk refuses to honor his obligations to $TWTR and SH because the deal he signed no longer serves his personal interests." - Special Situations 🌐 Newsletter (Jay Singh III)tweet
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Jim OShaughnessy
"mathematics could give him what poetry could not: the ability to search for beauty outside himself, to try to grasp something external, objective and true, in a way that opened him up more than writing ever had"
https://t.co/8FDkqKZP0P via @QuantaMagazine
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"mathematics could give him what poetry could not: the ability to search for beauty outside himself, to try to grasp something external, objective and true, in a way that opened him up more than writing ever had"
https://t.co/8FDkqKZP0P via @QuantaMagazine
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Jim OShaughnessy
"even the farthest seers are still a product of their time"
Games People Play: The Revolutionary 1964 Model of Human Relationships That Changed How We (Mis)Understand Ourselves and Each Other https://t.co/xrj3gt3YYa via @brainpicker
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"even the farthest seers are still a product of their time"
Games People Play: The Revolutionary 1964 Model of Human Relationships That Changed How We (Mis)Understand Ourselves and Each Other https://t.co/xrj3gt3YYa via @brainpicker
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Offshore
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Jim OShaughnessy
"We might end up somewhere closer to a horizontal classroom, spread across the internet, facilitated by remarkable software that embraces Dewey’s “duty of determining [the] environment” "
~@sarahmchappell
https://t.co/JOn55ITQ78
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"We might end up somewhere closer to a horizontal classroom, spread across the internet, facilitated by remarkable software that embraces Dewey’s “duty of determining [the] environment” "
~@sarahmchappell
https://t.co/JOn55ITQ78
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